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Estate Planning Firm in Kirkland, WA

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

Estate Planning Kirkland

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Get started with Paramount for your tax services in Kirkland, WA, recommended by family and friends every time.

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Hear Why Our Clients Love Us

  • Casey Phillips
    I was looking for someone locally to help with some tax questions regarding individual taxes. Lonnie was so kind and helpful even though my question did not lead to a sale. She did some digging for me without charge and ultimately determined I did not need her services at this current time. I will 100% work with her in the future. AMAZING! thank you!
  • Emily Herdeman Kelly
    I've known Lo-An (Lonnie) for 6 years. She has a golden touch with impeccable and precise standards! Great experience.
  • Regina Chan
    Very professional and Lo-An does her best to provide the service you need.
  • Stephen Taylor
    Paramount Tax and Accounting is professional, reliable, and easy to work with. Lo-an is knowledgeable, detail-oriented, and takes the stress out of dealing with taxes and finances. You’re in good hands here. Highly recommend!
  • Scott W
    Lo-An has been a dream to work with. Very thorough, experienced, knowledgeable, and detail oriented. I would certainly recommend Lo-An and Paramount Tax and Accounting!
  • Pablo Barcenas
    Straightforward services, which is what you want from you tax preparation person.
  • David Monreal
    Highly recommend and is a pro.
  • Philip Knowles
    Lo-An is exceptionally smart and qualified. I highly recommend her.
  • Julio
    Lo-An is an extraordinary person and absolutely a great person to work with!
  • Bill Wright
    Paramount Tax and Accounting was recommended to me by a friend, and I am glad he did. Great service, answered all the questions I had, and I would definitely recommend. Very professional and knowledgeable.
  • Esmeralda Chavez
    I would highly recommend working with Lo-An! She is very detailed oriented and always catch mistakes. Every interaction with her is awesome and makes you feel so much better! I would definitely work with her again.
  • Farkhad Saidmuratov
    Excellent service!
  • Matt Steele
    Incredible attention to detail, prompt on responses, very personal and understanding of each unique situation. Highly recommend Lo-An for her positive attitude, great work ethic and impressive work product!
  • Josh Linnell
    Everything you can ask for when looking for Tax and Accounting services. Thorough, thoughtful, kind and effective. Thank you!!
  • Brian McCaig
    Working with Lo-An has been an absolute pleasure. She’s incredibly thorough, organized, and always follows through. What I appreciate most is her dedication to learning — even if something is unfamiliar at first, she will persevere until she fully understands it and becomes an expert. Her commitment, professionalism, and drive make her a fantastic partner, and I’m excited to continue working together!
  • C Wynn
    reliable and accountable.
  • Janet Graham
    Lonnie is great to work with. Not only is she an expert in accounting and financial statements, but she is also an excellent communicator, personable, and highly efficient. You will enjoy working her either in person or virtually. I highly recommend Paramount Tax & Accounting!
  • Tien Nguyen
    Professional and reliable. Highly recommend.
  • Drew Busse
    Lo-An is efficient and friendly. Her restaurant industry experience and state-specific experience provides exceptional value.
  • Rekesia Stevenson
    Lo-An is a pleasure to work with. She’s professional, efficient, and incredibly detail-oriented. Her insights are always valuable and thoughtful. Thank you so much!
Kirkland, WA 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 & Accounting Kirkland, 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 Kirkland. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Kirkland!

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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 & Accounting Kirkland a call or visit our tax and accountingbookkeeping firm in Kirkland for a free consultation.

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Kirkland, WA Tax Services

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