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Estate Planning Firm in San Jose / Campbell, CA

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 San Jose / Campbell 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 San Jose / Campbell for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning San Jose / Campbell

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Get started with Paramount for your tax services in San Jose / Campbell, CA, recommended by family and friends every time.

OR

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Contact Paramount Tax & Accounting Silicon Valley Central

Easy Online Booking

Get started with Paramount for your tax services in San Jose / Campbell, CA, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Silicon Valley Central
Request Appointment
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I’m very happy with Elayne’s attention to detail and how quickly she was able to help me with my business and personal returns. Her pricing is very fair as well! I was with my passed accountant for over 30 years and was nervous about finding a replacement after he retired but I’m very comfortable with Elayne at P...
— Allen Francis, Posted December 18th 2023 on google
Elayne is great to work with and does excellent work. Quick turnaround and I’m extremely happy with the results I receive. Definitely recommend Paramount Tax and Accounting!!!
— Robert Blomberg, Posted October 2nd 2023 on google
Elayne is amazing and super helpful in maximizing our refund. Her fee is very reasonable too!
— Princess LMC, Posted August 15th 2023 on google
Elayne is very helpful and giving great advice. Appreciate that..
— pbs pbs, Posted August 15th 2023 on google
Elayne’s deep experience, attention to detail and true desire to do her best job for her customers makes her my top recommendation if you are looking for tax services.
— lisascotch, Posted March 20th 2022 on google
Can't say enough great things about Elayne! She is professional, knowledgeable and has great attention to detail. Highly recommend her services.
— Amy Weidman, Posted August 1st 2023 on google
Elayne, is knowledgeable, responsive, and professional! I recommend her for all your tax needs.
— Dorothy Brown, Posted August 1st 2023 on google
Professional, Fast, Reliable Tax service,
— Doug Wu, Posted July 14th 2023 on google
Elayne was a pleasure to work with. She is organized and a great communicator. Our taxes were prepared in a timely manner and I highly recommend Elayne and Paramount Tax and Accounting.
— Lisa McCormack, Posted April 27th 2023 on google
Working with Elayne Pace was a seamless experience! Her portal is simple to use, and everything can be done electronically. I highly recommend her services at Paramount Tax & Accounting.
— Kathy Brady, Posted April 27th 2023 on google
This is my 2nd year using Elayne at Paramount Tax & Accounting. Had a great experience last year so used her again with a much more complex tax situation. Elayne made the process easy. She was great to work with, easy to communicate with and super easy to understand. Highly recommend Elayne at Paramount and plan to con...
— Christine Swanson, Posted April 6th 2022 on google
We had the pleasure of working with Elayne for our 2022 tax return and we couldn't be happier with the level of service she provided. Elayne was knowledgeable, professional, and always responsive to our questions and concerns. She made the process of filing our tax return a breeze, and we were thrilled to hear that it ...
— Nadya V, Posted April 15th 2023 on google
I was completely confused with how to manage moving from a W-2 employee to self-employed and Elayne made the entire process so easy. Her suggestions saved me much more money than I would have managed on my own or with TurboTax and I highly recommend her services to anyone in need of some tax hand-holding.
— Jeremy Cox, Posted April 10th 2023 on google
Elayne helped me incorporate my real estate business. She answered all of my questions and provided valuable advice and consulting that saved me thousands of dollars. I am so glad that I chose Elayne Pace and I feel confident referring her to all of my clients.
— David Conti, Posted August 1st 2022 on google
I worked with Elayne Pace. She did a great job! Prompt and responsive.
— LaRae Verhoek, Posted March 15th 2023 on google
I recommend Paramount Tax to anyone looking to remove the stress of filing taxes. The process was straightforward and Elayne was always available to answer any questions.
— Larissa Delgadillo, Posted March 8th 2023 on google
Elayne was fantastic to work with. Amazing with communication and would take her time to explain things to me and answered any questions I Had.
— B J, Posted March 5th 2023 on google
Recommended from a friend. Elayne was great. Hassle-free tax preparation with a smile. It was convenient to scan in your documents to a secure portal at your leisure, followed by a brief optional meeting to review. Cost for tax prep is on par with others. This business is located in San Jose's Cambrian area.
— Todd G., Posted February 12th 2023 on google
I highly recommend working with Elayne, in any context. She is responsive, diligent, informed and compassionate. She cares deeply about the individuals she serves and I felt that my family's needs were her utmost priority. Thank you Elayne!
— Lauren Lessard, Posted November 17th 2022 on google
Elayne at Paramount Tax & Accounting is a true professional and very personable. She can answer and solve complex tax and accounting questions.
— David Bruni, Posted November 16th 2022 on google
San Jose / Campbell, CA Tax Review

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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 Silicon Valley Central, is that our firm utilizes the services of licensed professionals.

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 firm in San Jose / Campbell. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Silicon Valley Central!

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San Jose / Campbell, CA Tax Services

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