$1 Million Tax Audit Protection 

Accounting Firm in San Diego, CA

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you...


These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.

Having us reconcile your account each month allows you to...

  • Identify lost checks, lost deposits and unauthorized wire transactions.
  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
  • Detect and prevent embezzlement of funds from within your company.
  • Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
  • Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
  • Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.
  • Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.

Income Statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

An income statement allows you to...

  • Track revenues and expenses so that you can determine the operating performance of your business.
  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

Balance Sheet

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.

A balance sheet helps you...

  • Quickly get a handle on the financial strength and capabilities of your business.
  • Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
  • Determine if your business is in a position to expand.
  • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
  • Determine if you need to take immediate steps to bolster cash reserves?
  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage?

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.

Maintaining a Clean General Ledger

The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having our San Diego tax accountants review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.

Contact Paramount Tax & Accounting Rancho Bernardo for any San Diego tax related questions. We are happy to assist any way we can!

Easy Online Booking

Get started with Paramount for your tax services in San Diego, CA, recommended by family and friends every time.

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Easy Online Booking

Get started with Paramount for your tax services in San Diego, CA, recommended by family and friends every time.

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Hear Why Our Clients Love Us

  • Claudette Snow
    My business partner and I were seeking an informative and patient individual to assist us with filing taxes for our new small women-owned business, both personal and professional. Fortunately, we found the perfect match. Not only was Max knowledgeable, but he also demonstrated exceptional patience, guiding us through each step. He managed our business and personal taxes effortlessly and confidently. His support was invaluable in alleviating our stress and streamlining the process. We wholeheartedly endorse his services.
  • George Abi Habib
    Max is a great guy to work with! Amazing listener, creative problem solver and highly organized!
  • Zack Mc
    Max’s services were too notch! I’ve always done taxes on TurboTax, Max helped me with some more intricate details. Also helped secure an LLC for my business. Will definitely be coming back to Paramount next tax season. Thank you
  • Gene Smithburg
    My father referred me to Max when my previous tax service ghosted me. I came away impressed. Very professional and knowledgeable. I'm planning on returning next year and beyond.
  • Drayson McCullough
    My tax attorney retired so I was looking for someone new to file our tax return. I found Paramount Tax on google reviews and decided to give them a shot. I called first to ask some questions and Max was very knowledgeable and answered any questions that I had. After speaking with him, I created an appointment online and got an upload link sent to my email shortly after. I uploaded all of our tax documents about a week prior to my appointment. Max text me the day before to let me know he completed the return and confirmed our appointment. During the appointment, Max had everything completed and was very organized. His office was clean and well kept. After going over the tax return, I felt very confident in his knowledge and abilities. He electronically submitted the return and I was on my way. A VERY easy process with the upmost professionalism. Thanks Max!!
  • Anthony Oko
    Max was great to work with. Very professional, knowledgeable and helpful. Highly recommend them.
  • Jaroslav Mandik
    Good communication, knowledgeable tax advisor with personal approach.
  • Angie Sanabria
    Convenient online appointment booking and online document portal. Taxes were largely prepared prior to the appointment. For our appointment we quickly went over any outstanding details and filed. Overall organized, convenient and thorough
  • Ken Dawg
    Great tax service! Very helpful and informative on my personal tax return. Highly recommend!
  • Nicholas Iorio
    great service!
  • Sara Partin
    So happy we found paramount tax and accounting for our business and personal taxes! Max is truly the best, he answered every question and took the time to explain everything so we could have a better understanding of our business! Highly recommend!!
  • danny allen
    Max was extremely knowledgeable. He was able to explain tax laws and rules that stumped the other accountants I spoke with. He was very responsive and patient with all my email questions. His fee was lower than others, even the out-of-state accountants. I was stressed out by my tax situation this year but Max made me feel confident through the process. He worked out a much better final amount than I expected. Highly recommended.
  • Mike Philbin
