Tax Specialist Charleston SC

Tax Specialist Charleston SC

Tax Specialist Charleston, SC

If you are looking for a tax specialist in Charleston, SC – come meet the team at The Clem Collaborative.

With over 50 years of combined tax preparation experience for individuals and small businesses, we love what we do.

Our founder, Steven Clem, is not your average tax preparer. He started The Clem Collaborative as a way 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. Prior to becoming a tax specialist in Charleston, SC Steve worked for H&R Block in their prestigious Premium Division where he created and implemented tax strategies for high net worth individuals, corporations, partnerships, estates, and trusts. In his final three years with the company, he served as a Corporate Trainer, educating new hires in tax fundamentals and experienced tax professionals in more nuanced tax strategies. Steve holds an Enrolled Agent (EA) certification from the IRS, the highest level of tax certification only held by 3% of tax professionals.

Bill Lawitzke is our resident bookkeeping expert. Bringing his wealth of knowledge to Clem Collaborative so that he can help clients create individual bookkeeping systems that will work for them. In fact, individual and personalized services are at the core of all our client relationships. We know that every individual and every business is unique. This is why it is so important for us to co-create a financial plan made specifically for you. By taking an integrated approach to wealth creation, we are able to not only maximize your current year’s return but strategically plan for the years to come so we can get you to your goals further and faster.

Our mission is to make every client feel like they are our only client and we are able to accomplish that with the help of our client concierge Julie McClellan. Julie is our primary point of contact for clients and keeps our office running smoothly.

The Clem Collaborative is your go-to tax specialist in Charleston, SC

Our holistic approach to tax prep and financial planning allows us to help our clients pay themselves more and pay the government less. This principle drives the work that we do with all of our clients because at the end of the day, money is just a tool. And it doesn’t matter how much of it you make if you don’t have the strategies in place to make the most of it.

The Clem Collaborative offers a suite of services designed to integrate the disparate pieces of your financial life so they work in harmony. This is accomplished by using our expert knowledge to provide services for tax prep, tax planning, virtual bookkeeping, financial planning, money coaching, and problem resolution. 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.

We work with you to make sure we use every bit of our tax knowledge to maximize your refund or minimize your balance due. From 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, and we continually strive to be deserving of the respect you give us, and the trust you place in us.

Our entire team is dedicated to your financial success and moving you forward to generate the result you desire. So instead of googling “tax expert near me,” come collaborate with the tax specialist in Charleston, SC at The Clem Collaborative. Give us a call at 843.214.2747 or fill out this form to get started.

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