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Investing Tax Strategies Charlotte

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting Charlotte 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 Charlotte 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 Charlotte 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 Charlotte 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 Charlotte today, and schedule a free consultation today.

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Hear Why Our Clients Love Us

  • Amandeep Saluja
    Juan is dependable, thoughtful, and truly committed to doing what’s right. You can trust them to show up with integrity every time.
  • Amber Holland
    Juan was available in a pinch and took care of what I needed! Highly recommend Juan and Paramount Tax & Accounting!
  • Zoey
    I had such a great experience working with Juan. He helped me with several years of amended tax returns, and the entire process was so smooth and surprisingly fast. He explained everything clearly, responded quickly, and was extremely organized and efficient. I really appreciated how patient and professional he was — I had been stressed about this issue for a long time, and he handled everything in a way that made me feel reassured and taken care of. The quality of his work is excellent, and he pays attention to details that many others overlook. I’m very grateful I found him. Highly recommend!
  • Aniyah Robinson
    Very kind help me with everything I need for my business
  • Felicia H. TI
    Thank you Juan for your expertise. Looking forward to working with you
  • Anna
    Janis great tax analysis. Highly recommend Paramount Tax
  • Marlon Hernández
    (Translated by Google) Very attentive. I worked with Juan and he is the most understanding and attentive person. (Original) Muy atentos trabajé con Juan y es la persona más compresiva y atenta
  • Jhosua Gonzalez
    (Translated by Google) Mr. Juan was a true professional, completely attentive, always punctual, and always answered my questions, helping me resolve my tax problem in the best way possible, as well as help me file my tax return, which was actually a bit complicated. I highly recommend and thank you! (Original) El señor Juan fue todo un profesional, completamente atento, siempre puntual y resolviendo mis dudas y ayudándome a resolver de la mejor manera mi problema con taxes y hacer mi declaración que realmente estaba un poco engorrosa, altamente recomendado y agradecido!!!
  • Shelly Murphy
    Wow! Juan was... amazing!!! He helped me restructure my business and got my taxes filed in less than a week!!! I could not have been happier with the results of his work, and in such a short amount of time! Highly recommend!! 10/10!
  • Nate Breneman
    Took me on as a last minute, highly complicated client for tax filing and preparation. Was extremely helpful and proactive with explaining things, and was in tune to what I would explain regarding my business to get the return done as properly, and quickly, as possible. Highly recommend, thank you a ton!
  • Kyle van Niekerk
    Juan is a very nice guy! Explained the whole process very thoroughly. 10/10 recommend and I would use him again in the future for sure.
  • Sean McCarthy
    Juan was great to work with. He answered all my questions and made a complicated situation understandable to me. Because of his advice, I am now considering multiple other tax strategies that I would not have known about otherwise. Thank you, Juan!
  • Matt Shapiro
    Juan Rincon has been absolutely fantastic to work with. He is extremely responsive and professional, always quick to answer questions and provide guidance. The entire process was fully digital, which made things so convenient—we never had to step foot in the office once. He handled a complicated multi-state tax return for us with ease and took the time to explain everything in plain, easy-to-understand terms. That made us feel confident and informed every step of the way. Highly recommend Juan for anyone looking for a top-notch accountant!
  • Pardise Salehy
    I partnered with Juan R. in Charlotte to amend my taxes and not only was he timely in his review and processing but so extremely detailed in his explanations of the errors made by the previous filer. Juan had a very short turnaround time from the day I submitted by documents to when the amended tax returns were submitted by him (and approved immediately by the IRS). I plan to use Juan’s services in the future. I highly recommend him!
  • Crowe Family
    Juan with Paramount Tax was extremely helpful with my taxes this year. I had a unique situation requiring expert tax help, and Juan successfully addressed my concerns promptly and at a reasonable price. I will use Juan and Paramount Tax again, and I highly recommend his tax services.
  • Raul Morales
    Paramount Tax was amazing when helping me navigate the tax and basics framework of launching my LLC. Thank you so much!
  • Brittany Cooper
    Juan has been amazing and went through with me and my husband about the whole process in details. Also he was on holidays but still manage to answer our queries. My husband rate Juan very high. He is always committed to solve our problem. I would recommend Juan to everyone out there with tax, amendments and other accounting and tax related services.
  • Roman Townsend
    I just completed my first year of both business and personal taxes with Juan, and I couldn’t be more satisfied. He is extremely professional, knowledgeable, and patient. I tend to have a lot of questions, and Juan always provides clear, thorough, and competent answers. He’s straightforward and to the point, yet personable and easy to work with. I truly look forward to growing my budding business with his guidance and support. Highly recommended!
  • Katrina
    Juan is an expert in Tax planning. We have a more complicated situation with filing as a California W2 income and also LLC in the Charlotte area. However, Juan does an amazing job deep into the strategy and provides insightful ideas to plan for future returns that will greatly benefit our tax finances. Hope this is the beginning of a long term partnership!
  • Marlon Waters
    Informative and helpful
Charlotte, NC 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 Charlotte, 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 Charlotte. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Charlotte!

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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 Charlotte a call or visit our tax and accountingbookkeeping firm in Charlotte for a free consultation.

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Charlotte, NC Tax Services

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

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