Looking for a tax preparer in Charleston, SC that understands your business? Whether you’ve been in business for years or are in need of a tax accountant for the first time, the professionals at The Clem Collaborative are here to help. We take a holistic approach to tax preparation services and financial planning that takes your business from reactive to proactive.
Our clients come to us with big dreams and financial goals that they want to achieve. And more often than not, they don’t know how to make their money work for them. At the Clem Collaborative, our mission is to help guide the way for greater wealth creation so that you can achieve your long term financial goals.
It’s true – the U.S Tax Code actually provides a roadmap to wealth creation as long as you know where to look. That means we don’t take a cookie-cutter approach to your tax return. When you become a client, you can expect a partnership built on trust and shared respect. Our goal is to make each and every client feel as though they are our only client.
The first step in that relationship will be to sit down with one of our tax professionals for an initial Tax Interview. In this meeting we will take the time to understand your specific situation so we can make the most of your return. We will discuss your long term goals and what you want your money to be able to do for you as well as collect all necessary financial documents.
Once we have all the information we need, we will work systematically through your return with our finely-honed methodology designed to take advantage of every tax-savings opportunity legally available to you.
The final step before your return is filed is to meet again to go through your return. This allows you time to ask questions and understand how we were able to fit the pieces together. We will also discuss what you can do in the future to reduce the amount of tax you pay going forward. When was the last time your tax preparer had an in-depth discussion about your long term financial goals?
In addition to our personalized tax preparation services mentioned above, we are more than just accountants who prepare tax returns. We offer a suite of financial services designed to move you further and faster towards your financial goals. Our guiding principle is to pay yourself more than you pay the government. This is achieved through:
● Tax Planning – which is the process of creating and implementing legal and ethical strategies designed to reduce the amount of tax you pay in years to come.
● Virtual Bookkeeping – we have a dedicated “Virtual Financial Office” available to you throughout the year keeping accurate records and providing you with strategic information to help you reach your goals. Not only does this allow your money to work for you, but it makes paying taxes much less stressful.
● Financial Planning – no one wants to be unprepared for retirement. Our team starts with the end in mind and helps you create a plan with achievable and trackable targets in order to reach your Master Goal.
● Money Coaching – No amount of money will get you to your goals if you don’t have the right mindset. We will help you identify and defeat whatever financial “demons” are keeping you from reaching your full financial potential.
● Problem Resolution – If you are behind on your taxes we can help you find a workable solution to paying your debt and building a strong foundation for the future.