Clear Accounting. Confident Decisions.
Bookkeeping and tax support for your small business
ClearPath Tax & Advisory helps owner-operated service businesses keep their books current and prepare for tax work. Start with a short conversation about your records and the help you want.
Answer a few questions to help us prepare, or book directly.
How ClearPath can help
About ClearPath’s small-business services
AI-generated narration. Script reviewed by ClearPath.
Read video transcript
ClearPath Tax & Advisory, LLC helps small businesses organize their accounting and prepare for tax work. Depending on your needs, the engagement may include monthly bookkeeping, cleanup of earlier records, or tax preparation. The first conversation is about your business, your current records and the help you want. Detailed review and cleanup are separately scoped when required. Fees are quoted privately after we understand the work. Start with the short questionnaire below, or book a consultation directly.
Service scope options
Ways we can work together
Monthly bookkeeping
Reconciliations and financial reports, with coordination for tax preparation where included in the engagement.
Bookkeeping cleanup
Bringing earlier records up to date. Substantial backlogs may require a separately scoped, paid assessment before quoting the cleanup.
Business tax preparation
Tax return preparation based on your business structure and records, subject to an agreed scope.
Scope and fees are agreed after we understand the work. Fees are quoted privately.
Derek Mulwanda, CPA
Founder & Managing Member
ClearPath Tax & Advisory, LLC
About ClearPath
Who you will work with
CPA-led tax, accounting, and advisory services for businesses, individuals, estates, and trusts. From everyday bookkeeping to the financial questions that come with growth and operations across borders, ClearPath helps you understand the numbers and decide what comes next.
ClearPath Tax & Advisory, LLC is an independent CPA firm founded and led by Derek Mulwanda, CPA. Derek brings more than 20 years of experience in accounting, tax, audit, financial oversight, and senior financial management across public accounting and government organizations, including work in international settings.
That background shapes how ClearPath works: we look beyond an isolated transaction or tax form to understand the records, responsibilities, and decisions behind it. Clients work directly with a CPA who explains what the numbers show, identifies what needs attention, and develops a practical scope of work.
Our approach
Working with ClearPath
Strategic, forward-looking guidance
We go beyond compliance, providing insights that help you understand your numbers and plan ahead with confidence.
CPA-led expertise you can trust
Work directly with a CPA who brings deep technical knowledge and real-world experience to every client relationship.
Secure, technology-enabled processes
We use modern tools and proven safeguards to protect your information and keep your data safe and accessible.
Responsive communication
You will receive timely answers, proactive updates, and clear explanations so you always know where you stand.
Who We Serve
Support for businesses and families as their needs change.
Businesses and Professionals
Owner-managed businesses, consultants, real estate agents, and other professionals seeking reliable books, tax preparation, payroll support, and useful financial guidance.
Real Estate Owners and Investors
Rental-property owners, investors, and real estate businesses that need property-level accounting, tax reporting, and help understanding the financial effect of purchases, improvements, and sales.
Businesses Operating Across Borders
U.S. businesses with international customers, operations, owners, or related entities. We help organize the U.S. accounting and tax work and identify when foreign-country or specialized international advice should be brought into the engagement.
Individuals, Estates, Trusts, and Nonprofits
Individuals and families with straightforward or changing tax needs; executors and trustees responsible for financial and tax reporting; and nonprofit organizations seeking accounting and tax compliance support.
What We Do
Accounting and tax support that fits the whole picture.
Business Tax and Planning
Federal tax preparation and planning for sole proprietors, partnerships, S corporations, and C corporations. We connect the return to your books, ownership structure, payroll, and business goals so you can understand the result and plan ahead.
Bookkeeping and Financial Reporting
We also prepare tax-ready books and help owners make sense of changes in cashflow and profitability.
Payroll and Florida Reporting
Payroll coordination, payroll accounting, and support with related federal and Florida reporting. We help keep wages, tax payments, and the books aligned.
International and Cross-Border Business Support
U.S. accounting and tax support for businesses selling abroad, operating in more than one country, or working with foreign owners and entities. We begin by mapping the business, its records, and its reporting obligations, then coordinate with local or specialist advisers when the engagement calls for them.
Estates and Trusts
Fiduciary income tax preparation, estate and trust accounting support, and beneficiary reporting. We work with executors, trustees, families, and their attorneys to organize financial records and address the tax reporting that follows a death or trust distribution.
Advisory and Business Decisions
Practical support with cashflow, financial controls, business planning, and significant transactions. You receive clear explanations from a CPA who has managed financial operations and helped organizations make decisions under pressure.
How It Works
A clear process from the first conversation.
- 01
Understand your situation
We discuss your goals, circumstances, current records and reporting deadlines.
- 02
Define the work
We review your needs and records to identify the services involved and any specialist coordination required.
- 03
Agree on scope and fees
You receive a written proposal outlining the services, fees and payment terms for approval before work begins.
- 04
Keep you informed
You receive organized requests, clear explanations and updates on the work and decisions that need your attention.
Let’s make the next step clear.
Whether you need cleaner books, a business or fiduciary tax return, or help understanding the U.S. reporting implications of international operations, start with a conversation about your situation.
Before your consultation
Preparing for your consultation
AI-generated presenter. Script reviewed by ClearPath.
Read video transcript
Before your ClearPath consultation, please have a general picture of your business, bookkeeping software and current records. We will ask whether the books are reconciled, whether you have payroll, and what you would like help with. Please do not send tax returns, Social Security numbers or banking credentials through the marketing form. If we proceed, ClearPath will provide a secure way to share the records needed for your engagement.
Optional questionnaire
A few questions about your records
Answer the four required questions to see a suggested starting point, or skip this and book a consultation or send an inquiry directly. Questions marked optional help us prepare but are not needed for a result.
Your answers help us understand the services you may need. To share them with ClearPath, submit the inquiry form after viewing your result.
Inquiry
Send an inquiry
You can send an inquiry with or without completing the questionnaire. Any questionnaire answers you gave are included so we can prepare for the conversation.
ClearPath Tax & Advisory, LLC
Derek Mulwanda, CPA
Founder & Managing Member
- Phone:
- (813) 405-7468
- Website:
- ClearPathTaxCPA.com
- Service area:
- Based in Lithia (FishHawk), Florida, serving Tampa Bay and Hillsborough County, clients nationwide, and U.S. businesses operating internationally.
Read how website inquiries are handled in our Privacy Policy.