Tax Preparation & Representation

Intro

Clement Tax Service provides professional tax preparation and representation services for individuals and small businesses in San Francisco and throughout California. We prepare and file federal and state tax returns with a focus on accuracy, compliance, and clear communication.

Our goal is to help clients understand their tax obligations, address potential issues proactively, and file with confidence—whether the return is straightforward or involves more complex considerations.

What we help with

  • Individual income tax return preparation

  • Business tax return preparation

  • Federal, state, and local tax filings

  • Prior-year and amended returns

  • Extension filings and estimated tax guidance

  • IRS and state tax notices and correspondence

  • Audit and examination support

We work with clients across a range of situations and tailor our approach based on each client’s needs.

Who this is for

This service is well suited for:

  • Individuals with multiple income sources

  • Self-employed individuals and freelancers

  • Small business owners

  • Clients with investments, rental properties, or stock compensation

  • Individuals or businesses dealing with prior-year issues or tax notices

Our Process

We follow a structured, organized process to ensure accuracy and consistency:

  1. Initial Intake
    We collect background information and required documents through a secure system.

  2. Preparation & Review
    Your return is prepared and reviewed carefully to identify potential issues and ensure compliance.

  3. Client Review
    We review key details with you and address any questions before filing.

  4. Filing & Confirmation
    Returns are filed electronically when possible, and confirmations are provided.

  5. Post-Filing Support
    We remain available to assist with follow-up questions, notices, or additional needs.

FAQs

What documents do I need to provide?

Required documents vary depending on your situation but typically include income statements, prior-year tax returns, and relevant supporting information. We provide guidance during intake.

Do you work with clients remotely?

Yes. We work with clients locally and remotely through secure online systems.

Do you help with prior-year returns?

Yes. We assist with prior-year and amended returns, depending on availability and scope.

Do you handle IRS or state notices?

Yes. We help clients respond to IRS and state tax notices and provide representation when appropriate.

How much does tax preparation cost?

Fees vary based on the complexity of the return and services required. We discuss scope and pricing before beginning work.