Retirement Planning, AccountingBookkeeping Firms in Katy / Fulshear, TX

Retirement Planning in Katy / Fulshear

Retirement is life's ultimate goal that we all look forward to. With proper planning, retirement can be an exciting and relaxing time where you leave all worries behind. A failure to plan for financial freedom, however, could push this eventual goal out of reach. It is never too soon to start planning for retirement because the more prepared you are the easier the transition from working life to retirement will be.

Retirement takes a bit more planning than just deciding to call it quits at the office and book your trip around the world once you hit 60. For a stress free retirement, you need to consider things like:

  • How much do you currently have saved? Knowing how much you currently have set aside for retirement will help you determine how much more you need to save in order to both maintain your current lifestyle and have enough for a comfortable retirement.
  • What are your retirement plans? Do you want to travel the world or are you more interested in relaxing at home and tending to your garden? The type of lifestyle you plan to pursue in retirement will affect how much you need to save.
  • When do you plan to stop working? While it is always best to plan and save as early on as possible, even if you are in the last stretch of your working years there is plenty of time to reach your savings goals.
  • Will you have additional sources of income? Once you leave the office, how much income will your be bringing in from social security, pensions, or other investments?
  • Do you have healthcare coverage? As you age, healthcare needs can increase which will lead to more medical bills, so it is a good idea to think about future healthcare costs.

Paramount Tax is the bookkeeping company in Katy / Fulshear that you can count on to help you figure out the answers to these tough questions. Of all the Katy / Fulshear bookkeeping services, retirement planning may be the most important. When it comes to retirement, Paramount Tax can help you:

  • Set up budgets to maintain your current lifestyle
  • Reach savings goals
  • Manage your wealth and investments
  • Plan and prepare your taxes
  • Add new avenues of income

Don’t let a failure to plan lead to failed retirement goals. For retirement, financial, estate planning, and other Katy / Fulshear bookkeeping services , Paramount Tax is your trusted bookkeeping company in Katy / Fulshear.

Retirement Planning Katy / Fulshear

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Katy / Fulshear tax preparation

Paramount Tax - Katy tax bookkeeper

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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
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
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, 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
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!
— Cindy Luedecke, Posted July 1st 2022 on google
Felicia is wonderful and is always available to answer any questions I have.
— Kathie Lauhoff, Posted July 1st 2022 on google
Excellent!!!!
— 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.
— Courtney Long, Posted July 1st 2022 on google
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

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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 Retirement 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!

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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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Why Choose Paramount Tax - Katy?

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Bookkeeping Services in Katy / Fulshear

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