Charleston SC Tax Planning

Charleston SC Tax Planning

Charleston SC tax planning with Clem Collaborative

Tax season is one of the least favorite times of the year for many people. In our experience, this is due to the fact that people only think about their taxes right before the tax deadline. Filing your taxes does not have to be stressful and filled with anxiety though. With the right tax strategies in place, you can make tax season feel like a piece of cake.

At Clem Collaborative, we understand that it doesn’t matter how much money you make. What matters is how much of it you keep. That is why we take a holistic approach to the services we offer our clients. While there is certainly convenience in being able to obtain both tax and financial planning services under one roof, the true value in such a union is the synergy that comes from having the separate pieces of one’s financial life work in harmony. Put another way, by treating each aspect of your financial life as part of a unified whole, we can help you move further and faster toward your goals.

Meet the Charleston SC tax planning team of Steven Clem and Bill Lawitzke

Clem Collaborative was founded over a decade ago by Steven Clem, who sought to bring a new philosophy to the tax business. He believes that the U.S. Tax Code provides us with a roadmap for personal wealth creation, and his mission is to use his knowledge of that roadmap to help his clients pursue their financial goals. In fact, he wants his clients to be able to pay themselves more while paying the government less.

Taking a holistic approach allows Steven to use his extensive knowledge of the tax code to help his clients not only prepare their current tax returns, but also implement legal, ethical strategies to reduce the amount of tax they pay for years to come.

A sought-after author and lecturer, Steven is also active in his community, serving as President of the National Association of Tax Professionals – SC Chapter, Treasurer of the Charleston County Public Library Board of Trustees, and as a Former Director of the Alliance for Full Acceptance and We Are Family.

Bill Lawitzke has been with Clem Collaborative since 2016 and helped launch the firm’s expansion bookkeeping division. Bill is a tax planner who helps his clients create individual bookkeeping systems that work for them while keeping them moving towards their financial goals.

With more than 30 years of experience, Bill brings to the table a wealth of bookkeeping knowledge. This allows him to go beyond simply tallying the numbers on a spreadsheet, and instead allows him to “read the story” your numbers are telling. He lets you know what’s working, what isn’t, what amazing opportunities are available to you, and what pitfalls are lurking around the corner.

A holistic approach to tax planning

Despite the enormous time spent chasing it, the cold hard truth is that money – in and of itself – has no real value. It is simply the means to an end. It is the fuel that allows us to fund our lives, achieve our goals, and fulfill our dreams. And in their pursuit of these goals and dreams, our clients seek to bring system and order to their financial lives. Unfortunately, the path at times can be confusing and fraught with peril. Our mission in life is to help guide the way.

That is why we offer a suite of services that goes beyond tax preparation and planning. It also informs our approach to each of our clients. When you collaborate with us, 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. We continually strive to be deserving of the respect you give us, and the trust you place in us. Give us a call at 843.214.2747 or schedule an appointment with us to get started.

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