We believe in a better approach to taxes.
We plan to invest a lot of time and attention in your tax planning and preparation.
We respectfully ask that you consider us for your tax-related needs, but we know that in order to do that, you need to get to know us first.
Our Story
To put it simply, I work with a lot of business owners. No matter the nature or size of the business, the most common complaint I get is around taxation. Thankfully, taxation is one of the most controllable aspects of somebody’s finances. It’s all just a matter of “if you do this… then you get this.” That’s not the case in financial planning… or for many other things in life.
The standard operating procedure for most accountants and CPAs is rear looking. “Here’s what your taxes were last year, pay this amount, etc.” and then they rinse, repeat, and limit their scope to the past.
In 2021, I decided it was time to disrupt the status quo. I said, “Let’s start a tax firm that focuses on looking forward and not backward. Because you can explain what’s already happened, but how do you fix it? Or better yet, how do you improve upon it?”
That was the impetus for creating TreMonte Tax.
Derek Dall’Olmo | Founder
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University of Michigan, Ann Arbor (Bachelor of Science, 2005)
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Certified Financial Planner (CFP®) (2012)
- Enrolled Agent (EA) (2023)
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Proud father of three future Wolverines
I’m a family man, as you can see. Along with my wife, Jen (an elementary schoolteacher), we have three daughters which make my life about as big an adventure as yours is. So I get it when you come to me with questions about how to plan for a secure financial future.
I started this company because I want to change the way financial services are delivered – and that’s why you don’t see a picture of me in a suit. As the founder and Chief Compliance Officer of TreMonte Financial Consultants, my goal is to bring my 17+ years of experience to the table; and while we’re sitting there, we’ll design your financial future together.
Awards and Certifications
Certified Financial Planner (CFP®) (2012)
Derek has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience, and ethical requirements of the CFP® Board.
Enrolled Agent (EA) (2023)
Derek has earned the privilege of representing taxpayers before the Internal Revenue Service and is unrestricted as to which taxpayers he can represent, what types of tax matters he can handle, and which IRS offices he can represent clients before. Enrolled agent status is the highest credential the IRS awards.
Melissa Niedzielski | Enrolled Agent (EA) (2022)
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Grand Valley State University (Accounting + Biz Mgmt, 2013)
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Enrolled Agent (EA) (2022)
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“Adventure” is her middle name
I am an adventure seeker. My husband and I are building a life where we vacation to explore, not just escape. In 2020, we welcomed our son Kailer “Kai” and are excited to instill the travel bug in him. We are in the growing phase of our lives, accumulating assets and working as a team toward common goals. We have regular budgeting meetings and make it a priority once a year to stop and dream together.
I’ve been with TreMonte since 2019. I am a big proponent of financial stewardship and cultivating your own financial intelligence. To me, that begins with a healthy understanding of your income and expenses + knowing exactly where your money is going. You will often hear me jabbering on about YNAB while enjoying a cup of tea.
Awards and Certifications
Enrolled Agent (EA) (2022)
Melissa has earned the privilege of representing taxpayers before the Internal Revenue Service and is unrestricted as to which taxpayers she can represent, what types of tax matters she can handle, and which IRS offices she can represent clients before. Enrolled agent status is the highest credential the IRS awards.