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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

Call 772-878-6619 today!

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Will from Paramount is a MAGICIAN when it comes to taxes, small businesses and any other accounting work you might need done. I’ll never use another service. They have my business forever. Thanks again.
— qq 27, Posted March 6th 2025 on google
William was great to work with. I had a life changing experience and needed a consultation. He went over my situation and knew exactly what to do. Will definitely stay with this company.
— Geoffrey Beaucage, Posted November 21st 2024 on google
Very easy and great service. Highly recommend!
— Stephanie Lemire, Posted March 4th 2025 on google
This was the most smooth and informative process.
— Melissa Dufour, Posted February 28th 2025 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
Highly recommend Paramount Tax & Accounting! William was very helpful, as it was my first time filing my taxes!
— Jenna Eason, Posted February 27th 2025 on google
William Baxter was very professional on helping me with my business taxes. He did an excellent job explaining what was needed to keep my books organized and what deductions were important. Feeling stress free about business taxes now. Thank you!
— Roxanne Miller, Posted February 26th 2025 on google
"I can't recommend Paramount Tax highly enough! From the moment I started working with them I knew I was in good hands. They are incredibly knowledgeable, thorough, and always take the time to explain any financial questions I had. William Baxter consistently goes above and beyond to ensure my finances are handled prop...
— Mama T, Posted February 25th 2025 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
Excellent service, great price and amazing people. Taxes were down quickly with 100% efficiency I will continue to use them
— Kurly Raynauld, Posted February 21st 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
William and his staff were great to work with. The receptionist and everyone is very friendly and efficient. William was very knowledgeable and took the time to explain things and guide us. We will definitely be using him in the future for our taxes.
— steph lado, Posted November 26th 2024 on google
Will and his team are excellent at what they do. Organized, pleasant and Will is so knowledgeable. Our taxes were completed in less than a week. Highly recommend
— Anita Sahm, Posted February 17th 2025 on google
Once again, Paramount Tax has amazed me with their expertise! Will is my go-to guy. He’s professional and takes his time to help, but even moreso, he’s funny. He makes something as boring as doing taxes fun. This year not only did he help with my personal returns, but my new business returns as well! Since I opene...
— Tara Betancourt, Posted February 17th 2025 on google
Wonderful experience! William was able to process all foreign income without issues. Will definitely come back next year. Thank you!
— Angie, Posted February 11th 2025 on google
Very professional and friendly personnel made getting my taxes done a breeze . Thank you Paramount tax & accounting!
— Mark Neild, Posted February 1st 2024 on google
CASSIE was the ultimate professional, she made scary situation less daunting. We will be using from now on and of course recommending to family and friends
— Gloria Ramos Awal, Posted February 11th 2025 on google
Very polite and professional
— Ernest Wilson, Posted February 5th 2025 on google
William was great to work with, very knowledgeable and guided me through my first year with filing my personal and business taxes. Highly recommend and will be using year after year.
— Mike Hill, Posted February 4th 2025 on google
Cassie did an amazing job preparing my taxes. Would definitely recommend to any business who needs their taxes done. Very professional and accommodating.
— Brian JL, Posted February 3rd 2025 on google
Port St. Lucie, FL 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 & 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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