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ClairmontAdvisory

Clairmont Advisory & Partners

Financial decisions.
Personally supported.
Digitally connected.

Clairmont supports private clients and companies with tax matters, real estate projects and business ventures. A dedicated contact coordinates the relevant specialists. Through your client account you keep track of documents, messages and progress.

Tax return as an employee? Start the free forecast (German) →

New · AI & Automation

Routine work costs more than it should.

A position costs more than the salary: social security contributions add roughly one fifth on top. In three minutes you will see how much of that goes into recurring tasks and which work Clairmont OS can take off your team’s hands.

Services

Three areas, ten services, two exclusive partners.

Every service has its own page with process and terms. Here is the overview: who it is for, what we take on and what you receive in the end – and the partners who work exclusively with us.

Tax & Finance

Wealth & Projects

Advisory & Technology

Exclusive partners

Tax & Finance · 01Tax return for employees
For whom
Employees in Germany with a gross monthly income of at least €2,500 and at least €2,000 of wage tax paid; up to four years retroactively.
We take on
We prepare and optimise the return, check every deduction, file with the tax office and check the tax assessment notice.
Result
A calculated refund forecast (an estimate) in advance, then the filed return. Fee: 30 per cent of the calculated expected refund.
Tax & Finance3 services
  • Tax return for employees

    Who it is for: Employees in Germany with a gross monthly income of at least €2,500 and at least €2,000 of wage tax paid; up to four years retroactively.

    We take on: We prepare and optimise the return, check every deduction, file with the tax office and check the tax assessment notice.

    Result: A calculated refund forecast (an estimate) in advance, then the filed return. Fee: 30 per cent of the calculated expected refund.

    Go to service: Tax return for employees →Start the free forecast (German) →
  • Tax for companies

    Who it is for: Self-employed people, entrepreneurs and managing directors with an annual turnover of €500,000 or more.

    We take on: Analysis of the tax situation, individual strategies, support during tax audits and legislative changes. Tax implementation is carried out by our licensed professional partners.

    Result: A coordinated tax concept with ongoing support. Fee: a 15 per cent service and licence fee on the partner firm's fee.

    Go to service: Tax for companies →
  • Payment solutions

    Who it is for: Companies that want to modernise payment processes, cut costs or offer new payment methods.

    We take on: Selection and introduction of suitable payment solutions, integration of card, SEPA and mobile payments, optimisation of existing processes.

    Result: A working, compliant payment process. The payment services themselves are provided by licensed payment and banking partners, not by Clairmont.

    Go to service: Payment Solutions →
Wealth & Projects3 services
  • Real estate

    Who it is for: Investors who want to enter new-build projects and have selection, due diligence and execution from a single source.

    We take on: Access to construction projects in several locations, investment advice, search mandates, support through to signing.

    Result: A vetted property and a supported closing. Advice: €210 per hour.

    Go to service: Real estate →
  • Solar and heat pumps

    Who it is for: Property owners, companies and investors who want to invest in renewable energy and make use of subsidies.

    We take on: Investment advice, profitability analysis, support with subsidy applications, referral to qualified installation companies.

    Result: A fully costed system through to commissioning. The technical work is carried out by the selected specialist company; terms depend on the property and scope.

    Go to service: Solar and heat pumps →
  • Global sourcing

    Who it is for: Companies and investors that are expanding internationally, looking for partners or structuring cross-border transactions.

    We take on: Identifying and introducing business partners in Europe, the Middle East and Turkey, structuring the transaction, supporting the negotiations, assisting with due diligence.

    Result: A completed deal with vetted partners. Legal protection is provided through our partner law firms.

    Go to service: Global Sourcing →
Advisory & Technology4 services
  • Business advisory

    Who it is for: Entrepreneurs, founders and managing directors who want to develop their strategy and keep legal aspects in mind.

    We take on: A diagnostic session, a strategy memo and a 90-day implementation plan with key figures; advice on formation, restructuring and expansion.

    Result: A workable plan with measurable steps. Advice: €300 per hour; legal assessments through our partners.

    Go to service: Business advisory →
  • AI & Automation

    For whom: Companies with recurring office work that want to lower personnel costs, absorb bottlenecks and stay reachable.

