Clear Portal Accounting and Tax specializes in serving individuals, families, and micro-businesses with their financial and tax needs.  Whether you need tax preparation, tax planning, small business / independent contractor accounting and tax services, you have come to the right place. 

We are not your traditional accounting firm. We are a virtual, contactless accounting and tax firm. As our company name implies, we work with you through email, text, phone, and our secure client portal to pass the information between our company and you.  You will find our advice practical and straightforward.  As a result, Clear Portal Accounting and Tax represents a great value for your financial and tax needs.  While the company is based in the Mid-Atlantic (Delaware, Maryland, Virginia, West Virginia, District of Columbia) area, our services are available nation-wide!  

The 2018 tax year was the first year that the Tax Cut and Jobs Act (TCJA) takes effect and is currently scheduled to sunset on December 31, 2025.  These eight years brings an unique set of circumstances to your tax planning.  Clear Portal Accounting and Tax is ready to assist you with these new rules.  

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Our Virtual Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to the tax and accounting news by reviewing the client newsletter and reading our Coronavirus-related tax and business news.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current financial and tax news impacting your financial situation will be outlined here.

•  Ready to get started?  Schedule a free initial consultation

• Current tax or small business client?  Upload your documents securely through our client portal!

• Looking for an easy way to send your tax documents? Download the Adobe Scan app. It's free!