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.
Very professional, detailed and efficient. We will continue to count on Paramount for our tax and accounting needs.
— James Scholl,
Posted November 14th 2023 on google
Michael is Honest, Reliable, Friendly, and Great at what he does. I highly recommend Him and his team for any Tax or Accounting needs!
— charles giampietro,
Posted November 14th 2023 on google
We have never had an accountant do our taxes before and were referred to Paramount by our friends. Mike was prompt, friendly, professional and made everything so smooth an easy. Feels like I didn’t need to lift a finger to do my taxes this year. He gave us valuable advice and saved us money! Highly recommend.
— Aspen Arnthors,
Posted October 16th 2023 on google
Professional and efficient tax preparation. Guidance and navigating a difficult tax code made SUPER easy! Thank you Paramount!!!
I have been going to Chris to get my taxes done for several years and always very pleased with his services. He is very knowledgeable and professional. I highly recommend their services.
I been doing my taxes with Chris Collins for years, the quality and knowledge of his work is excellent, I’m very pleased with the results, highly recommend.
— felipecris12,
Posted September 29th 2023 on google
Great company to work with
— Dane Levario,
Posted September 26th 2023 on google
Very professional and easy to talk to.
— Alexandra Corona,
Posted September 22nd 2023 on google
My family has been with Fussion Financial for 14 years because of his great customer service. He has given us advice in our taxes and other matters. A great friend to have on your side!
— Michael Bruner,
Posted September 21st 2023 on google
Always a great experience working with Christopher. He always has great ideas and information to assist his clients in getting the most out of their money to prepare for the future.
Andrew was awesome! I think he saved me about $50k on my taxes.
— katierayegibson,
Posted September 15th 2023 on google
It was a valuable meeting with Andrew at Paramount. He provided information to look at our financial situation and consider directions. He addressed our Tax questions, and I am comfortable having Paramount work on our taxes this year.
— Andrew Gruchy,
Posted September 8th 2023 on google
Received Excellent service, and helped me resolve a tax problem, after receiving poor service from an Orange County CPA…
— Kinard Moffatt,
Posted September 6th 2023 on google
Chris @ Paramount has been our tax guy for over 10 years, helping us get tax savy and getting it done on time. His friendly approach and experience really shows, answering our questions and concerns always. Chris & Roxi you Rock!
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!
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.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
Paramount Tax is now offering financial and tax franchises across the US!
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