Investing Tax Strategies Provo

Tax Strategy Planning Services

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

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Ashley was knowledgeable, understanding, and efficient. She was thorough and made suggestions to reduce my tX liability. I'm new to the area and this was my first go at filing my taxes in Utah. I am delighted my experience with Paramount Tax was so positive. It seems they have a strong organization.
— Rick Ames, Posted March 20th 2023 on google
Ashley is super real and very helpful. She takes a relaxed approach and her knowledge is what will convince you to use her services not any shady sales tactics.
— Jacob Graff, Posted February 1st 2023 on google
Ashley has been a great help to me in setting up my business. I love the ability to virtually consult. It's very convenient for a busy schedule.
— Kate Hooley, Posted December 20th 2022 on google
Ashley Jefferies was such an awesome person to work with! I had so many questions, and even realized in my short about of time with her that I was under the wrong business entity, she told me how to go about changing things and told me what I needed to know and hear. I will be definitely filing my taxes with them!
— Shelby Lasley, Posted December 19th 2022 on google
Ashley helped me ease a lot of my anxiety centered around taxes and business advice. She was extremely helpful and knowledgeable. I feel like my business is in good hands moving forward. I will definitely be staying with her for all of my business tax and accounting needs.
— nicole1164, Posted September 19th 2022 on google
Very Professional. Ashley helped me with all the information I needed to know.
— Johnny Bench, Posted August 25th 2022 on google
I had a great conversation with Ashley and look forward to the opportunity of working with her and her firm.
— Michael Shelby, Posted July 5th 2022 on google
Had a good experience in 2021. But this year Have been trying to contact my accountants since June 1st by email and phone and no response back. They were responding up until then. Very unprofessional and rude to not even update a customer on what is going on. Feel very irritated and confused on why the customer service...
— Jodi Elmore, Posted January 20th 2022 on google
Know their stuff and quite personable
— David Lariviere, Posted May 23rd 2022 on google
My husband and I are SO happy we came to Paramount & get to now work with Ashley Jefferies. She is so knowledgeable and amazing at her job. As a new business owner, she’s helping us get everything in line, giving us the best options & helping things run smoothly this tax season. Couldn’t be more grateful to have he...
— Jaden Wright, Posted March 25th 2022 on google
Ashley J. did the impossible and got us a small refund when I thought it would be impossible for someone in our income bracket! We're self-employed and she knew all of the tips and tricks to save us money. Super happy with her work, we'll definitely be back next year!
— Abby Sudweeks, Posted March 24th 2022 on google
Ashley is very knowledgeable and helpful. Has helped get our business books back in line. We Have trusted her for many years.
— Brittani Ellery, Posted March 3rd 2022 on google
Super professional and very speedy with their work
— smelltheuniverse, Posted February 20th 2022 on google
Amazing service, always professional. I live out of state and still get my taxes done here!
— Monique Holland, Posted February 18th 2022 on google
That lexi girl be filing mad taxes
— koi Pond, Posted February 18th 2022 on google
I love this place, they're very professional!
— Amby Holla, Posted February 18th 2022 on google
Have met Ashley a couple times already to help us with our taxes and accounting and can already tell how knowledgeable she is. Would highly recommend her for your personal or business taxes.
— McKay Coombs, Posted February 14th 2022 on google
Ashley helped me with a book keeping problem. She's so knowledgeable and fast. Friendly and will put your anxiety at ease! They care about you.
— Lorraine Wilson, Posted January 21st 2022 on google
Ashley is so good at what she does. She pays attention to detail, she very patient when heeling me and teaching me how to do my side of things. I have saved a lot of money using Paramount services! I would absolutely recommend them to anyone!!
— Heather Crawford, Posted January 21st 2022 on google
We were very impressed with the knowledge that was giving to us to invest our money while saving on taxes. They gave wise advise on how to proceed in the future. We have a piece of mind knowing we are in experienced hands. We would highly recommend friends, family and peers to be apart of this amazing business.
— melissa spencer, Posted January 20th 2022 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 - Provo, 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 Tax Strategies firm in Provo. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Provo!

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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 - Provo a call or visit our tax and accountingbookkeeping firm in Provo for a free consultation.

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