Work With
Courtney Clay.
STOP Filing and START Strategizing™
Personal tax preparation, Schedule C support, and year-round planning—with someone who takes time to explain the details.
I help individuals, families, and small-business owners feel more prepared, ask better questions, and understand their next steps.
Courtney M. Clay
Tax Advisor & Strategist
Truesdale Tax Solutions
How I can help
Support for your life.
A plan for what’s next.
We’ll start with your situation, agree on the support you need, and keep the next steps clear.
1
Personal & Family Taxes
Careful preparation and clear explanations for your individual tax picture.
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Federal and state returns
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Life changes, deductions, and credits
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Prior-year and unfiled returns
02
Schedule C small businesses
Practical support for sole proprietors and eligible single-member LLCs.
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Business income and expense review
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Mileage and home-office questions
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Preparation alongside your personal return
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Year-round planning
Conversations before filing season, so you can make informed decisions along the way.
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Withholding and W-4 reviews
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Tax projections and quarterly estimates
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Planning for income and business changes
Need a separate S-Corp, partnership, or other entity return? I’ll coordinate with Veronica and the Truesdale team so your personal and business needs stay connected. Explore the firm’s personal tax services or business services.
Meet Courtney
Your tax advisor.
And your neighbor.
Hi, I’m Courtney. I’m based in Summerville, and I care about making taxes feel more understandable and manageable. I take time to ask questions, look closely at the details, and explain what they mean for you.
My goal is for you to feel comfortable asking questions and confident about what comes next—from preparing a return to planning for a change in your family, income, or business.
Outside of work, I’m a wife and mom who loves traveling with my family, catching football games, and being part of our community. I know how much goes into balancing work, a household, and everything in between. That’s why clear communication and personal attention matter to me.
Family adventures Football game days Summerville life
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A little adventure. A lot of family time.
What to expect
A personal connection.
A clear process.
01 / Let’s connect
Start with a conversation.
Tell me what’s happening in your life or business and what you’d like help understanding. You don’t need to have every answer before reaching out.
02 / Get organized
Know what comes next.
We’ll agree on services and fees. I’ll guide you through the office’s intake process and the records needed for your situation.
03 / Review & plan
Understand your next steps.
We’ll review your results, discuss questions, and identify appropriate follow-up or planning opportunities.
Your services, filing documents, and invoices follow Truesdale Tax Solutions’ established process. I remain your primary point of contact for your personal and Schedule C services, with support from Veronica and the firm when needed.
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