Estate Planning Firm in Desert Ridge / Cave Creek, AZ
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 Desert Ridge / Cave Creek 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.
Dave with Paramount Tax & Accounting has made my bookkeeping/accounting process so much more efficient, timely and informative. Dave thoroughly has explained options available for my business tax opportunities as well as its growth. Dave has communicated effectively to allow me to understand this part of my business. I...
— Royal Aesthetics & Injectables,
Posted August 7th 2023 on google
Dave is a pleasure to work with. Very professional and thorough.
Dave and his team have been a huge asset to my growing business. He was very helpful and not only handling the day-to-day accounting but also in providing me tips and insights into ways that I can better structure and conduct my business in order to make the most of my income. He has always been very helpful, responsiv...
We highly recommend Dave and Paramount Tax & Accounting! They have been instrumental in helping to grow our business and plan for each year. We refer everyone we know here. Thank you Paramount Tax & Accounting!
— North Scottsdale Fit Body Boot Camp,
Posted July 27th 2023 on google
The best experience ever, I had been behind 7 years on my taxes, due to an illness. Dave was amazing to get me all caught up. Now I don't owe any taxes. I'm extremely grateful for Paramount services.
As a small business owner trying to find the right team to help support your dreams can be a daunting task.
So blessed we have Dave to guide us through our accounting structure. He keeps our business expenses in line, highlights missed opportunities and ways to save.
Highly recommend his services
— Katie Brecheisen,
Posted July 24th 2023 on google
Dave is a fantastic taxtician! Amazing to work with an very knowledgeable about my personal and non-profit needs. Great company!
— Kevin T Merrill,
Posted July 24th 2023 on google
I highly recommend Dave Brown with Paramount Tax. Dave displayed an impressive level of expertise and professionalism throughout the process. His attention to detail and thoroughness ensured that I maximized my deductions and saved money. I'm incredibly satisfied with his services and will be returning for all future t...
— James Igbinovia,
Posted July 24th 2023 on google
Dave has a level of professionalism and detail to his work that you want in an accountant. He is proactive, rather than reactive, and he always is in contact with his clients.
I would recommend Dave to anyone for their taxes.
Dave is a invaluable resource to me and my clients. As a wealth manager, we refer him regularly to handle client needs ranging from simple tax needs to complex strategies and accounting. I highly recommend you reach out to Dave for any tax or accounting questions/needs as he is an expert in his field.
Dave is awesome! He's got some great in-depth knowledge of personal and business tax returns and is super helpful with figuring out how to get a good return.
My fiance and I are trying to buy our first house, Dave helped us get 4 years right with the IRS so we can start moving forward. He accommodated our schedule and the whole process was a lot smoother than I expected, makes me wish we didnt wait so long to do this! So happy with the service he provided and can't say how ...
First time using a professional preparer and had a wonderful experience with Dave Brown! Took the time to answer all my questions, he was very patient with me. He definitely knew what he was doing, and was very organized and efficient. I felt so relieved after leaving his office! I will be returning next year. Worth ev...
Dave did a great job working on my personal return and making sure I got the most money back. Additionally, he was able to fix and correct a previous year issue caused from a mistake by a previous accountant . Would definitely recommend him.
— Jonathan Firouzi,
Posted May 15th 2023 on google
Free
3-Year Tax Review
We review 3 years back to find errors / missed deductions.
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 - Desert Ridge, is that our firm utilizes the services of CPAs, EAs, and Attorneys who are distinguished from other finance professionals by stringent qualification and licensing requirements.
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 Estate Planning firm in Desert Ridge / Cave Creek. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Desert Ridge!
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 such as CPAs, EAs and Attorneys, 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 - Desert Ridge a call or visit our
tax and accountingbookkeeping firm in Desert Ridge / Cave Creek
for a free consultation.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
Paramount Tax is now offering financial and tax franchises across the US!
Free
3-Year Tax Review