    Max knows what he is doing. He has helped me with hundreds of thousands of dollars taken off my taxes. He is the absolute best and I would recommend him to anybody. Especially those who are self-employed.
  • Mary Partin
    Great working with Max. Very helpful and knowledgeable
  • Donna
    I was lucky enough to be taken in as a new client with Paramount Tax & Accounting in Rancho Bernardo. The service was excellent and Max worked diligently to get me the best outcome on my taxes. Would highly recommend using this agency. Quick and efficient and very friendly. Thanks for working with me and getting me in so soon! See you next year!
  • Isabelle Muren
    Max helped me out with my personal taxes this year, following me moving across different states! He was thorough and was able to complete everything within an hour, in what would've taken me several hours. One thing I wish they had their site was pricing. I didn't see it in any of the reviews which is why I'm typing my review. I was told on average this service costs $400-$700, depending on what you're filing. I wasn't aware of this until I asked about it. However, this does include access to a group for a year (maybe more, I don't remember) who will protect you if something goes south with your taxes. The other thing is that it was estimated that I owed a substantial amount of money for taxes, and when I asked for an explanation, Max noticed he missed a step and I owed about 15% of what was initially quoted. Which I also appreciate his openness to double-checking and quickly resolving issues. Overall, Max is a really great guy and will efficiently get your taxes done! Be sure to ask questions and know you're responsible for your own taxes - just saying, you're going to get the best if you ask away. Max is great at explaining things and it doesn't seem to burden him. If you're okay with spending that much money to relieve anxiety and pressure around taxes, I highly recommend him. Depending where I'm at next year, I'll probably go back and see him again! The four stars is mainly because of the lack of price transparency before going into the appointment.
  • Honey Bee
    Max was efficient, professional, resourceful, local, and informative. Your taxes are presented to you on a big screen television, easy to follow. Paramount Tax and Accounting with Max Warford is everything you could ever ask for in a great tax preparer. Highly recommend!
  • robyn hamberger
    Max was wonderful and easy to work with.I have worked with many accountants in the past and I must say Max is top notch. As someone who values professionalism, accuracy, and clear communication when it comes to finances, I was beyond impressed with the level of service I received. He was very helpful and knowledgeable as I have recently started on my own personal business venture. I found him to be incredibly patient, answering all my questions in detail and making sure I fully understood. Highly recommend Max!
  • Abe parekh
    I was impressed by Max’s knowledge of tax rules and procedures. I have pension, Soc security and full time job incomes plus RMDs and Max took time to explain the different taxes and forms. He is very easy to communicate with and I highly recommend his services for tax work.
  • Andrei Isaev
    I had an excellent experience working with Max Warford! He patiently explained me some tricky parts of the California tax regulations, making everything clear and easy to understand. Professional, knowledgeable, and approachable—I felt completely confident in his expertise. Highly recommended!
  • Claudette Snow
    My business partner and I were seeking an informative and patient individual to assist us with filing taxes for our new small women-owned business, both personal and professional. Fortunately, we found the perfect match. Not only was Max knowledgeable, but he also demonstrated exceptional patience, guiding us through each step. He managed our business and personal taxes effortlessly and confidently. His support was invaluable in alleviating our stress and streamlining the process. We wholeheartedly endorse his services.
  • George Abi Habib
    Max is a great guy to work with! Amazing listener, creative problem solver and highly organized!
  • Zack Mc
    Max’s services were too notch! I’ve always done taxes on TurboTax, Max helped me with some more intricate details. Also helped secure an LLC for my business. Will definitely be coming back to Paramount next tax season. Thank you
  • Gene Smithburg
    My father referred me to Max when my previous tax service ghosted me. I came away impressed. Very professional and knowledgeable. I'm planning on returning next year and beyond.
  • Drayson McCullough
    My tax attorney retired so I was looking for someone new to file our tax return. I found Paramount Tax on google reviews and decided to give them a shot. I called first to ask some questions and Max was very knowledgeable and answered any questions that I had. After speaking with him, I created an appointment online and got an upload link sent to my email shortly after. I uploaded all of our tax documents about a week prior to my appointment. Max text me the day before to let me know he completed the return and confirmed our appointment. During the appointment, Max had everything completed and was very organized. His office was clean and well kept. After going over the tax return, I felt very confident in his knowledge and abilities. He electronically submitted the return and I was on my way. A VERY easy process with the upmost professionalism. Thanks Max!!
