$1 Million Tax Audit Protection 

Investing Tax Strategies San Diego

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting Rancho Bernardo 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 San Diego 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 Rancho Bernardo 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 Rancho Bernardo 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 San Diego today, and schedule a free consultation today.

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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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Contact Paramount Tax & Accounting Rancho Bernardo

Easy Online Booking

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

OR

Request Appointment

Contact Paramount Tax & Accounting Rancho Bernardo
Request Appointment
I cannot recommend Max highly enough! He took my phone call on the very first day I contacted Paramount Tax & Accounting and was immediately kind and compassionate despite a busy tax season! He went above and beyond in assisting me with a particularly complicated tax situation. Max spent over two hours on the phone wi...
— Michelle Farkas, Posted April 26th 2024 on google
Max at Paramount has been not only patient and kind but incredibly diligent, fast and thorough in completing our taxes. The process was simple and seamless and we are receiving a much better return than we expected 👏🏼👏🏼👏🏼. He also took time to go over the future as well as look into some previous year...
— Leanne Roesink, Posted April 1st 2024 on google
Max was very informative & made the process very easy!!!! I'm glad I chose this place to do my taxes.
— Veronica U, Posted March 21st 2024 on google
Max is wonderful. Glad to have him in my corner. Highly recommended.
— Linda W, Posted January 10th 2024 on google
I recommend Max if you're looking to save on taxes. He's very knowledgeable and easy to work with.
— Melissa Smith, Posted January 10th 2024 on google
Great practice with great service.
— Parker Hilton, Posted January 10th 2024 on google
Max does an outstanding job! Highly recommended.
— Don Williams, Posted January 10th 2024 on google
Great tax preparation location! Recommended!
— Rafael Chiquito, Posted January 10th 2024 on google
Max is fantastic! Very knowledgeable and dedicated to his clients. Highly reccomend.
— Michael Gutierrez, Posted January 9th 2024 on google
Great team great organization You need to meet these people.
— cpacollins, Posted January 9th 2024 on google
Paramount tax and accounting was great getting my taxes done, max was really knowledgeable and saved me a lot of money. I will recommend them to my friends and family.
— Pat Peters, Posted January 9th 2024 on google
Best place to do your taxes! Extremely knowledgeable about all things tax. I love working with Max!! He really knows what he's talking about. I look forward to working with him for years to come.
— Dave Southwick, Posted January 9th 2024 on google
Very responsive and super happy I worked with them for my taxes. Will definitely come back and use accounting services in the near future.
— Jessica Talbot, Posted October 27th 2023 on google
Awesome work! Thanks guys!! Go to them for your tax needs!!
— Xavier Karam, Posted September 30th 2023 on google
Elisabeth and Max were extremely helpful! They are very sharp individuals and always put their clients needs first!
— raquel cifuentes, Posted September 24th 2023 on google
As a small business owner, taxes and accounting can be extremely scary. I consider myself extremely lucky to have found max and Elisabeth early on to handle all of my accounting inquiries. They’ve been most attentive to my countless questions and concerns and would recommend them 10/10.
— Kylie Ramirez, Posted September 23rd 2023 on google
Excellent service! I would recommend to anyone looking for honesty and reliability
— Rotha Dornes, Posted September 21st 2023 on google
Professional and reliable. You can’t beat Max and the Paramount Tax team!
— Denise Tumlinson, Posted September 19th 2023 on google
After taking the plunge and becoming fully self-employed last year, the thought of filing my taxes alone was daunting to say the least. With a fairly complex financial situation, and a lot of gray areas to navigate, I definitely knew I would be needing extra help. Max did a great job and even helped to make sure I’ll...
— Aria Jackson, Posted September 15th 2023 on google
Very friendly and knowledgeable. Tax season stresses me out but Max made it super easy. I will definitely be returning next year. Thank you Max and everyone else at Paramount!
— Liz T., Posted September 14th 2023 on google
San Diego, CA Tax Review

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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!

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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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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.

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


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