Do you need to find a tax accountant in the Charleston area to help you with your taxes? Perhaps you’ve already tried searching for “tax services near me” and been overwhelmed with all the results. With so many options, how do you even know who to choose?
The financial experts at Clem Collaborative, located in beautiful downtown Charleston, South Carolina, understand how stressful taxes can be for those who do not have an in-depth knowledge of the tax code. That is why at Clem Collaborative, we use our combined 50 years of experience to help small businesses and families make the most of their tax return.
The reality is there are only 4 things you can do with your money: you can save it, you can spend it, you can pay taxes with it, or you can give it away. And the amount of money you allocate to each of these options directly impacts the amount of funds available for the other three. That is why we believe in taking a holistic approach to managing our clients money and focusing on every client as if they were our only client.
Working with us is not like working with your average tax preparer. From the very first meeting, we take the time necessary to understand your specific situation and learn about your long term goals so we can optimize your tax return. We work systematically through your return using a precise and finely-honed methodology designed to ensure that no tax-savings opportunity is overlooked.
Once complete, 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. As Enrolled Agents (the highest level of tax certification available) our team engages 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. Our goal is to take you, and your finances, from reactive to proactive so you can keep more of your money.
At Clem Collaborative our suite of services goes beyond basic tax preparation. We understand that the path to wealth creation can be confusing and fraught with peril. Our mission in life is to help guide the way. After over a decade in business, we have found that many people don’t know how much money they need to save in order to live comfortably in retirement. In fact, research shows us that the vast majority of Americans will be woefully unprepared for retirement, despite throwing money into 401Ks, IRAs, Savings Accounts, and cramming it under the mattress. At the Clem Collaborative, we begin with the end in mind. We help our clients create not only a Master Goal, but achievable, trackable targets for along the way.
In addition to careful tax preparation and financial planning, we also offer a money coaching program to help our clients overcome their financial “bottlenecks” so they can reach their true financial potential. Whether it’s trouble with too much debt, lack of a workable budget, or a disconnect in ideology between various members of the family, we help our clients identify – then defeat – those financial “demons” and break through the bottleneck once and for all.
If you are one of the millions of Americans who is behind on filing or paying your taxes, we want you to know there is a way forward. At Clem Collaborative, we know that most people aren’t looking for a free ride, or to shirk their duty, but are oftentimes fearful of the financial “pain” a true resolution might cause. By offering truthful answers and workable solutions, we show our clients a path for putting the past behind them, and building a solid foundation for the future.
If you are ready to find a tax accountant who embraces the big picture, then give us a call at 843.214.2747 to see if we might be a good fit.