Whether you are a business owner, entrepreneur, or individual focused on wealth creation, managing your money can be stressful. You may even be looking to find a tax preparer who can help you manage your money. But with so many options available, how do you know who to choose? The financial experts at Clem Collaborative, located in beautiful downtown Charleston, South Carolina, understand how confusing wealth management can be for those who do not have an in-depth knowledge of the tax code. That is why we use our combined 50 years of experience to help small businesses and families make the most of their money.
During your search to find a tax preparer has anyone ever asked you if you are paying enough for tax preparation? Or, given you an in-depth explanation on the health of your finances and created a detailed plan to follow so you can reach your goals? If your physical health was failing would you seek out an expert or look for the cheapest option? Sadly, when it comes to their financial health, far too many people mistakenly believe that tax preparers are interchangeable, and that cheaper is automatically better. As Enrolled Agents (the highest level of tax certification available) our Charleston, South Carolina based tax preparers engage in dozens of hours of training and education every year – all to ensure that when it comes to YOUR tax return, we have the tools to maximize your refund or minimize your balance due, each and every time. At Clem Collaborative, we take a holistic view of your finances from tax preparation to long term financial planning so that we can help you move further and faster towards your goals.
In most instances, our client relationships begin with filing a tax return. Our goal is to understand your specific situation so we can optimize the results you get. Our experts understand the cold hard truth that money – in and of itself – has no real value. It is simply the means to an end. And it doesn’t matter how much of it you make. What matters is how much of it you keep. That is why we work systematically through your return using a precise and finely-honed methodology designed to ensure that no tax-savings opportunity is overlooked. Once your return is complete we will review it with you so you can see how everything came together and we will let you know what steps you can take moving forward to generate the result you desire.
Working with Clem Collaborative, you will find a tax preparer with a deep understanding of the U.S. Tax Code and its roadmap for wealth creation. During the tax preparation phase of our relationship, we will use that knowledge to put the best spin on what has already happened in order to maximize your return. The next phase is tax planning – which is the process of creating and implementing legal, ethical strategies to reduce the amount of tax you pay in the years to come.
In addition to offering our clients tax preparation and planning services, we also offer virtual bookkeeping, financial planning, money coaching, and problem resolution. What sets Clem Collaborative apart from others in our field is how we treat each aspect of your financial life as part of a unified whole, so that we can help you move further and faster toward your goals.
At Clem Collaborative, we strive to treat every client as if they were our only client. To us, this means everything from making sure we use every bit of our tax knowledge to maximize your refund or minimize your balance due, to crafting individualized strategies to help you reach your goals, to returning phone calls and answering emails in a timely manner. We know that all successful partnerships begin with shared respect, and we continually strive to be deserving of the respect you give us, and the trust you place in us.
If you are looking for a tax accountant near me, let’s collaborate! Call 843.214.2747 or fill out this form to schedule your first appointment.