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.
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.
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.
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.
— 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.
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!
— Alejandro Perez Puebla,
Posted July 1st 2022 on google
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.
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...
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 Estate Planning firm in Katy / Fulshear. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax - Katy!
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.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
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