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Succession Planning and AccountingBookkeeping Firms in Port St. Lucie, FL

Succession Planning Services

If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...

"What happens to the business when you're no longer running it?"
"Will you have enough money to retire?"

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.

Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.

Developing and implementing a well-designed succession plan with a Port St. Lucie is essential to the survival of a family business from one generation to the next.

A Port St. Lucie tax accountant can help you with these key issues -

  • Keeping it in the family. Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.
  • Who's going to run the business when you're gone? Management and ownership are not one and the same. You may decide to transfer management of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they're actively involved in the business or not.
  • Minimizing the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.
  • Making it fair. Transferring family ownership often adds a tremendous amount of stress to individual family members. We talk with each of the family members to ensure that they feel they a getting an equitable and fair share of the pie.

What we do for you...

  • Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these 5 issues...
  • Business Valuation
  • Business Restructuring
  • Tax Consequences
  • Retirement Projections
  • Tax Projections

Contact Paramount Tax & Accounting Port St. Lucie if you'd like us to help you pass on what's taken a lifetime to build. We offer free consultations on all of our financial planning and tax services in Port St. Lucie.

Port St. Lucie tax preparation

Paramount Tax & Accounting Port St. Lucie tax accountant

Port St. Lucie tax preparation

Paramount Tax & Accounting Port St. Lucie tax accountant

Call 772-878-6619 today!

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Contact Paramount Tax & Accounting Port St. Lucie

Easy Online Booking

Get started with Paramount for your tax services in Port St. Lucie, FL, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Port St. Lucie
Request Appointment
She took time to listen to my story my deductions and didn’t rush me through the process actually gave me time to add up all my deductions very nice and thoughtful
— Linda McQuade, Posted March 25th 2024 on google
I'd like to extend a heartfelt thank you to the entire team at Paramount Tax & Accounting - Port St. Lucie, with special appreciation to William. His expert guidance on filing options for a first-time business owner made my appointment stress-free and informative. I left feeling relieved and confident that I'd maximize...
— Tree, Posted March 20th 2024 on google
Paramount did an amazing job and caught so many areas that I missed that saved me money. I am so happy I took my friends advice and went to see them. It was the quickest my taxes have ever been prepared and yet I understand better than I ever have exactly what was done. I am happy and confident that my taxes were done ...
— nicole, Posted March 18th 2024 on google
Super friendly, helpful and informative. Thanks Paramount.
— Dale Savela, Posted March 18th 2024 on google
William was very professional and personable. Made doing our taxes very simple and quick, for sure going back next year to have them do our taxes again!
— Isabela Paige, Posted March 18th 2024 on google
Will was very thorough and took his time with us, explaining our taxes and answering all of our questions.
— Cynthia Alexander, Posted March 15th 2024 on google
Knowledgeable, professional, quick, great atmosphere oh and they have chocolate and coffee too. Excelente service!!!
— Vilma I Nadal, Posted March 14th 2024 on google
Cassie is wonderful. I've used quite a few tax preparers in the past and she's one of the best. Everyone was wonderful in the office. So nice to walk in and be greeted with a hello and a smile.
— M M, Posted March 12th 2024 on google
Hope was extremely helpful, professional and courteous. Very pleased with my new tax preparer. Thank you.
— Bill Nash, Posted March 12th 2024 on google
Very professional and saved us thousands of dollars in taxes if we had filed through turbo tax.
— Avid Productions, Posted March 11th 2024 on google
I am a real estate agent and I was looking to start a LLC business as well at the same time, I recently sold my property. I had many questions and uncertainties. I called countless tax accountants. No one would give me the information I was looking for until I got a hold of William Baxter. My experience at the office w...
— John Avery, Posted March 11th 2024 on google
Paramount saved my S-corp thousands in taxes this year. William was knowledgeable, professional, quick, and friendly. I highly recommend them.
— Gabriella Abele, Posted March 8th 2024 on google
William Baxter did an amazing job to help get everything squared away for me- he even stayed late for me on his birthday. Highly recommend, Extremely knowledgeable, made the entire process super easy for me. Thank you!
— Nicole Burdette, Posted March 7th 2024 on google
Cassie at Paramount tax is the best tax service I have had in 15 years. ⭐️⭐️⭐️⭐️⭐️
— Tom Farish, Posted March 6th 2024 on google
I am very impressed with Paramount Tax Service. I arrived early and was taken early. Everyone was courteous and helpful. My taxes were filed by Cassandra She was friendly and put me at ease. Her knowledge and efficiency were above expectations and I have complete trust in her abilities. I will certainly use this com...
— Connie Hickox (Connie), Posted March 6th 2024 on google
I meet with William today. Very polite and listened to my needs. I look forward to working with Paramount Tax and accting
— David Stallings, Posted March 5th 2024 on google
William may be the best prepared and attention to detail person I have ever dealt with when discussing and preparing my taxes, I switched my business from a company I used for over 25 years, I'm extremely happy with their service and professionalism.
— Will Cowdell, Posted March 5th 2024 on google
Everyone was extremely nice. Our taxes were done quickly and efficiently. We will recommend Paramount and use them again.
— Ilene Fauer, Posted February 29th 2024 on google
Excellent experience! We would highly recommend Paramount Tax and Accounting.
— Rosanna Chapman, Posted February 28th 2024 on google
I’ve gone to the name tax preparers and ended up not getting the refund I was suppose to get. Paramount was thorough and professional and all I can say is W O W! Check them out….you won’t be sorry
— Joe Sapienza, Posted February 26th 2024 on google
Port St. Lucie, FL Tax Review

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

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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 Port St. Lucie a call or visit our tax and accountingbookkeeping firm in Port St. Lucie for a free consultation.

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Port St. Lucie, FL Tax Services

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