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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Katy / Fulshear tax preparation

Paramount Tax - Katy tax accountant

Call 877-335-0661 today!

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.
— Felicia Allen, Posted April 20th 2022 on google
Felicia T. did a great job filing my 2021 tax return and I was very pleased with her professionalism and availability during the process.
— Dede Delagaro, Posted April 16th 2022 on google
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
Excellent service! Saved me a lot of money on my tax return.
— Nicolas Paz, Posted March 28th 2022 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
Our taxes were prepared quickly without the hassle.
— Molly Glass, Posted March 24th 2022 on google
The process was quick and painless. We’d used one of those tax programs for years but felt like it had to be missing things this year. We were right. Felicia got us a significantly bigger refund. Well worth the relatively small fee.
— Kerrie Fountain, Posted March 23rd 2022 on google
Felicia at Paramount was great to work with. She communicated with us throughout the entire process and completed our personal/business tax return in a timely manner. I highly recommend her services if you have a small business!
— Ms Cezzer, Posted March 18th 2022 on google
Felicia has been a HUGE help filing my personal and small business taxes. She is always so kind and patient with me when I ask questions. She is responsive and detailed oriented. Highly recommend her and her team!
— Abigail Alveldano, Posted March 8th 2022 on google
If you are looking for a knowledgeable, experienced tax professional Paramount Taxes is it. Felicia guided my husband and I through a complicated tax filing and we couldn’t be more pleased.
— Latasha Tisdol, Posted March 1st 2022 on google
Very attentive and customer oriented. Personal attention puts them above others.
— Ed Torres, Posted February 25th 2022 on google
Amazing Customer Service and professionalism .
— Tanniar Leba, Posted January 20th 2022 on google
Very professional. Thank you for the excellent customer service. I truly appreciated.
— OSCA OSCA, Posted December 21st 2021 on google
Great Service and responsive. Thank you
— Mindy's Home Goods Furnitures, Posted December 8th 2021 on google
Professional service. Highly recommend.
— John Grey, Posted February 22nd 2021 on google
Awesome care and affordability! You will not find anyone who cares more about helping you maximize your write offs and legitimately saving you money.
— Jana Miller, Posted February 22nd 2021 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 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!

Free Consultation 877-335-0661

Upgrade to Tax & AccountingBookkeeping Firm

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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Why Choose Paramount Tax - Katy?


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

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