Elderly Care Financial Services in Katy / Fulshear, TX

Elderly Care Financial Services

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills can sometimes become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional financial advisor in Katy / Fulshear to help.

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Assessing proper level of care.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact one of the top accountingbookkeeping firms in Katy / Fulshear for a free Elderly Care Financial consultation

Elderly Care Financial Katy / Fulshear

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Katy / Fulshear tax preparation

Paramount Tax - Katy tax bookkeeper

Call 877-335-0661 today!

Felicia is amazing! She’s very knowledgeable and approachable. She listened to my tax problems, and submitted the tax within a short deadline. Highly recommended professional!
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Felicia worked with me on setting up my LLC for my first business. She provided very professional and prompt service. I highly recommend Felicia and Paramount Tax for anyone in need of tax and business services.
— Mark C, Posted November 10th 2022 on google
Very pleased with Felicia’s knowledge and experience. Thank you!
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I had good experience with the Paramount Tax & Bookkeeping. Felicia has done excellent work, got prompt response and completed my YR2021 tax return in time. I will recommend this firm and particularly Felicia to anyone.
— Baskaran S, Posted October 28th 2022 on google
Great, professional service! Highly recommended.
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Awesome service! I’ve used Paramount in Katy for two tax cycles that included retirement, small business and consulting. Felicia has made the process and my transition much easier and provided expert guidance to help us optimize our taxes. I highly recommend Paramount and look forward to taking advantage of more serv...
— Mark Streeter, Posted October 18th 2022 on google
I’m so happy we went with Parmount!
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Felicia takes her time to understand all the details and explored every opportunity to get the best options.
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Felicia is attentive, timely, and courteous and she knows her business. If you are looking for a dependable, cost effective, and knowledgeable service Paramount Tax is the place to go.
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Amazing experience. Felicia is helping with my LLC and SCorp and explained how it works. Prompt service! I highly recommend using her.
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Felecia is a dedicated professional with a very good work ethic. She is very easy to talk with and does great work! Please give her a call for all your bookkeeping needs!
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Felicia is wonderful and is always available to answer any questions I have.
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Excellent!!!!
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Tremendous experience. Felicia is on top of the tax code and efficiently guides you through the process. Will use her service again next year.
— Brian Mangus, Posted May 10th 2022 on google
Felicia was very thorough, knowledgeable and patient. This was my first time with her doing my tax return and for sure she earns a 5 star!!! Highly recommended! Thank you, Felicia :)
— Mercedes Magloyoan, Posted April 22nd 2022 on google
I used this company last minute as I had not made any progress with my prior CPA! I am a new self employed business women and had worries of making errors! Mrs. Tchokonte was extremely helpful in optimizing my tax write offs and filing them efficiently while meeting the deadline with a short notice. I am extremely tha...
— Faiza Baig, Posted April 21st 2022 on google
Felicia @ Paramount Tax was very professional and efficient on preparing our 2022 Tax Return. I would definitely recommend this business and will return in the near future.
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Felicia T. did a great job filing my 2021 tax return and I was very pleased with her professionalism and availability during the process.
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Fast & very organized and detailed!
— Timia Williams, Posted April 12th 2022 on google
The service was very positive and productive.
— Rashan Carter, Posted March 29th 2022 on google

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Paramount Experience


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 - Katy, 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 Elderly Care Financial firm in Katy / Fulshear. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax - Katy!

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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 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 - Katy a call or visit our tax and accountingbookkeeping firm in Katy / Fulshear for a free consultation.

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Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

Bookkeeping Services in Katy / Fulshear

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