Bookkeeping · Tax Prep · Tax Planning
Books cleared.
Taxes cleared.
Mind cleared.
Most high earners waste thousands every year because their bookkeeper, tax preparer, and tax planner never speak to each other. Cleared is the integrated practice that closes that gap — one team, every dollar, all year long.
We accept a limited number of new clients each month to maintain the standard our clients expect.
Books cleared.
Monthly reconciliation, clean P&L, and a balance sheet delivered on time — every month.
Taxes cleared.
Business returns filed accurately. Quarterly estimates calculated. No April scrambles.
Mind cleared.
One team who knows your numbers from every angle. No handoffs, no gaps, no surprises.
The fragmented approach
Three vendors.
Zero coordination.
Your bookkeeper doesn't talk to your tax preparer.
A $200K consulting payment hits in November. Your bookkeeper records it. Your tax preparer finds out in March. That gap costs you — in overpaid taxes, missed deductions, and extensions you didn't need.
Nobody's watching for the S-corp moment.
When your net earnings cross $80K, the S-corp election can save $10K+ per year in self-employment tax. It's a timing decision — and it requires someone watching your books in real time, not once a year.
Three vendors means three places blame can hide.
When something goes wrong — an IRS notice, a missed deduction, a misclassified expense — three vendors means three conversations and zero accountability. One integrated team means one answer.
Pricing
One team.
Three tiers.
Books
$449/mo
Monthly bookkeeping done right. Tax-ready financials, every month.
- ·45-min onboarding session
- ·Monthly close & reconciliation
- ·P&L and balance sheet
- ·Year-end tax-ready package
- ·Advisor access via email
Books + Tax
Custom
Pricing based on scope — get a quote
Your full compliance stack under one roof.
- ·Everything in Books
- ·Business tax return (1120-S / 1065 / Sch C)
- ·Quarterly estimate calculations
- ·Year-end W-2 & 1099 prep
Books + Tax + Planning
Custom
Pricing based on scope — get a quote
For operators serious about keeping what they earn.
- ·Everything in Books + Tax
- ·Quarterly tax-planning calls
- ·S-corp strategy & reasonable salary
- ·Retirement plan coordination
- ·Year-round advisor access
Not sure which tier fits? Apply and we'll recommend the right fit.
About the practice
A financial advisor who speaks fluent accounting.
Cleared was founded by Raman Singh — a financial planner and accounting professional who watched clients lose thousands every year to the coordination gap between their bookkeeper, their tax preparer, and their advisor.
By combining bookkeeping automation with human-led tax strategy, Cleared delivers institutional-quality financial operations to operators who deserve better than the off-the-shelf alternative.
More about the practice →Ready to get cleared?
We're currently booking new clients for May. Spots are limited — apply now and we'll reach out within one business day.