When you are looking for help with income tax preparation, you know you want to work with someone you can trust. With so many options for tax help, how do you decide who to work with? When you choose Clem Collaborative, you get a team just as passionate about your financial goals as you are.
We know how stressful taxes can be, especially when the laws keep changing. It can seem next to impossible to stay on top of all the changes. Fortunately, when you partner with Clem Collaborative you don’t have to – that’s our job. 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.
While many of our client relationships begin with income tax preparation, we offer a suite of tax and financial services designed to create harmony among all the pieces of your financial life.
During our initial Tax Interview, we take the time to understand your specific situation in an effort to optimize your result. Post-meeting, we work systematically through your return using a precise and finely-honed methodology designed to ensure that no tax-savings opportunity is overlooked. Upon your return, we review the completed tax return together to ensure that you have an understanding of how all the moving parts came together to generate the current result, and what steps you can take moving forward to generate the result you desire.
Our tax services don’t stop with income tax preparation. We use the same deliberate approach to move you from reactive to proactive through careful tax planning. We do this by using our more than 50 years of combined experience to create and implement legal, ethical strategies to reduce the amount of tax you pay in the years to come. We understand that the U.S. Tax Code does more than simply provide the government with a way to pay its bills. It actually provides a roadmap to wealth creation – assuming you know where to look.
With personalized tax strategies in place, we can then help you maximize your money through long term financial planning. Research shows us that – despite throwing money into 401Ks, IRAs, Savings Accounts, and cramming it under the mattress, most Americans will be woefully unprepared for retirement. This happens because they don’t know how much they need to accumulate. At the Clem Collaborative, we begin with the end in mind, by helping our clients create not only a Master Goal but achievable, trackable targets to meet along the way.
Good income tax preparation and financial planning will only get you so far if you are not comfortable managing the money you have. Our services not only help you make the most of your tax returns and retirement accounts but also help you find the peace with money that you desire.
After more than a decade in business, our experience has shown us that virtually everyone has some sort of financial “bottleneck” that is keeping them from reaching their financial potential. This may be too much debt, lack of a workable budget, or a disconnect in ideology between various members of the family. That is why we offer a money coaching program for our clients. This allows us to help our clients identify – then defeat – those financial “demons” and break through the bottleneck once and for all.
In a similar vein, if you are behind on filing or paying your taxes, we can help you resolve the issue. We want our clients to feel empowered by their financial choices and confronting the truth of their situation is the first step. We can provide truthful answers and workable solutions based on your unique situation. Our goal is to help you put the past behind you and build a solid foundation for the future.