Estate Planning Firm in Pembroke Pines / Miramar, FL
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 Pembroke Pines / Miramar 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.
I came to Paramount as a new client close to the tax deadline after some confusion with Turbo Tax Experts. Max accepted me as a client, cleared up the confusion very easily, and got my returns done in no time. Pricing was transparent and affordable. Max seems very knowledgeable - I’m very impressed and happy that I f...
— Naomi Wentworth, Posted April 8th 2024 on google
The process to file my taxes was painless and smooth.
— Lydia Antonatos, Posted April 6th 2024 on google
I am so glad to have found Paramount Tax. Rafael and Alexandria are a great team. They do all of my bookkeeping and accounting, as well as taxes for my 2 small businesses. They are very helpful and knowledgeable. They are fast to respond and answer every question quickly. I highly recommend them for any tax and account...
(Translated by Google) What a good experience, willing to listen and clarify my doubts, responsible professional!!!! Recommended 1000% (Original) Que buena experiencia vivida , dispuesto a oír y aclarar mis dudas , profesional responsable !!!! Recomendado 1000%
— Mariela Soledad Pimentel Avilan, Posted March 30th 2024 on google
(Translated by Google) To say that it is excellent would be very little compared to the service he provided me. I highly recommend Mr. Luis Aguilera. (Original) Decir que es excelente sería muy poco comparado con el servicio que me prestó recomiendo altamente al Sr Luis Aguilera
— ALPHENIX JOSE JIMENEZ MENDEZ, Posted March 30th 2024 on google
I have been doing my taxes with Paramount for the last 2 years. Rafael is very detailed, he knows his stuff and also gives good tax advice. I’ll be back again next week for my taxes and refer them to family and friends.
— rimpa choudhury, Posted March 26th 2024 on google
Excellent support!!! My tax Return fast and efficient !
— Maria Eugenia Aguilera, Posted March 25th 2024 on google
(Translated by Google) I highly recommend Paramount Tax & Accounting Miramar. Luis Aguilera and his team are not only professional and knowledgeable but also patient and understanding. They take the time to understand your complete tax situation and provide exceptional service. Their availability to answer questions an...
— Alirio Aranguren, Posted March 23rd 2024 on google
Rafael was great and since this was our first time filing in Florida I felt great after he did our taxes. Scared to say the least since we were out of our comfort zone and this is all new to us here. He made us feel right at home and taxes were done in no time. Thanks again.
— Kristy Bessler, Posted March 23rd 2024 on google
(Translated by Google) Excellent services and first-class attention ❤️ super recommended! (Original) Excelentes servicios y atención de primera ❤️ súper recomendados !
— Arianna Morales, Posted March 23rd 2024 on google
Very nice and knowledgeable. Able to complete in a short time without having a problem. Received a nice rebate.
(Translated by Google) I recommend them 100%, very professional, I loved the simple way of explaining. If I could give them more than 5 stars I would. Thank you (Original) Los recomiendo 100% muy profesionales, me encantó la forma de explicar tan sencilla. si les pudiera dar más de 5 estrellas se las daría. Gracias
Started my own business in 2023 and needed help through the tax process. Max at Paramount was super helpful and promptly answered all my questions via phone call, text or email. Made the process super easy. Outstanding customer service and Tax Knowledge. Thanks Max!
— jonathan lopez, Posted March 19th 2024 on google
Paramount Tax made it so easy for me to book an appointment through their website to file my personal taxes. I chose a Zoom appointment that worked with my schedule and received a text/email to upload my documents prior to my appointment, so easy. Rafael C. was great! He helped me better understand my filing status an...
— Stephanie Mahoney, Posted March 14th 2024 on google
(Translated by Google) Rafael is very professional, kind and pleasant. I am very pleased with his work and the time he takes to help me with my tax return. (Original) Rafael es muy profesional, amable y agradable. Estoy muy complacido con su trabajo y el tiempo que dedica para ayudarme con mi declaración de impuestos.
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 in Pembroke Pines / Miramar, is that we know taxes!
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 Pembroke Pines / Miramar. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting in Pembroke Pines / Miramar!
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 in Pembroke Pines / Miramar a call or visit our tax and accountingbookkeeping firm in Pembroke Pines / Miramar for a free consultation.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
Paramount Tax is now offering financial and tax franchises across the US!
In the unlikely event you receive a tax notice, we have an entire audit defense department ready and available to help. We partner with Protection Plus $1 Million Tax Audit Defense so that we can work towards a favorable resolution in every situation our clients might face.
