As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills can sometimes become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional financial advisor in Plano to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.
Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.
Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...
Reviewing and paying household bills, budgeting, and record keeping.
Assistance with check writing and checkbook balancing.
Making sure money is received, receipted, and deposited.
Offering second opinions regarding household issues and unexpected situations.
Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
Planning retirement account distributions and safeguard against improper disbursements.
Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
Preparing an inventory of personal assets and investments.
Identifying and planning their retirement income, needs, and goals.
Determining current and long-term cash flow needs by analyzing income and expenses.
Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
Monitoring investment portfolio and other assets in conjunction with their investment advisor.
Preparing, planning and filing income, trust, gift and estate tax.
Providing referrals to local services and agencies.
Assessing proper level of care.
Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact one of the top accountingbookkeeping firms in Plano for a free Elderly Care Financial consultation
I recently engaged the services of a new tax professional, Azeb, at paramount tax ,for the first time. It was a great Experience! Azeb was highly knowledgeable, efficient, and attentive to our specific needs. They helped me navigate the complexities of tax filing and maximized my deductions, resulting in a significant ...
— Grayson Rhodes,
Posted October 21st 2023 on google
In the past, when I would think about accounting or tax planning, the only concept that came to mind was of someone on the other line or across the table helping me fill numbers in boxes on my tax forms. Once finished, I would find out how much I owed or received and I would go about my business. Easy (sort of) said ...
— Jarrod Brock,
Posted October 18th 2023 on google
In the past, when I would think about accounting or tax planning, the only concept that came to mind was of someone on the other line or across the table helping me fill numbers in boxes on my tax forms. Once finished, I would find out how much I owed or received and I would go about my business. Easy (sort of) said ...
My son and I worked with Azeb on several recent tax related challenges that he was facing. We found her to be very professional and knowledgeable regarding everything tax related. She was super helpful and able to resolve all of his issues and get his returned processed and filed in a very timely manner. We were thr...
Azeb Wossen with Paramount Tax was great to work with. Insightful, Effective, and efficient. I left my old CPA because the communication was terrible, it'd be tax-deadline with zero communication that my return would be submitted. Azeb not only was great at keeping my informed, she was super quick to turn around the re...
— Charles Machann,
Posted August 10th 2023 on google
What can I say, Azeb is the best!! very personable, very professional. My wife and I are very comfortable sharing our financial information. I highly recommend Azeb and Paramount to anyone that’s looking to make a change or to just have ever thing done correctly, I will continue to keep using this service.
—TJ
Azeb has been a valuable resource to me, my investor clients, business partner and even my team members. I can refer her with a high level of confidence.
Azeb was awesome in handling our taxes this year. Once she was done, she went through every line in my return, explaining what it means and the impact on my return. So, not only did she help me file my taxes, but she also provided me with priceless educational background on how the tax system works and how you can maxi...
I’m so glad I had an opportunity to work with Paramont Tax & Bookkeeping very fast and efficient with high quality customer service. I will definitely be using them from here on out to do my taxes. They came highly recommend to mr thorough a few tenants friends and coworkers. I just recently moved out here to Plano,...
Not a sponsored review. Probably the best tax prep consultants I have ever met in the DFW area. Did my taxes for the first time with their help. Ask for Azeb if you want to work with someone wonderful and knowledgeable. I would give them a 10 out of 5 if I can.
— Nithesh Bonugu,
Posted April 10th 2023 on google
Azeb was very friendly and knowledgeable. She answered all our tax questions. Would highly recommend her.
Azeb is amazing and worked so hard on my personal and business tax return to save me so much money! I am so happy that I chose to get a second opinion and switched over!
— Hazel Christiansen,
Posted March 2nd 2023 on google
Azeb is amazing! She’s very thorough and has a great deal of patience when working with clients. Truly a diamond in the rough!
I recently had the chance to work with Azeb! She was amazing! I am not from Texas and I had a lot of Texas related questions in regards to taxes and my business’s bookkeeping. She was so prompt and professional. She was so friendly and I felt like I could ask her questions without feeling dumb about asking those ques...
— Hailey Valentine,
Posted February 28th 2023 on google
Azeb is an amazing accountant and person. She takes her profession very seriously and is a student of her craft. I highly recommend her.
— Parker Hilton,
Posted February 14th 2023 on google
Azeb is very clever and Organized. Excelent service.
Azeb is very knowledgeable and was very helpful. I will be returning to Paramount again and again.
— Adam Wilhelm,
Posted February 9th 2023 on google
I am so glad I chose Paramount Tax & Bookkeeping to prepare my taxes. Azeb Wossen was an absolute pleasure to work with. I had no idea what I was doing with a house and the new solar panels credit etc. She made it extremely easy and painless! I HIGHLY recommend Azeb if you are looking for a knowledgeable tax consultant...
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 & Bookkeeping - Plano West / Frisco, 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 Elderly Care Financial firm in Plano. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping - Plano West / Frisco!
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 & Bookkeeping - Plano West / Frisco a call or visit our
tax and accountingbookkeeping firm in Plano
for a free consultation.
Why Choose Paramount Tax & Bookkeeping - Plano West / Frisco?
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
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