  • Anthony Oko
    Max was great to work with. Very professional, knowledgeable and helpful. Highly recommend them.
  • Jaroslav Mandik
    Good communication, knowledgeable tax advisor with personal approach.
  • Angie Sanabria
    Convenient online appointment booking and online document portal. Taxes were largely prepared prior to the appointment. For our appointment we quickly went over any outstanding details and filed. Overall organized, convenient and thorough
  • Ken Dawg
    Great tax service! Very helpful and informative on my personal tax return. Highly recommend!
  • Nicholas Iorio
    great service!
  • Sara Partin
    So happy we found paramount tax and accounting for our business and personal taxes! Max is truly the best, he answered every question and took the time to explain everything so we could have a better understanding of our business! Highly recommend!!
  • danny allen
    Max was extremely knowledgeable. He was able to explain tax laws and rules that stumped the other accountants I spoke with. He was very responsive and patient with all my email questions. His fee was lower than others, even the out-of-state accountants. I was stressed out by my tax situation this year but Max made me feel confident through the process. He worked out a much better final amount than I expected. Highly recommended.
  • Mike Philbin
    Max knows what he is doing. He has helped me with hundreds of thousands of dollars taken off my taxes. He is the absolute best and I would recommend him to anybody. Especially those who are self-employed.
  • Mary Partin
    Great working with Max. Very helpful and knowledgeable
  • Donna
    I was lucky enough to be taken in as a new client with Paramount Tax & Accounting in Rancho Bernardo. The service was excellent and Max worked diligently to get me the best outcome on my taxes. Would highly recommend using this agency. Quick and efficient and very friendly. Thanks for working with me and getting me in so soon! See you next year!
  • Isabelle Muren
    Max helped me out with my personal taxes this year, following me moving across different states! He was thorough and was able to complete everything within an hour, in what would've taken me several hours. One thing I wish they had their site was pricing. I didn't see it in any of the reviews which is why I'm typing my review. I was told on average this service costs $400-$700, depending on what you're filing. I wasn't aware of this until I asked about it. However, this does include access to a group for a year (maybe more, I don't remember) who will protect you if something goes south with your taxes. The other thing is that it was estimated that I owed a substantial amount of money for taxes, and when I asked for an explanation, Max noticed he missed a step and I owed about 15% of what was initially quoted. Which I also appreciate his openness to double-checking and quickly resolving issues. Overall, Max is a really great guy and will efficiently get your taxes done! Be sure to ask questions and know you're responsible for your own taxes - just saying, you're going to get the best if you ask away. Max is great at explaining things and it doesn't seem to burden him. If you're okay with spending that much money to relieve anxiety and pressure around taxes, I highly recommend him. Depending where I'm at next year, I'll probably go back and see him again! The four stars is mainly because of the lack of price transparency before going into the appointment.
  • Honey Bee
    Max was efficient, professional, resourceful, local, and informative. Your taxes are presented to you on a big screen television, easy to follow. Paramount Tax and Accounting with Max Warford is everything you could ever ask for in a great tax preparer. Highly recommend!
  • robyn hamberger
    Max was wonderful and easy to work with.I have worked with many accountants in the past and I must say Max is top notch. As someone who values professionalism, accuracy, and clear communication when it comes to finances, I was beyond impressed with the level of service I received. He was very helpful and knowledgeable as I have recently started on my own personal business venture. I found him to be incredibly patient, answering all my questions in detail and making sure I fully understood. Highly recommend Max!
  • Abe parekh
    I was impressed by Max’s knowledge of tax rules and procedures. I have pension, Soc security and full time job incomes plus RMDs and Max took time to explain the different taxes and forms. He is very easy to communicate with and I highly recommend his services for tax work.
  • Andrei Isaev
    I had an excellent experience working with Max Warford! He patiently explained me some tricky parts of the California tax regulations, making everything clear and easy to understand. Professional, knowledgeable, and approachable—I felt completely confident in his expertise. Highly recommended!
San Diego, CA Tax Review

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We review 3 years back to find errors / missed deductions.

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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 Bernardo, 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 San Diego. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Rancho Bernardo!

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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 Rancho Bernardo a call or visit our tax and accountingbookkeeping firm in San Diego for a free consultation.

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