Welcome MidAtlantic!

ClearPath Tax & Accounting III, LLC is pleased to share that the MidAtlantic Tax & Accounting practice is joining the ClearPath family. We are honored to welcome you, and we want to assure you that the professional, attentive service you’ve come to rely on will continue, now supported by an expanded team and deeper resources.

Who We Are
ClearPath is a tax-first financial firm dedicated to helping individuals, families, and business owners gain clarity and confidence in their financial lives. In addition to providing comprehensive tax and accounting services, our team offers end-to-end financial solutions across tax planning, business advisory, payroll, wealth management, and more. Our commitment is simple: deliver high-quality expertise with the personal attention every client deserves.

Why We’re Uniting
This transition brings together two practices that share the same values, service standards, and client-first philosophy. By combining our teams, we are able to do more for you, offering broader expertise, enhanced technology and support, and a more comprehensive suite of services, all while maintaining the trusted relationships you’ve built with your long-time advisor. Our goal is to expand what’s possible for you without changing the personal touch you value.

Your advisor will remain engaged throughout this process to ensure a smooth, seamless transition. All services will continue to operate just as they previously have. 

As part of combining our practices, client files will be transferred to ClearPath. You will receive instructions on how to confirm your approval of this transfer. If we do not receive a response within 90 days of the notification letter, your file will be transferred automatically, though written confirmation is greatly appreciated.

We look forward to serving you and continuing the relationship you have established with MidAtlantic, now with even more ways to support you. If you have any questions, our team is here and ready to help.