New Client Information

Thank you for your interest in working with Clement Tax Service. To ensure a good fit and a smooth experience, we ask new clients to review the information below before reaching out.

Who We Typically Work With

We work with individuals and small to mid-sized businesses who value accuracy, clear communication, and dependable professional support. Many of our client relationships are long-term and built on trust.

Our services are best suited for clients who:

  • Are seeking reliable tax preparation and accounting support

  • Value timely communication and organized documentation

  • Prefer a professional, straightforward approach

  • Are comfortable using secure online systems when needed

What the Onboarding Process Looks Like

For new clients, our process typically includes:

  1. An initial inquiry through our Contact page

  2. A review of your information to confirm scope and fit

  3. A brief discussion if needed to clarify details or expectations

  4. Completion of required intake forms and engagement documents

  5. Secure document submission through our client portal

Once onboarding is complete, we will provide clear next steps and timelines.

Timing and Availability

Tax preparation and accounting services are subject to seasonal demand. During peak tax season, response times and turnaround times may vary. We encourage new clients to reach out as early as possible to ensure availability.

Fees and Engagements

Our fees vary based on the type and complexity of services provided. We aim to be transparent about pricing and scope before beginning any work. Engagement letters outlining services and fees are required before work commences.

Ready to Get Started?

If you believe our firm may be a good fit for your needs, we invite you to contact us to begin the conversation.