    What we do: We set up Clairmont OS for phone, inbox, receipts, quotes and customer enquiries and connect it to your existing software. Your team approves, and every action is logged.

    Result: Less routine work with the same team. In three minutes the self-assessment shows how much working time and personnel cost goes into recurring tasks.

    To the service: AI & Automation →Calculate your savings potential →
  • AI due diligence

    Who it is for: Companies, investors and law firms that want to make their review and analysis processes faster and more accurate.

    We take on: Technology-assisted review of documents and contracts, risk assessment for transactions, checks for compliance risks, integration into existing review processes.

    Result: Documented decision bases in less time.

    Go to service: AI Due Diligence →
  • Legal advice via partners

    Who it is for: Companies and private individuals with a specific legal question.

    We take on: We find the right lawyer from our network, make the introduction and stay on as your contact.

    Result: A mandate with a licensed partner law firm. Clairmont does not provide legal advice itself.

    Go to service: Legal advisory via partners →
Exclusive partners2 partners
  • Deniz Köse

    Role: Exclusive partner of Clairmont Advisory for strategy and business advisory since the third quarter of 2025.

    Background: Insurance as well as real estate advisory and brokerage; in the partnership with Clairmont above all strategy and business development.

    Contact: Through Clairmont: complete the self-assessment on the business advisory page and we will put you in touch.

    To business advisory →
  • Stephan Bonell

    Role: Exclusive partner of Clairmont Advisory for legal advice. Attorney at law, working as a freelance associate at the law firm KGW Rechtsanwälte.

    Background: Previously at the law firm Hanke & Bonell; continues to look after his clients as usual.

    Contact: bonell@kgw-rechtsanwaelte.de
    0341 92799730
    Dittrichring 15, 04109 Leipzig, Germany

    To legal advice →
How we work

A dedicated contact coordinates the relevant specialists.

The start is the same in every area: an enquiry or forecast, a conversation, an offer. The specific processes are on the service pages.

  • Price and billing per service

    For the tax return, 30 per cent of the calculated expected refund; for advisory work an hourly rate; for projects according to scope – each explained before we start. The offer states when payment is due.

  • Forecasts are estimates

    A forecast is based on your documents and the current rules. What is binding is the tax office's assessment notice or the signed contract.

  • Data in Germany

    Documents and messages are stored on servers in Germany. They are passed on only where processing requires it – for example to the tax office or to engaged professional partners. Details are in the privacy policy.

Technology

Your client account at Clairmont.

Every case has an account in which you upload documents, see the progress and write to your case handler. In use today for the tax return; the other areas are being connected step by step. The views below come from the client account with test data.

  1. View from the client account: track progress

    Track progress

    Five steps from documents to assessment notice – you can see at any time where your case stands and what happens next.

  2. View from the client account: upload documents

    Upload documents

    Every requested document has its place; files are checked for legibility and viruses on upload. Whatever is missing is listed at the top of the card.

  3. View from the client account: exchange messages

    Exchange messages

    Questions to your case handler and the answers stay with the case – no searching through emails, no phone call needed.

Go to client loginYou receive access with your first case – for the tax return directly after the forecast.

About Clairmont

Who is behind Clairmont – and who is responsible for what.

Clairmont Advisory and Partners L.L.C-FZ was founded in 2022 in the Meydan Free Zone (Dubai) and serves clients in the German-speaking region. Locations: Berlin, Istanbul and Baku.

Our own services

Advice, coordination and support are provided by Clairmont itself: a dedicated contact, the client account, preparation of the documents, the forecast and support through to the result.

Partner services

  • Tax for companies: tax implementation is carried out by licensed professional partners; Clairmont coordinates and supports.
  • Legal advisory: legal services are provided exclusively by the engaged partner law firms.
  • Payment Solutions: payment processing, custody, card and account services are provided by licensed payment and banking partners.
  • Solar and heat pumps: planning, installation and workmanship are carried out by the selected specialist company.

We will introduce the responsible people, their qualifications and our professional partners here by name and role as soon as the details have been approved.

Contact

Let's talk about your plans.

Tell us what it is about – we will get back to you with a proposed appointment. For the tax return, the quickest route is the free forecast.