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At Clermont & Associates, we design the financial approach to meet your needs. We take a proactive approach to finances. We get to know you and your business, so you have someone to call when you need to make a decision that impacts your bottom line. We are not a machine that just wants to see you when your taxes are due. From personal finances to business planning and exit strategies, we can help you build a clear road map to sleep well at night with a healthy financial plan.

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.

We invite you to schedule a sit-down meeting to explore your growth needs and how we can uncover ideas that you might not have thought of. Of course, your initial consultation is complimentary.

 

Any software can do your taxes but are you really doing the best you can to protect yourself while taking the most advantage of your deductions? 10 Thing you need to do before you even open the doors. Whether it's a business, a house or inventory...be sure that you plan for the best possible tax position. Do you have enough to stay afloat if you live longer? What about a rainy day. Get tips on how to prepare. Who will be gone by the end of the year? And are they replaceable? Get an employee retention audit, ASAP.