Estate Planning Firm in Rancho Cucamonga, CA

Estate Planning Services

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. To give you the best possible advice, we have partnered with some of the best financial planners. Through these financial professionals, we offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, our tax accountantsbookkeepers in Rancho Cucamonga will be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
  • The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Contact one of the top accountingbookkeeping firms in Rancho Cucamonga for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Rancho Cucamonga

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Chris and his entire team are extremely helpful and do an absolute amazing job!
— Joseph Aguilar, Posted February 5th 2023 on google
My husband and I have been with Chris Collins at Paramount for over 15 years! The service, professionalism, financial knowledge and security that come from working with this team are unparalleled. I would recommend them to anyone!
— Candace Martin, Posted February 4th 2023 on google
Great experience getting my taxes done with them. Very thorough, I will be using them again.
— Holly Strickland, Posted February 4th 2023 on google
I have used them to do all my financial needs for years . They have been nothing but wonderful . I highly highly recommend them to my family and friends . Oh my even strangers . Thank you for always being so helpful and kind . I never feel belittled in anyway !!
— Consuella rhodes, Posted December 24th 2021 on google
The team at this office is amazing! From beginning to end, the process was quick and efficient. Would recommend to anyone!
— Andrea Olson, Posted February 4th 2023 on google
Amazing team and personalized experience. My family has been getting their taxes done here since 2018. We are very happy and the team also discusses financial strategies to maximize financial health! Thank you Paramount!
— Her Sporty Style, Posted February 4th 2023 on google
I receive the most amazing experience yearly with tax services and financial advising! I am so pleased with the service Chris provides. He is very knowledgeable and caring. To find someone with those qualities is a blessing. This company will not disappoint. Give them a call. They are very accommodating. They helped m...
— Monique Guzman, Posted January 5th 2022 on google
Been going to them since 2012 and they are seriously the best. I will never go anywhere else, nor will I ever do my own (learned a huge lesson with that).
— Steph B, Posted February 4th 2023 on google
Excellent tax service. The Paramount tax team in Rancho Cucamonga has done my taxes for years. Great financial advice. Great team. If I have an issue. Their staff contacts me the same day. Highly recommend!
— David DePonte, Posted February 3rd 2023 on google
Very happy with Paramount Tax & Accounting. Andrew Gardiner is the go to guy for your taxes! He will take his time in finding all the credits you deserve, while making conversation and advicing you on financial matters. He is the best in the west! 😊😁
— Ana Segovia, Posted February 3rd 2023 on google
Very helpful with my taxes and will likely be coming back yearly. Shoutout to Andrew Gardiner for doing my taxes
— Alex, Posted February 3rd 2023 on google
I’ve known Chris and Mike for years, they have always done a fantastic job preparing my taxes and are so knowledgeable in every area of accounting. Can’t recommend highly enough!
— Alissa Oakes, Posted February 3rd 2023 on google
Thank you Andrew for great service with our 2022 Tax return.
— Dennis San Vicente, Posted February 3rd 2023 on google
I'm so happy that I found Paramount! My business is new. I've been open just over a year and I've already had problems from two previous tax people. In 30 minutes on the phone with Andrew I got more information than I did in almost a year from dealing with the previous tax person I had. Great people! Worth every penny!
— recycled rock and roll, Posted February 3rd 2023 on google
It is so reassuring to a have a reliable accountant.
— Drake Santamaria, Posted February 3rd 2023 on google
Chris and the Team at Paramount Tax are amazing. They make you feel like family. They are excellent at what they do and very helpful YEAR AROUND. 👍
— Ashley McIntosh, Posted February 2nd 2023 on google
Great people doing great work! They take care of their clients.
— Curtis Harris, Posted April 12th 2019 on google
Chris has always been professional, helpful, and great! He has been helping me with my taxes for several years. I highly recommend to use this company, you won't regret it.
— Derek Hernandez, Posted February 1st 2023 on google
Andrew was a pro looking at every detail helping me get everything I needed taken care of. Book with Andrew he makes complicated words and difficult concepts easily understood.
— Jeremiah De Matteis, Posted January 30th 2023 on google
I’ve been working with the team for over 10 years. Most recently Andrew has been working with me for a variety of reasons. He has been incredibly responsive and has answered all my questions. Great business partner! Chris and Mike have also supported our personal and business accounting needs over the years. Roxy i...
— Cynthia Gonzalez, Posted January 12th 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 - Rancho Cucamonga, 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 Estate Planning firm in Rancho Cucamonga. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Rancho Cucamonga!

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

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