Investing Tax Strategies Desert Ridge / Cave Creek
Tax Strategy Planning Services
The tax professionals at Paramount Tax & Accounting - Desert Ridge 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.
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 - Desert Ridge 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 - Desert Ridge 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 Desert Ridge / Cave Creek today, and schedule a free consultation today.
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
Dave at Paramount Tax and Accounting is awesome! This was my first year with a small business and he totally helped with the process before filing and during! He did a great job and was patient with all of my questions! I would recommend Dave to anyone I know!
Dave is great at what he does! Very knowledgeable and helpful for all your tax and accounting needs! Highly recommend!
— Carrie Tuomala,
Posted March 29th 2023 on google
Excellent experience working with Dave. He was very efficient, professional and easy to work with. He provided valuable advice that will make a positive difference for us in future years.
Our first experience with Paramount Tax and Accounting. Dave was very professional, efficient and took the time to answer all our questions as new AZ residents. We look forward to working with him in the future and would recommend his services.
Dave was so kind and professional. I am confident in his abilities and thrilled to have 2022 taxes done!!! Thanks Dave
— Margaret Weber,
Posted March 10th 2023 on google
I can't say enough great things about Dave and Paramount Tax. Dave was amazing - very professional and helpful on so many levels. You're in good hands with this company.
— Trisha Dumas,
Posted January 27th 2023 on google
Dave was amazing! Very thorough and explained the process clearly for myself and my husband.
Dave was great, helped us with our business and personal taxes!
— Darrell Power,
Posted February 22nd 2023 on google
It was super easy and stress-free filing my taxes with Dave this year! He went through all of the information with me to make sure everything was correct and that I understood the process. Zero complaints and will definitely be going back to Dave next year!
Super friendly and knowledgeable, Paramount provided expert guidance and advice for our family and business interests. We highly recommend Paramount Tax & Accounting.
I'd recommend working with Dave Brown. Dave is a perfect fit for our real estate business. He was able to easily navigate the nuance of our small company to make the whole experience easy and financially beneficial.
— Mike Kolbrener,
Posted January 18th 2023 on google
I’ve had many accountants over the years, but Dave is by far the best.
Great communication,he is a great asset to any business owner.
— Reservations Rockyrental,
Posted January 17th 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 Tax Strategies 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
