$1 Million Tax Audit Protection 

Estate Planning Firm in Carrollton, TX

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 Carrollton 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 Carrollton for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Carrollton

Easy Online Booking

Get started with Paramount for your tax services in Carrollton, TX, recommended by family and friends every time.

OR

Easy Online Booking

Get started with Paramount for your tax services in Carrollton, TX, recommended by family and friends every time.

OR

Request Appointment

Hear Why Our Clients Love Us

  • Brett Whiting
    Always a great experience with them. They make tax planning and tax filing a breeze. Thank you Paramount Tax!
  • Alex Podmazka
    Amazing experience!
  • jeff collins
    I’ve worked quite a few tax services. Have been really happy with Jeff, Talena and team to efficiently help me find ways to save on taxes. I’ve used their service several years now. Each year taxes getting more complex with business, real estate etc.. highly recommend the team
  • Colby Heiner
    Great partners in tax strategy and they work cohesively across my personal and business tax situations. They were recommended by a friend and I have had a great experience working with them for almost 2 years now.
  • Matthew Bauer
    Paramount has been incredible to work with. Very thorough and responsive and always acting in our best interest. Would highly recommend!
  • Chance Peterson
    Very helpful in helping with my taxes!
  • Karen Senkbeil
    Awesome experience, very responsive and friendly staff
  • brie w
    Braden is amazing kind, easy to work with and has saved me a lot of money!
  • Rosalyn Wynn
    Jeff and his team are amazing! Highly professional, easy to work with, and so knowledgeable about the tax industry. I recommend him and his team to everyone I know!
  • Johnny Dance
    Professional, timely, and informative. Paramount has had me and the business top of mind. I’m very appreciative of their strategic and collaborative approach.
  • M Char
    Jeffrey was very helpful. He made the information easy to understand.
  • Larry Cardon
    Jeff was very professional in meeting with me out of tax season. He listened to my needs and offered some good suggestions. I look forward to working with him. Very good at doing my taxes. I do recommend him.
  • Kathryn Barney
    Braden was efficient, quick, and friendly and helped me save money on my taxes.
  • James Kunzler
    Braden Thompson was fantastic to work with! He was super quick, highly knowledgeable, and made the whole process easy. He maximized my deductions and saved me a lot of money through my amended tax return. Highly recommend!
  • Mandee Orton
    Paula Covington was amazing she was friendly and so fast at sending me the documents I needed!!! Thank you
  • Cara Behan
    I recommend Paramount to everyone I know. They do an amazing job.
  • Jennifer Ryan
    Finally found a firm that is super responsive, strategic, conservative and leaves no stone unturned turned in finding tax savings.
  • Lance Wynn
    We have been very happy with the quality of work, knowledge, and professionalism of everyone that we have had the pleasure of working with at Paramount Tax.
  • Curt F
    Braden Thompson is the man. Helped me with my nightmare tax situation. I have already recommended Paramount to my coworkers because of him. Much appreciated.
  • Adam Boyle
    I truly love these guys. My every interaction has been professional, friendly, and helpful. I've referred multiple people to them for this reason. I've had some really bad experiences with other accountants in the past. The guys at Paramount are SO different! They always respond in a timely fashion, and they have saved me a ton on my taxes. Highly recommended!
Carrollton, TX Tax Review

Don’t Leave Money Behind

Maximize your deductions and reduce your liabilities. Schedule with Paramount Tax & Bookkeeping Carrollton today

Contact Us

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 & Bookkeeping Carrollton, 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 Carrollton. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping Carrollton!

Free Consultation 682-900-4125

Upgrade to Tax & AccountingBookkeeping Firm


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 & Bookkeeping Carrollton a call or visit our tax and accountingbookkeeping firm in Carrollton for a free consultation.

Individual Tax Preparation Business Tax Preparation

Why Choose Paramount Tax & Bookkeeping Carrollton?

Carrollton, TX Tax Services

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

tax &accounting franchise


Paramount Tax is now offering financial and tax franchises across the US!


Let us make our success into your success!

Franchise Information Call: 801-784-6677