Tax Planning Services in San Diego, CA

Tax Planning Services

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our Paramount accountingbookkeeping firms in San Diego make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

grow and preserve assets by keeping Uncle Sam out of your pockets.
defer income so you can keep your money now and pay less taxes later.
reduce taxes on your income so you keep more of what you make.
reduce taxes on your estate so your family keeps more of what you've made.
reduce taxes on your gifts so you can give more.
reduce taxes on your investments so you can grow your wealth faster.
reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies we use...

Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

Contact Paramount Tax & Accounting Rancho Bernardo if you'd like to receive more information about our San Diego tax services.

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San Diego tax preparation

Paramount Tax & Accounting Rancho Bernardo tax accountant

Call 858-299-1134 today!

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

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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