Tax Accountant

Thinking of hiring a new tax accountant?

Eventually, there comes a time in every small business owner’s journey when he or she asks ‘Do I need an accountant?’

6 things to look for in a tax accountant

Whether this is your first exploration into hiring a tax accountant or whether you’re thinking of switching firms, there are a few considerations to make to ensure you hire the right fit for you and your business.

1. Organization – This refers to both the organizational skills and legitimacy of the tax advisor Your business is not some fly-by-night operation, so why would you trust your hard earned money to a fly-by-night tax preparer? Does the company have a professional website? A professional looking brick-and-mortar presence where the work is performed? When you meet with them, how organized are their notes? Email communications? Conversational skills?
2. Qualifications – What expertise, education or experience does the tax accountant offer? Do they have experience with tax advisory services in your industry? Are there credentials or ‘resume’ on prominent display either online or physically up in their offices?
3. Reviews – What track record can they provide before you agree to work together? Are they willing to give you references? Is there social proof or online reviews available for their customer experience?
4. Technology/systems – Does the tax accountant utilize the latest in technological advancement? What system do they employ for gathering financial documents from their clients? Do they utilize a secure online portal to share financial data back and forth with you, and only you?
5. Personality – Is your tax accountant somebody you can easily communicate with? Do they have a collaborate style that makes it easy to strategize and plan with? How confident are you that they’ll hold you accountable to the plan you create together? Do you dread meeting with them or look forward to it?
6. Strategic – How solutions-oriented is your tax advisor? Do they proactively send you ideas and opportunities to actually grow your wealth, or do you only hear from them when they need tax documentation? How well do they embrace opportunities to step back and assess the bigger picture for you and your business?

Personalized experience and the awards to back it up

At Clem Collaborative, we want each and every one of our clients to feel like they are our only client. This is why we want to make sure we’re a great fit from the onset of every relationship. We value your time, your energy, and your money – because we truly want you to be able to pay yourself more, pay your government less, and build your wealth for the future.

With over 50 years of combined experience with small business owners and individuals, we love what we do. For a list of professional experiences and qualifications, read about our team here.

But don’t take our word for it. The Post and Courier named The Clem Collaborative Charleston’s 2018 Choice Winner Tax Preparation Company. You can also see what dozens of our clients have had to say by visiting us on our Facebook page.

We use a secure online portal that is conveniently accessed through our website. No more digging through email trying to remember where to go! Powered by SmartVault, industry leading encryption security which utilizes SSL to protect your documents, passwords, and other interactions from eaves-dropping.

More than just taxes

Our services include tax preparation, tax planning, bookkeeping VFO, financial planning, money coaching, problem resolution. Our philosophy is to move you further and faster toward your goals by treating every client as if they’re our only client. The simple truth is that money – in and of itself – has no real value. It’s simply a means to an end. 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.

Give us a call today at 843.214.2747, or better yet, come by the office and meet with us! We’re located at 2 Gillon St. Suite 100 in Charleston, South Carolina. We’d love to visit with you and have a chat about your financial goals.