Wealth Planning, AccountingBookkeeping Firms in Desert Ridge / Cave Creek, AZ
Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. At Paramount Tax, we work closely with trained professionals in Desert Ridge / Cave Creek to provide the best possible outcome in financial and tax planning. Give us a call, and we'll help you find the best match for your financial goals.
We help you...
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
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 Wealth 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
