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Investing Tax Strategies Plano

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Bookkeeping in Plano 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 Plano 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 & Bookkeeping in Plano 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 & Bookkeeping in Plano 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 Plano today, and schedule a free consultation today.

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Hear Why Our Clients Love Us

  • Amandeep Saluja
    Azeb is dependable, thoughtful, and truly committed to doing what’s right. You can trust them to show up with integrity every time.
  • manuel moreno jr
    I had the privilege of meeting & working with Azeb. She is professional, patient and very knowledgeable. Would highly recommend her to anyone.
  • Richard K
    Great tax service! Quick, efficient, skillful.
  • Salieu King
    Azeb is exceptionally knowledgeable and professional. Her expertise in tax preparation, planning, and strategy is truly impressive, and she brings a strong financial and operational perspective to every engagement. With her diverse background in finance, business development, and project management, she delivers thoughtful, strategic solutions tailored to each client’s needs. Azeb’s attention to detail, dedication, and ability to simplify complex tax matters make working with her an outstanding experience. I highly recommend her to anyone seeking reliable and strategic tax guidance.
  • Salieu King
    Very amazing team and really caring and very competent. Highly recommended
  • TAI LA
    They have a team the serve us and makes us feeling like we are in good hands
  • Johnson Distribution Co.
    Tiffany was very helpful and I highly recommend her. Extremely organized and they keep communication nicely.
  • Tom Forrest
    Paramount Tax & Bookkeeping - North Dallas handled my 2024 taxes professionally and efficiently, delivering my refund quickly. They offer free 2025 tax planning, which I plan to use as soon as I haave a moment, and I will return next year, confident they stay updated on the changes in taxes this year.
  • Kevin Wisor
    Paramount Tax adds great to work with and completed my taxes quick and ahead of schedule
  • Daren Watkins
    This was our first year for Paramount. The accountant who had been doing our tax work moved on to pursue other opportunities. But the transition was absolutely seamless.
  • Debbie B
    So glad I found Tiffany! She prepared my return right then and there while I waited. I'll use her services from now on.
  • Nhung Do
    Good service
  • Theresa Zellers
    Paramount has an awesome team of tax professionals. When I had several years to file Tiffany and team had the software and knowledge to take care of all my needs. I could not have done that on my own. They are very friendly and customer service oriented. I would highly recommend this tax service to anyone I know.
  • Kevin Powell
    Very knowledgeable and asked clarifying questions. Quick to turn around my return. Clearly explained my liability.
  • Hao Nguyen
    Very efficient and helpful! Tiffany was very polite and communicated the whole process easily! Would recommend her!
  • Joe Rodriguez
    Tiffany and her team were amazing! They were quick, friendly, and responsive with all my needs. I would highly recommend her company for all your tax needs
  • Alex Mauricio
    Our previous tax preparer left the business and referred my wife and I to P T & B! The team worked well with us, answered our questions thoroughly and were great with communication! The best tax experience so far! Highly recommend!
  • Cody Scurlock
    I cannot stress enough how great this company is to work with, taxes can be scary and they make it EASY
  • Cody Scurlock
    The BEST customer service around, making it EASY to trust and work with them.
  • David Mauriello
    I used Paramount Tax & Bookkeeping for my 2024 taxes. Tiffany and her staff were very professional and helpful. The process was very easy and they took care of filing. It was a great experience.
Plano, TX 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 & Bookkeeping in Plano, 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 Tax Strategies firm in Plano. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping in Plano!

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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 & Bookkeeping in Plano a call or visit our tax and accountingbookkeeping firm in Plano for a free consultation.

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