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Estate Planning Firm in Katy / Fulshear, TX

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 Katy / Fulshear 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 Katy / Fulshear for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Katy / Fulshear

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Get started with Paramount for your tax services in Katy / Fulshear, TX, recommended by family and friends every time.

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Contact Paramount Tax & Bookkeeping Katy

Easy Online Booking

Get started with Paramount for your tax services in Katy / Fulshear, TX, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Bookkeeping Katy
Request Appointment

Katy / Fulshear tax preparation

Paramount Tax & Bookkeeping Katy tax bookkeeper

Call 832-345-6835 today!

It was our first time going through Paramount for tax services. Felicia was so professional and made our tax preparation easy and efficient. We were pleased with the quick communications and turnaround. Happy to go back to Felicia and Paramount Tax services.
— Bipin Bhatia, Posted April 3rd 2024 on google
Felicia has been a pleasure to work with, she is attentive and explains everything thoroughly. I would recommend her services to anyone!
— Giovanni Padilla, Posted March 18th 2024 on google
W have been filling tax return with paramount tax Katy for over 3 years and I can tell that we have always been impressed by the professionalism and the caring that the team is putting to provide full satisfaction to customers. I would recommend this firm over any. Keep up with the good work.
— Patrick Origo, Posted March 15th 2024 on google
I was in search of a new tax preparer and could not find a suitable company until Paramount. Their level of professionalism and expertise truly made me feel comfortable. I believe I made the right choice. Felicia H. Tchokonte was very helpful, patient and attentive to my needs and concerns. She made the process very ea...
— cloudypuff 98, Posted March 2nd 2024 on google
I recently used Paramount Tax Service. Felicia is knowledgeable, efficient, and guided us through the entire process. I appreciated the attention to detail and we highly recommend their services for tax filing.
— Donna Robinson, Posted November 19th 2023 on google
We have a relatively complex tax return and Felicia helped us tremendously. She’s one of the best tax professionals who can understand the complexity of both tax and business world. She is smart, genuine and sincere. She definitely has gained our trust for many years to come.
— Imelda Pradhan, Posted September 20th 2023 on google
Felicia has saved me and my business a lot of money every tax season and makes it easy to do it.
— Andrew Horsley, Posted March 29th 2023 on google
Excellent service provided. Wonderful experience. Would highly recommend. A+++++++++++++++++
— Kashif Piracha, Posted March 12th 2023 on google
Felicia is an absolute joy to work with and a consummate professional. She is patient, kind and knowledgeable. I highly recommend her tax services.
— Monica Bosworth, Posted March 24th 2022 on google
Looking for someone who can help you stay out of hot water with the IRS, Felicia is the perfect choice.Not only has she helped me with my tax preparation and filing, but my entire staff. So if you are looking for someone who is trustworthy and efficient than Felicia is your only choice.
— Tony L Francis, Posted February 8th 2023 on google
Excellent tax and accounting services. Very helpful and knowledgeable. We have been very satisfied with the results. A++ highly recommended for business owners of all sizes.
— Neil Kelley, Posted February 8th 2023 on google
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!
— Sandeep Pradhan, Posted November 26th 2022 on google
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!
— Dave W, Posted November 2nd 2022 on google
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.
— Dannie Moreno-Lewis, Posted October 18th 2022 on google
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!
— Nikki Richardson, Posted September 23rd 2022 on google
Felicia takes her time to understand all the details and explored every opportunity to get the best options.
— U, Posted September 13th 2022 on google
Amazing experience. Felicia is helping with my LLC and SCorp and explained how it works. Prompt service! I highly recommend using her.
— Josalyn Dean, Posted July 1st 2022 on google
Katy / Fulshear, TX Tax Review

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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 & Bookkeeping Katy, 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 Katy / Fulshear. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping 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, 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 & Bookkeeping Katy a call or visit our tax and accountingbookkeeping firm in Katy / Fulshear for a free consultation.

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