Investing Tax Strategies Port St. Lucie

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting - Port St. Lucie 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 Port St. Lucie 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 & Accounting - Port St. Lucie 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 & Accounting - Port St. Lucie 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 Port St. Lucie today, and schedule a free consultation today.

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Excellent tax service. Very knowledgeable, friendly and efficient. Will definitely use them every year.
— fishing life, Posted February 3rd 2023 on google
Paramount tax is the best stress free and very efficient and friendly. I would highly recommend them!
— Candy Jakab, Posted February 1st 2023 on google
Nothing but good things to say! I’ve been with a few different firms and it’s refreshing to have someone answer the phone, understand my personal finances, take the time to understand my business, and feel like they work for me! Money spent, that saves me 10x that amount. Thank you!
— Kyle Cuviello, Posted January 31st 2023 on google
Amazingly knowledgeable and very professional staff. All questions answered in a timely manner and put into terms even I could understand. 100% thumbs up from me!!!
— Pat Voit, Posted January 30th 2023 on google
So grateful I found Paramount. The peace of mind I have knowing I can count on the professionals here cannot be overstated. One HUGE item crossed off my list as a small business owner. They are responsive and my questions are always received well and answered thoroughly.
— kelly o'rourke, Posted January 29th 2023 on google
Not only did they walk me through everything as i was a little nervous but they were able to get me my biggest return in years! Without a doubt the best decision ive made to give this place a try. I suggest you do the same. Good tax people are hard to come by but i definitely found my new go to every January!
— chris walker, Posted January 29th 2023 on google
Can’t say enough great things about Paramount! They answer their phones (even in the middle of tax season!) they listened to my questions and concerns and were a tremendous help! Very knowledgeable folks. They were not only less expensive that my previous accountant, but saved me TONS on all my rental properties!
— Rebecca Healy, Posted January 28th 2023 on google
Thank you for always taking care of all my accounting needs. Great communication every time!
— Timothy Hegarty, Posted January 28th 2023 on google
Always a positive experience with a typically nerve racking time of the year. Nice to have someone like this in your corner.
— Zac Amigone, Posted January 28th 2023 on google
Responsive, always there to answer questions, helpful and very friendly! Guided us to a better refund than expected
— Taylor Hamill, Posted January 28th 2023 on google
Extremely professional and detailed oriented. Highly recommend.
— B, Posted January 24th 2023 on google
I've been a client for years for both my business and personal tax accounting. Will and his team are knowledgeable and and helpful with our accounting needs. Would recommend 10/10.
— Danielle Barcenas, Posted January 23rd 2023 on google
Efficient, friendly, and found things my last accountant missed. Saved me far more than they charged.... What more do you want from an accountant??
— Darrell Batton, Posted January 5th 2023 on google
The best of the best. Extremely helpful
— Tyler Brown, Posted January 23rd 2023 on google
I cannot believe the level of ease when it comes to filing taxes with Paramount. I'll definitely be using them every year.
— William Lux, Posted January 23rd 2023 on google
The owner was ready and willing to sit with me to answer all questions and concerns I have. Very friendly yet professional 👏
— Natty Red, Posted January 19th 2023 on google
Very kind & informative 🙂
— Chelsea Kendricks, Posted January 18th 2023 on google
Cassie is easy to work with. Each of her staff takes interest in the details of your particular tax situation. Love these guys!
— Roger Comstock, Posted January 18th 2023 on google
Good company
— K Olsen, Posted January 11th 2023 on google
Highly recommend Paramount Tax of Port St. Lucie. Exceptional and quality service 👏. Thank you for squeezing every nook and cranny for all my money back! I will definitely be back and will recommend my friends and family to come to Paramount Tax of Port St. Lucie.
— Robert chase, Posted January 10th 2023 on google

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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 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 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 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 & 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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Why Choose Paramount Tax & Accounting - Port St. Lucie?


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Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

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