Investing Tax Strategies Orem

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting Orem offer professional advice on the best tax strategies for your business or individual financial situation, including savings plans such as 529 college savings plans, or a Roth IRAs to reduce future taxes as well as defer them. Additionally we work with all investment types such as HSAs, 403(b)s, IRAs, and 401(k)s to ensure you pay the lowest taxes possible while still enjoying the benefits that come with investing.

With the help of the Orem tax advisors at Paramount, we aid you in:

Investment Goals - These can be a big help to you by calculating what investments you need to in order to maximize, and boost your investment returns. While they help make the most of your finances, they decrease the risks you’re taking, and ensure that you meet your goals.
Saving For Retirement - Most people value their retirement. Paramount Tax & Accounting Orem takes that into consideration, and evaluates your assets and sources of income. After doing this we find the best advice on how to save the most for you in your retirement stage.
Protection - You never know when a tragedy is going to strike, and making sure that you have enough money saved in case of an emergency is important. Looking over insurance coverage, any disability you may have, and your health benefits, will help you to determine what you need to save, and how to make the most of your savings.
Passing On Your Savings - Our goal is to increase the financial worth of your estate. We do this by looking into what risks we can minimize. We will single out the negative assets, and factor that into maximizing your estate. We save money by cutting down on the amount of estate taxes, lawyers, and creditors you have to pay for, because of the negative outcome it can have.
Education - Examining your assets, and giving you strategies on how to avoid shortfalls, is something that Paramount Tax & Accounting Orem takes into account. We work to establish a savings plan, provide you with wealth strategies, and help you to save so that you’re able to pay for education costs.

Paramount Tax and AccountingBookkeeping is dedicated to helping you make the most of your financial goals. By using tax strategies, we can help you to reduce any forthcoming taxes that you will have. We want to make sure you make the most of your investments, and get you on the right track to saving your money. Let us help you to invest in a better future. Contact on of the top accountingbookkeeping firms in Orem today, and schedule a free consultation today.

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Orem tax preparation

Paramount Tax & Accounting Orem tax accountant

Call 801-893-8535 today!

I had the best experience with Maggie at the Orem location. Taxes can be so intimidating but I was surprised on how easy she made the process. Maggie really pays attention to detail and I really appreciate her communication with me. She takes time to make sure she has an understanding of you and is willing to answer an...

— Estheticians Unhinged, Posted May 29th 2024 on google

Maggie and her team are always very professional and have done a great job for us.

— Ryan Louden, Posted April 17th 2024 on google

Maggie and staff are very friendly and knowledgeable, a great team to work with. Definitely recommend.

— Michael Bernier, Posted April 15th 2024 on google

Maggie is my accountant and she is the absolute BEST. She was able to get me a good tax refund and gave me some great pointers. I HIGHLY recommend her!

— Sarah Goetz, Posted April 9th 2024 on google

Maggie and her staff were actively reaching out and helping make this process so easy. She saved me a lot of money, and went above and beyond to help me. I couldn't compliment this service enough.

— Quinci C, Posted April 8th 2024 on google

Loved working with Maggie at Paramount. So grateful for her help. We completed everything with ease.

— Marlena Smith, Posted March 29th 2024 on google

Maggie and her staff were on top of the ball and kept in contact with me to help me get things done In a timely manner. Any questions I had were answered ASAP and I never have any worries when handing my taxes over. They are awesome!

— jay aaron, Posted March 26th 2024 on google

Maggie was the perfect person to help me with my taxes for the first time. She is so sweet and I feel so much more prepared for the next year!

— Jennefer Sanchez, Posted March 21st 2024 on google

So well prepared and professional. The one on one review of my taxes gave me confidence in their tax skills. The whole experience was personal and friendly. Thank you, Tom

— Tom Hover, Posted March 11th 2024 on google

Maggie is the best! Such a great help, and wonderful at letting you know the process.

— Alissa Bair, Posted March 4th 2024 on google

Maggie and her team have been so helpful the last couple of years in helping me file my taxes. They are very responsive, helpful, and make me feel confident in submitting my taxes. I highly recommend Maggie for any tax or accounting needs!

— Jordan Hammond, Posted February 28th 2024 on google

Just a regular employee with some difficult life situations, however Maggie has helped me with credits I had no idea I qualify for because of my circumstances. She is also so easy to open up to talk to. This is my 2nd year and I’m a client for life.

— Vina P, Posted February 21st 2024 on google

She was awesome, would definitely recommend!

— Michael Cadenhead, Posted February 15th 2024 on google

If you’re going to choose someone to file your taxes, there is no doubt that Maggie Gillespie is who you should choose! She is diligent and hardworking, and provides outstanding service for those she works with! Paramount tax and accounting is lucky to have her as a representative!

— Levi Oilar, Posted October 16th 2023 on google

Maggie is an indispensable partner at that time of year we don’t really enjoy, doing our taxes! She is knowledgeable and professional in making sure I have all the required documentation prior to tax time so that it is a smooth process and leaving time to answer any technical questions I may have as well as discuss ...

— Jocelyn Stevenson Roberts, Posted May 31st 2023 on google

Zoes has been great with questions while also being clear and timely with communication.

— Wade Nielsen, Posted May 16th 2023 on google

Great place

— Alida Bonane, Posted May 16th 2023 on google

I had a great experience here, the receptionist was very helpful with scheduling and uploading my documents. Very professional company would definitely recommend!

— sabrilla walker, Posted May 16th 2023 on google

The receptionist was very helpful and nice. Great company and employees!

— LifeWithBrilla, Posted May 16th 2023 on google

I used TurboTax for years not knowing how terrible it was until I decided to grow up and get a real tax professional to do my taxes. I left Maggie with a pile of documents and she came back with the best return I've ever gotten. I was very impressed and I highly recommend them to everyone.

— Gary Lown, Posted May 9th 2023 on google

Free 3-Year Tax Review

We review 3 years back to find errors / missed deductions.

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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 Orem, 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 Orem. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Orem!

Free Consultation 801-893-8535

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, 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 Orem a call or visit our tax and accountingbookkeeping firm in Orem for a free consultation.

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