Investing Tax Strategies Coeur d'Alene / Post Falls

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting Coeur d'Alene 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 Coeur d'Alene / Post Falls 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 Coeur d'Alene 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 Coeur d'Alene 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 Coeur d'Alene / Post Falls today, and schedule a free consultation today.

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Hear Why Our Clients Love Us

  • Ryan Webber
    Sean was amazing. He was very prompt at responding to me when I had questions. He was very clear in his communication and was very quick to complete our returns. I am so grateful I found someone professional to complete our returns. Thank you Sean.
  • Robert Jensen
    Really nice guy very efficient great prices I have nothing bad to say all good I recommend him
  • Zachiah Sawyer
    Sean gave me tax advice for free and was super kind and knowledgable. Would highly recommend Paramount Tax to anyone!
  • Sherri Mann
    Sean is awesome! As a small business owner with many future strategy questions he took the time to answer my questions and give great direction. So grateful to work with Paramount.
  • Jordan Welling
    As a business owner, having a good accountant is crucial, and these guys are top tier. They keep everything organized, save us money, and make taxes stress-free. Super easy to work with and always quick to respond. Couldn’t ask for better service.
  • Alisa Welling
    We met with Sean for a tax consultation regarding both our business partnership and personal taxes, and we couldn’t be happier with the experience. He was welcoming, extremely knowledgeable, and took the time to walk us through every question we had. His ability to explain complex tax topics in a clear and approachable way really stood out. We never felt rushed and truly felt like he had our best interests in mind. It’s clear he cares about his clients and provides excellent service. We’re grateful to have found someone we can trust and will definitely be returning.
  • Shannon McCrary
    Shawn was so helpful and made himself available to answer my tax questions. He provided me with expert answers and I’m so grateful. He’s my new go-to for tax advice!
  • Trish Harrison
    I'm a small business owner who was previously doing her own taxes. Sean helped me transition over to an SCorp and we amended the past couple of years taxes. Now I'm actually getting some $ back, which never happens. Couldn't be happier. Sean is great to work with. He's responsive, trustworthy and motivated. I'm glad I found him. Highly recommended.
  • Carlos Camacho
    I have worked with this accountant for multiple years and keep coming back for a reason. He is knowledgeable, thorough, and always helps me plan ahead for both my personal and business taxes. He explains things clearly, looks out for my long term interests, and makes a complicated process feel manageable. I trust his advice and highly recommend his services.
  • Nicholas Martin
    I'm really grateful for Sean. Very professional and a really nice person. I had some questions regarding my taxes and he was kind enough to answer them for me. I can tell he is a trustworthy person and thanks to him I am confident my taxes will get done right this year. THANK YOU Sean! I look forward to future tax questions I have:)
  • Amy Turner
    Very responsive and helpful in creating an amended return
  • Matt Lang
    Met with Sean to discuss some tax strategies and discuss the coming years taxes. Sean was extremely helpful and was the exact type of individual we are looking to work with. If you are needing some advice for your situation, whether personal or business, I would recommend speaking with Sean.
  • Kyle Maitland
    Sean’s the best haha while I didn’t file with him directly and my call was missed he called me back very quickly even though I didn’t leave a voicemail. He answered absolutely all my questions about my 1040 forms that I had completely free of charge. If you’re a college student like me and are struggling doing your taxes Sean is definitely the man to call. I gave him a 5 star review because it wouldn’t let me give 10 stars
  • Aorin Bowling
    Sean did a great job with are taxes. Very easy to work with and work very hard on trying to save you money. Thanks again. Aorin and Ronda
  • Brad Gunn
    After a 30 year run with a previous tax service, our business needed a new home. A fresh set of eyes on it made a huge difference. Sean is easy to work with. Glad we made the move!
  • Tim Gunn
    Sean is a great guy and I would recommend him to anyone. Thanks!
  • Amy Johnson
    Sean was an absolute pleasure to work with. He got our business and personal taxes done quickly, helped us save on taxes, and was also flexible with the timing of our payment for their services. Great overall experience and will be using them going forward!
  • Eric Cooper
    Sean is communicative and competent. Clear fees, proactive thinking, easy technology to make taxes easy, and he leads a great team. Good tax people are hard to find, give Sean a call!
  • Cole Johnson
    Sean helped me save a lot of money on my taxes! I highly recommend them 👍🏻
  • Mary Drane
    Sean is very knowledgeable and easy to work with! Highly recommend!
Coeur d'Alene / Post Falls, ID 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 Coeur d'Alene, 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 Coeur d'Alene / Post Falls. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Coeur d'Alene!

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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 Coeur d'Alene a call or visit our tax and accountingbookkeeping firm in Coeur d'Alene / Post Falls for a free consultation.

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Coeur d'Alene / Post Falls, ID Tax Services

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