There are many reasons why you might be searching for a “tax office near me.” You may be a small business owner or entrepreneur looking for help managing your business finances. Or perhaps you are an individual looking for help on your tax return. Maybe you are looking towards retirement and need some help reaching your long term goals. Whatever your reason for searching out tax preparation companies, the team at Clem Collaborative is confident we will be the perfect fit to help you with your tax needs.
For many of our clients, our work together begins when they need help preparing and filing their tax return. There are plenty of tax preparation companies out there that offer tax services. Many of them will even offer deep discounts just to get your business. But would you go to a discount surgeon if you needed heart surgery? Probably not.
Unfortunately, when it comes to their financial health, far too many people mistakenly believe that tax preparation companies are interchangeable, and that cheaper is automatically better. As Enrolled Agents (the highest level of tax certification available), our philosophy at Clem Collaborative is that you are probably not paying enough for tax preparation. Our team, based in Charlston, South Carolina, 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.
At Clem Collaborative we strive to treat every client as if they were our only client. To us, this means everything from making sure we understand your specific goals, to crafting individualized strategies to help you get there, 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 team knows that you work hard for your money and you want to be able to keep as much of it as possible. That is why we use a precise and finely-honed methodology to work systematically through your return. This is designed to ensure that no tax-savings opportunity is overlooked.
We believe the U.S. Tax Code does more than simply provide the government with a way to pay its bills. It actually provides a roadmap to wealth creation – assuming you know where to look. Once your return is completed, we shift our focus from preparation – which is the process of putting the best spin on what has ~already~ happened, to tax planning – which is the process of creating and implementing legal, ethical strategies to reduce the amount of tax you pay in the years to come.
In addition to optimizing your taxes, Clem Collaborative also offers a suite of financial services so you can manage your money in one place. But what really sets us apart from other tax preparation services is our holistic approach to your finances. We treat each aspect of your financial life as part of a unified whole, so we can help you move further and faster toward your goals. This is achieved through:
We believe what every business ~truly~ needs is a Virtual Financial Office. A team of people who will not only tally the numbers, but who will “read the tea leaves” and relay to you the story that your numbers are telling so you have the strategic information you need to move your business further and faster towards its ultimate potential.
At the Clem Collaborative, we begin with the end in mind, by helping our clients create not only a Master Goal, but achievable, trackable targets for along the way so you know exactly how much money you need to save in order to live the life you want after you retire.
Our experience has shown us that virtually everyone has some sort of financial “bottleneck” that is keeping them from reaching their financial potential. Our Money Coaching program allows us to help our clients identify – then defeat – those financial “demons” and break through the bottleneck once and for all.