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Estate Planning Firm in Bradenton / Sarasota, FL

Estate Planning Services

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. To give you the best possible advice, we have partnered with some of the best financial planners. Through these financial professionals, we offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, our tax accountantsbookkeepers in Bradenton / Sarasota will be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
  • The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Contact one of the top accountingbookkeeping firms in Bradenton / Sarasota for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Bradenton / Sarasota

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Get started with Paramount for your tax services in Bradenton / Sarasota, FL, recommended by family and friends every time.

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Contact Paramount Tax & Accounting in Bradenton Metro

Easy Online Booking

Get started with Paramount for your tax services in Bradenton / Sarasota, FL, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting in Bradenton Metro
Request Appointment
Paramount Tax has been a life saver for me and my family. They have taken the time to help us understand our tax needs.
— Jim McCallson, Posted February 17th 2023 on google
I've known Adam for a years and when I heard he was opening his own tax office, I was ecstatic! He is so friendly and smart! I've talked with him about tax preparation and he gave me some great tax savings advice! Go see Adam in his new office in Annandale!
— Sami Meyer, Posted February 17th 2023 on google
I’ve known Adam for a number of years. I’ve always found him to be both a hard worker but also very conscientious of others and their needs. Would highly recommend.
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Adam and his team are first rate!!
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Adam is great. he'll take care of you
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Adam is diligent and thorough. Highly recommended.
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I’m very happy with how Paramount handles my taxes. Much thanks!
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Paramount Tax and Accounting is an awesome company. Adam whom is there is very knowledgeable and thorough. I highly recommend them for your taxes.
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Adam is easy to talk to and very knowledgeable.
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Great company that will surely have great success!!
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Adam is very dependable and knowledgeable. He is able to work with anyone. I highly recommend his and Paramounts services.
— Mary Doane, Posted February 8th 2023 on google
Wow, Adam and team are so great and we loved working with the team at Paramount Tax on this year's tax planning. My personal tax returns seemed to have way less liability than last year and now I have my business also porting over to them for more accounting assistance!
— Amber Christiansen, Posted February 8th 2023 on google
I had a fantastic experience at Paramount Tax & Accounting in Annandale. Keep up the good work!
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Adam is highly intelligent, efficient, great to work with and such a wonderful person to boot! Highly recommended!
— Jordan Miera, Posted February 8th 2023 on google
I love Paramount Tax and Accounting - everyone there has been great to work with.
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What a great experience! Very knowledgeable!
— Troy Thomas, Posted February 8th 2023 on google
Adam is very knowledgeable and helpful. He is a real team player.
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Adam truly cares about his customers! You won’t be disappointed!
— Gabe May, Posted February 8th 2023 on google
Bradenton / Sarasota, FL Tax Review

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Paramount Experience


Many people do not know how a professional tax firm differs from a tax preparer. The main difference when working with a professional tax and accountingbookkeeping firm, such as Paramount Tax & Accounting in Bradenton Metro, is that we know taxes!

Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 Estate Planning firm in Bradenton / Sarasota. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting in Bradenton Metro!

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Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accountingbookkeeping firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accountingbookkeeping firm utilizes licensed professionals, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax & Accounting in Bradenton Metro a call or visit our tax and accountingbookkeeping firm in Bradenton / Sarasota for a free consultation.

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Why Choose Paramount Tax & Accounting in Bradenton Metro?

Bradenton / Sarasota, FL Tax Services

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Bookkeeping Services in Bradenton / Sarasota

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