Tax Return Preparer Near Me
Looking for a Tax Return Preparer?
Tax returns. You either love them or you hate them. If you are searching for a tax return preparer near me, chances are you are not a fan of doing your taxes.
If that sounds like you, then come meet the team at Clem Collaborative. Located in historic downtown Charleston, we provide tax preparation services for entrepreneurs, small business owners, and individuals.
How Do You Know What to Look for When Hiring a Tax Return Preparer Near Me?
Whether this is your first time looking for tax services near me or you’re thinking about switching firms, finding the best tax preparers near me can be overwhelming. Below are some points to consider before hiring anyone else to do your taxes.
- Organization
This refers to both the organizational skills and legitimacy of the tax advisor or firm. 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? - Qualifications
What expertise, education or experience does the tax accountant offer? Do they have experience preparing tax returns for others in your situation or industry? Are their credentials or ‘resume’ on prominent display either online or physically up in their offices? - 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? - Technology/systems
Does the tax preparer 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? - Personality
Is your tax preparer somebody you can easily communicate with? Do they have a collaborative style that makes it easy to strategize and plan with? How confident are you that they’ll hold you accountable for the plan you create together? Do you dread meeting with them or look forward to it? - 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 to Help You Reach Your Long Term Goals
At Clem Collaborative, we know how confusing taxes can be. That is why we engage in dozens of hours of training and education every year. Our founder, Steve Clem, is also an Enrolled Agent (the highest level of tax certification available) – 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. We will take you from reactive to proactive so you are able to keep more of your money in order to reach your goals.
Our goal is 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 also 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 that utilizes SSL to protect your documents, passwords, and other interactions from eaves-dropping.
Stop searching for a tax return preparer near me and 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.