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 Plano 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 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 Estate Planning 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.
Paramount Tax is now offering financial and tax franchises across the US!
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