Claire Gallant
CPA, CFP® | Co-Founder: Vivify & The Right Accountant | Tax support for wealth advisors & their everyday clients | Advocate for tech-forward accounting firms
- Role
- Co-founder at The Right Accountant
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Claire Gallant
I believe everyday taxpayers deserve a calm, confident tax experience.And I believe wealth advisors deserve a tax partner who supports their planning work, not complicates it.As both a CPA and CFP®, I’ve seen how stressed people feel around taxes and how difficult it is for advisors to find a partner who communicates clearly, collaborates well, and fits naturally into the advisor-client relationship. That’s why I co-founded Vivify.At Vivify, we help advisors simplify taxes for their everyday clients through: Flat-fee, transparent tax preparation Planning-first conversations that reinforce your work as the advisor Education that helps clients actually understand their tax situation A collaborative approach designed to strengthen advisor+client trustI also co-founded The Right Accountant to support other accounting firms. I care deeply about elevating firm owners who lead with people, process, and purpose. and giving taxpayers an easier way to find them.A few things that matter to me: Making financial services feel approachable, not intimidating Designing no-code, automated systems that improve client + advisor workflows Supporting parents building purposeful businesses while balancing primary caregivingIf you\'re a wealth advisor looking for a thoughtful tax partner or a modern accounting firm owner building something meaningful - I’d love to connect.
Experience
Co-founder
Jul 2025 — Present · Cincinnati, OH, US
The Right Accountant is a directory created by accountants to help wealth advisors and accountants make more intentional referrals. By highlighting each accountant\'s specialties, ideal clients, and current availability, it helps people connect with an accountant who truly fits their needs.
Education
Indiana University - Kelley School of Business
MBA
Indiana University - Kelley School of Business
Bachelor of Science in Business Administration
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