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Investing Tax Strategies Bradenton / Sarasota

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting in Bradenton Metro offer professional advice on the best tax strategies for your business or individual financial situation, including savings plans such as 529 college savings plans, or a Roth IRAs to reduce future taxes as well as defer them. Additionally we work with all investment types such as HSAs, 403(b)s, IRAs, and 401(k)s to ensure you pay the lowest taxes possible while still enjoying the benefits that come with investing.

With the help of the Bradenton / Sarasota tax advisors at Paramount, we aid you in:

  • Investment Goals - These can be a big help to you by calculating what investments you need to in order to maximize, and boost your investment returns. While they help make the most of your finances, they decrease the risks you’re taking, and ensure that you meet your goals.
  • Saving For Retirement - Most people value their retirement. Paramount Tax & Accounting in Bradenton Metro takes that into consideration, and evaluates your assets and sources of income. After doing this we find the best advice on how to save the most for you in your retirement stage.
  • Protection - You never know when a tragedy is going to strike, and making sure that you have enough money saved in case of an emergency is important. Looking over insurance coverage, any disability you may have, and your health benefits, will help you to determine what you need to save, and how to make the most of your savings.
  • Passing On Your Savings - Our goal is to increase the financial worth of your estate . We do this by looking into what risks we can minimize. We will single out the negative assets, and factor that into maximizing your estate. We save money by cutting down on the amount of estate taxes, lawyers, and creditors you have to pay for, because of the negative outcome it can have.
  • Education - Examining your assets, and giving you strategies on how to avoid shortfalls, is something that Paramount Tax & Accounting in Bradenton Metro takes into account. We work to establish a savings plan, provide you with wealth strategies, and help you to save so that you’re able to pay for education costs.

Paramount Tax and AccountingBookkeeping is dedicated to helping you make the most of your financial goals. By using tax strategies, we can help you to reduce any forthcoming taxes that you will have. We want to make sure you make the most of your investments, and get you on the right track to saving your money. Let us help you to invest in a better future. Contact on of the top accountingbookkeeping firms in Bradenton / Sarasota today, and schedule a free consultation today.

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Hear Why Our Clients Love Us

  • Tommy Booth
    I consulted with Phil, at Paramount Tax, and decided to use his services. I couldn’t be happier. Great advice, clear communication, and excellent service. Everything was very efficient and he made the process convenient even with my commute. I would highly recommend.
  • Mark Cobb
    Great to do business with. Always available to discuss any issue we have.
  • Alyson
    We couldn’t be happier with Adam at Paramount Tax & Accounting!!! He is the absolute best!! He has so much wisdom and is very organized!! Thank you for the best service, Paramount Tax & Accounting!!
  • Shannon Concierge Health Insurance
    Phil has saved my taxes. I was looking at a large bill for a few years after being lied to by another firm. Phil is patient and understanding. His knowledge of the tax laws is superb. I will use his services for many years to come.
  • Alex Gutowski
    Phil is great! Today he helped me amend my LLC because I'm a dummy when it comes to sunbiz stuff. Anyway thanks Phil
  • Edward Fordyce
    Adam and his team welcomed me with open arms. They handled my personal and business returns and did an outstanding job!! Highly recommend!!
  • Hugh Roberts
    Phil is a rock star. I’d recommend him for taxes or any accounting related item. I’ve used him for years. He’s Phil Nye The Tax Guy. How do you not like a guy who rhymes his name with the profession?!
  • Rick R
    Phil is great! He always comes through for us each and every year!!!
  • Robert Knudson
    I found my Mom and Pop tax professionals. Great staff and I love their results
  • John Quesnell
    Phil is a great guy and continues to help me out with my taxes throughout the last few years and let's me know the best possible ways to handle them and will be having him help me out this year thanks
  • Josie Leavitt
    I hired Phil for doing my business and personal taxes for 2024, as I moved to the area and wanted someone that I could work with who was close by. He did a great job, he is responsive and knowledgeable and very glad to have him as our Tax Accountant and look forward to working with him for many years to come.
  • Melissa Lilly
    Phil/Paramount Tax & Accounting is our go to tax accountant for Orange Blossom Coffee. He is responsive, shows great attention to detail and is available for questions whenever we call or email. He has been a great addition to our downtown community. 10 stars
  • Charles Armour
    Working with Phil was a very pleasant experience, and I was more than pleased with his tax services!
  • William O'Brien
    We had an appointment with Adam to prepare our tax return. He is very professional and takes time to know you. He went over the return and explained it page by page. If you chose him for tax preparation you will realize why he is so highly rated!
  • Omar O. S. Schwanzer
    Adam Wilhelm is a highly qualified and fun, yes fun tax expert. I highly recommend him. I am a huge fan of him, he is the best in what he does, great quality service.
  • Nicole Schwanzer
    Best experience ever! Adam is amazing and is so personal. Highly recommend his services!
  • Trip
    I FINALLY found an awesome tax place. Adam is fantastic!! I have my own LLC and Adam literally saved me thousands because I had no idea what I was legally entitled to. In past years I tried a few other tax places in Bradenton and they were totally worthless compared to Adam. The other great thing and peace of mind about Adam is that he is more than happy to take my calls and give me excellent, strategic advice whenever I have a tax question regarding my business.
  • Caryn Hitt
    Very helpful and efficient. Thank you.
  • Guadalupe Tellez
    I'm so grateful coming with them Adam hi is excellent hi explained good nice person thanks all advices
  • Jason Reid
    I went from worrying about my tax returns and paying way too much, to making the tax process easy and seamless and I saved a ton of money. Highly recommend Phil Nye the Tax Guy at Paramount Tax & Accounting.
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 Tax Strategies 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

Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

Bookkeeping Services in Bradenton / Sarasota

Bookkeeping Services in Bountiful Paramount Tax is now offering financial and tax franchises across the US!

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