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Tax Preparation

We are one of the leading full service tax preparation accountingbookkeeping firms in San Diego. Please choose a tax preparation service below to learn more.

Planning is the key to successfully and legally reducing your tax liability. At Paramount Tax & Accounting, we go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Such strategies 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.

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Tax Preparation

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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.

Individual Tax Preparation Business Tax Preparation

Tax Preparation

Amendments

It is not uncommon to come across a significant deduction or error that was overlooked when you filed taxes. When this happens, the Internal Revenue Service allows you the opportunity to retroactively amend your taxes to rectify such errors. Whether you received a revised 1099, overlooked a sizable charity deduction, or even miscalculated your mortgage interest, amending your tax return can help you recover the money you are rightfully owed.

At Paramount Tax and AccountingBookkeeping, we not only help you amend your taxes, but also:

  • Calculate your estimated refund
  • Identify reasons (if any) NOT to amend
  • Determine the timing of filing an amendment
  • Determine whether amending your taxes is worth the time and investment

Although there are no requirements or penalties for not filing an amendment, our tax return specialists at Paramount Tax & accounting can help you best understand.

Free Consultation 858-299-1134

Max has been super helpful and great to work with to setup my company and understand mytax liabilities.
— Francis Fincke, Posted March 14th 2025 on google
This was my first year utilizing Paramount for tax preparation. I was very impressed with the agent, Max Warford, and the efficiency with which he handled my taxes. By my being able to email him copies of most of the important documents ahead of time, when I came in for my visit, we were able to finish the entire proc...
— Michael Beaumont, Posted March 13th 2025 on google
If you're a small business owner, you NEED Max Warford in your life. Taxes used to stress me out, but not anymore! Max is incredibly patient, breaks everything down in a way that actually makes sense, and goes above and beyond to help. He’s super accommodating and genuinely cares about his clients. I’ve referred co...
— Emylyn Tanglao, Posted March 12th 2025 on google
Outstanding and professional. Totally satisfied with tax preparation experience. Will highly recommend to friends.
— Joseph L Phillips, Posted March 3rd 2025 on google
Taxes are a very stressful topic everywhere but thanks to Paramount Tax, it’s one less thing my family and I have to worry about. I was luckily referred by Armando to use Paramount Tax and I am so grateful to him for the recommendation because I no longer need to shop around for an efficient, knowledgeable, and court...
— Jasmine Galvan, Posted February 24th 2025 on google
I approached Max to help me with my taxes this year because my former person had died. I needed someone who would work with me bringing things to him vs online work. Max was excellent. I will meet with him again when his work is done. He is gracious, a good listener, and willing to accept his clients where they are. I ...
— Melissa Zaletski, Posted February 22nd 2025 on google
Max and the team at Paramount is phenomenal. I had an overwhelmingly positive experience working alongside the astute Max over the last few years and not only did he complete my taxes in a professional and timely manner. He also taught me a little bit about how to manage my taxes going forward. 5/5 stars and will conti...
— Josh Fraser, Posted February 20th 2025 on google
If you’re looking for someone to help with your taxes, I’d recommend Max Warford. He’s incredibly knowledgeable and takes the time to walk you through everything, making the process easy to understand. I’m truly grateful for the chance to work with Max and appreciate his positive energy!
— Marcellus Johnson, Posted January 14th 2025 on google
I had a fantastic experience working with Max at Paramount Tax Accounting. He was incredibly helpful in assisting me with amending my tax return. I especially appreciated the message reminder throughout the process. Scheduling an appointment and submitting documents was very smooth making the entire experience stress-f...
— Alex C C, Posted December 5th 2024 on google
Always a pleasant experience with everyone at Paramount. Professional and always able to accommodates with appointment times, date and through Zoom. My whole family has been working with them for years and there is a reason we all keep coming back.
— Stephanie Anaya, Posted October 2nd 2024 on google
Max has been incredible to work with. He's very responsive, listens well and answers all my questions. He's knowledgeable about all things taxes and helped us save a ton of money. I highly recommend him.
— Nanc T, Posted October 1st 2024 on google
Max has a great eye and is an all around great guy! Very communicative and inquisitive during my onboarding process, Max listened very well. I never felt rushed, which was important to me as finding an astute tax professional has been difficult for me in recent years. While going through my LLC accounting, Max caught a...
— Craig Sem, Posted September 28th 2024 on google
I’ve been working with Paramount Tax & Accounting for years, and I can’t speak highly enough of their professionalism, attention to detail, and expertise. They have been an absolute game-changer in managing both my personal and business finances. From the very beginning, took the time to understand my unique needs...
— Mehrnoush s, Posted September 25th 2024 on google
I came to Paramount as a new client close to the tax deadline after some confusion with Turbo Tax Experts. Max accepted me as a client, cleared up the confusion very easily, and got my returns done in no time. Pricing was transparent and affordable. Max seems very knowledgeable - I’m very impressed and happy that I f...
— Naomi Wentworth, Posted September 10th 2024 on google
This is a company you want on your side. Max was always available for any questions I had, and I had a lot. Super knowledgeable and I highly recommend him for any of your tax needs. Paramount Tax & Accounting in my new go to. Thanks again for helping me with my million questions. 😊
— Irene Dolan, Posted September 6th 2024 on google
Max made our tax experience so streamlined and easy. We appreciated his transparency and advice, and my wife and I will definitely be recommending Paramount Tax and Accounting to everyone we know!
— Rajinder Watts, Posted September 5th 2024 on google
I had a great experience working with Max. He explained things very well and took the time to make every detail understandable.
— Tim Lindberg, Posted September 5th 2024 on google
Started my own business in 2023 and needed help through the tax process. Max at Paramount was super helpful and promptly answered all my questions via phone call, text or email. Made the process super easy. Outstanding customer service and Tax Knowledge. Thanks Max!
— Robby Boruff, Posted September 5th 2024 on google
Max was excellent at explaining the process of my personal (and business partnership) tax filings. He is kind and professional. He was able to work around our schedules and put our minds at ease. He’s very responsive to communication requests and never rushes our conversations. We are happy with his competitive fees...
— Lisa Pinzauti, Posted September 5th 2024 on google
As a small business owner, I wish I had discovered Max at Paramount many years ago. Not only did he help me streamline my own process, but he provided valuable insights to the tax filing process. He helped me set up my LLC, got me refunds on previous years that I had filed improperly, and set me up for the years going ...
— E. Liu, Posted June 17th 2024 on google