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Estate Planning Firm in Scottsdale / 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 Scottsdale / 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.

Contact one of the top accountingbookkeeping firms in Scottsdale / Cave Creek for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Scottsdale / Cave Creek

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Get started with Paramount for your tax services in Scottsdale / Cave Creek, AZ, recommended by family and friends every time.

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Scottsdale / Cave Creek tax preparation

Paramount Tax & Accounting Scottsdale / North Phoenix tax accountant

Call 602-315-3679 today!

Dave is knowledgeable, professional, and very kind. We are truly impressed by his service and feel blessed to have found him. We highly recommend him.
— Tara Dorman, Posted March 10th 2023 on google
Dave is a delight to work with!
— Jason Asbury, Posted April 14th 2025 on google
Dave at Paramount Tax and Accounting has been our tax go-to person for the last 3 years now. He has a ton of knowledge on all tax and accounting rules and always helps us get the best tax returns. He's diligent, responsive and guarantees his filings in case there's ever an audit. I will recommend him for your tax filin...
— Janesh Mishra, Posted April 12th 2025 on google
Very pleased with their process and customer service. I highly recommend them!
— Eve Hansen, Posted April 9th 2025 on google
Amazing service, helped maximize our taxes. Very insightful. Would recommend greatly
— Reynaldo Hernandez, Posted April 8th 2025 on google
We’ve used David Brown for our taxes for years. 10/10 would recommend!
— Katherine Carey, Posted April 2nd 2025 on google
Dave was phenomenal at helping me with my taxes and now I won’t go to anyone else moving forward. I would highly recommend! Thank you, Dave!
— Renee Delaplaine, Posted April 1st 2025 on google
Dave is masterful at navigating the intricacies of planning. My situation was complicated with numerous state filings and Dave was clear and concise. He respected my time and delivered above and beyond expectations. Thanks, Dave!
— Luke Lewis, Posted March 26th 2025 on google
Dave is great! He uses tech to make it easy to file my personal taxes. He sends me electronic reminders & provides a portal to upload docs. I recently sold my AZ home & bought in IL. I was able to meet with Dave via Zoom to review & file my 2024 taxes. Less than 1 week & I already received my state refund & am expectin...
— Kathleen Johnson, Posted March 24th 2025 on google
Dave was knowledgeable, made the process seamless, and went above and beyond to meet our needs. Highly recommend!
— Vibhu R, Posted March 20th 2025 on google
What relief and a great experience I've had since switching to Paramount. It's a night and day difference working with Dave vs other companies/tax professionals I have used over the years for my small business. I only wish I had found him sooner. Highly recommend!
— Cailin O, Posted March 20th 2025 on google
I have been working with Dave for the last 5 or so years, every year I am so thankful I did. Dave is personable, knowledgeable, and efficient. He has helped set my small business up for success by listing some preemptive actions, which i never would have known on my own. I am grateful for his wisdom and to work with su...
— Brandi Willett, Posted March 19th 2025 on google
Attention to detail! Kind and very accommodating. Look no further you found your person. Super efficient and very helpful. We highly recommend! Camille / Steven
— Camille Kirkendall, Posted March 19th 2025 on google
First time using Dave at Paramount Tax. Preparation with document upload was easy. Dave was personable and knowledgable. Taxes were completed quickly, with all questions answered. Dave compared this year’s return with last year looking for any in consistencies. Very pleased with his service. Looking for a long prof...
— Cindy Leroux, Posted March 14th 2025 on google
Dave provides professionalt tax service providing excellent listening and communication skills connecting to my mother's specific needs as a senior widowed client. It is with great appreciation and gratitude that we have been referred to Dave by a fellow colleague. I would recommend Dave in Arizona or Mike in Rancho Cu...
— Sheila Marchbanks, Posted March 11th 2025 on google
We are so glad we switched to Dave at Paramount to be our tax accountant. It was the first time we've tax planned & strategically looked at our personal and business taxes. It made it very easy when reviewing and completing our taxes and any questions we had were thoroughly answered. I wish we would have found Dave ma...
— Roger Theis, Posted March 7th 2025 on google
It was quick and easy.
— Valerie Loll, Posted February 13th 2023 on google
Dave was friendly and informative. I highly recommend him!
— Dawn, Posted February 27th 2025 on google
Everything you need in an accountant plus Dave is a nice guy as well.
— Maria Whitson, Posted February 25th 2025 on google
Everything was fast and concise, straight to the point and I left with a clear understanding!
— Relly, Posted February 12th 2025 on google
Scottsdale / Cave Creek, AZ Tax Review

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We review 3 years back to find errors / missed deductions.

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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 Scottsdale / North Phoenix, 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 Scottsdale / Cave Creek. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Scottsdale / North Phoenix!

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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 Scottsdale / North Phoenix a call or visit our tax and accountingbookkeeping firm in Scottsdale / Cave Creek for a free consultation.

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Scottsdale / Cave Creek, AZ Tax Services

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