$1 Million Tax Audit Protection 

Bank Financing & Tax Services in San Diego, CA

Need money to grow your business? Let professional San Diego tax accountantsbookkeepers help.

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. When working with one of the top accountingbookkeeping firms in San Diego your proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
  • Representation: We help substantiate your financial needs/position to your banker in person.

Contact Paramount Tax & Accounting Rancho Bernardo if you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.


San Diego tax preparation

Paramount Tax & Accounting Rancho Bernardo tax accountant

Call 858-299-1134 today!

Bank Financing San Diego

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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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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!
— Honey Bee, Posted March 28th 2025 on google
San Diego, CA Tax Review

Free 3-Year Tax Review

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

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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 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!

Free Consultation 858-299-1134

Upgrade to Tax & AccountingBookkeeping Firm


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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Why Choose Paramount Tax & Accounting Rancho Bernardo?

San Diego, CA Tax Services

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

tax &accounting franchise


Paramount Tax is now offering financial and tax franchises across the US!


Let us make our success into your success!

Franchise Information Call: 801-784-6677