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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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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

Bradenton / Sarasota, FL tax preparation

Paramount Tax & Accounting in Bradenton Metro tax accountant

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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.
— Omar O. S. Schwanzer, Posted February 19th 2025 on google
Best experience ever! Adam is amazing and is so personal. Highly recommend his services!
— Nicole Schwanzer, Posted February 19th 2025 on google
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 abou...
— Trip, Posted January 21st 2025 on google
Very helpful and efficient. Thank you.
— Caryn Hitt, Posted January 21st 2025 on google
I'm so grateful coming with them Adam hi is excellent hi explained good nice person thanks all advices
— Guadalupe Tellez, Posted December 17th 2024 on google
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.
— Jason Reid, Posted August 5th 2024 on google
I called for support regarding a unique type of IRA. Phil returned my call promptly and helped review the details and suggested some next steps. I would recommend his services!
— Jenna Haffenden, Posted June 23rd 2024 on google
Phil was wonderful to work with. We had several years' worth of complicated returns to file, and he put us at ease with a relatively stressful situation. He was fast, efficient, and reassuring. I highly recommend his services!
— Genevieve Raymond, Posted June 12th 2024 on google
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
— Melissa Lilly, Posted May 13th 2024 on google
Phil was great. It was quick and easy to get my taxes done. Thanks Phil!
— Andrea Strand, Posted May 8th 2024 on google
Adam was great, answered all of our questions and helped us get ready for next year.
— Kelly Ali, Posted April 21st 2024 on google
Adam was another great resource of Paramount Tax & Accounting! The expertise here is absolutely amazing these guys are always a huge help and a wealth of knowledge in the Tax System!! We are so great full for all of their help!!
— Taco Sauce Adventures (The Traveling Couches), Posted April 1st 2024 on google
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.
— McKay Miles, Posted February 9th 2023 on google
Adam and his team are first rate!!
— David Landia, Posted February 9th 2023 on google
Adam is great. he'll take care of you
— Zeek Dog, Posted February 9th 2023 on google
Adam is diligent and thorough. Highly recommended.
— KRISTI OTTLEY, Posted February 8th 2023 on google
I’m very happy with how Paramount handles my taxes. Much thanks!
— Becca Wilhelm, Posted February 8th 2023 on google
Paramount Tax and Accounting is an awesome company. Adam whom is there is very knowledgeable and thorough. I highly recommend them for your taxes.
— Pat Peters, Posted February 8th 2023 on google
Bradenton / Sarasota, FL Tax Review

Free 3-Year Tax Review

We review 3 years back to find errors / missed deductions.

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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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