Estate Planning Firm in Silicon Valley / Campbell, CA
Estate Planning Services
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
And we can help.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. To give you the best possible advice, we have partnered with some of the best financial planners. Through these financial professionals, we offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, our tax accountantsbookkeepers in Silicon Valley / Campbell will be there with you.
We help you...
Clearly define your estate planning goals.
Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
Evaluate and recommend estate planning options.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Decrease the problems and expenses associated with probate.
Lessen taxes at time of death.
Arrange for management of your estate in the event you are incapacitated.
Draft a working plan for conserving and effectively managing your estate after death.
Transfer the assets of your estate to heirs the way you want.
Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Amend your plan as needed.
You also get help with...
Living Wills and Trusts.
Lifetime Family Wealth Transfers.
Family partnerships and other business relationships.
Leaving money to charities.
Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Elayne was a pleasure to work with. She is organized and a great communicator. Our taxes were prepared in a timely manner and I highly recommend Elayne and Paramount Tax and Accounting.
— Lisa McCormack,
Posted April 27th 2023 on google
Working with Elayne Pace was a seamless experience! Her portal is simple to use, and everything can be done electronically. I highly recommend her services at Paramount Tax & Accounting.
This is my 2nd year using Elayne at Paramount Tax & Accounting. Had a great experience last year so used her again with a much more complex tax situation. Elayne made the process easy. She was great to work with, easy to communicate with and super easy to understand. Highly recommend Elayne at Paramount and plan to con...
— Christine Swanson,
Posted April 6th 2022 on google
We had the pleasure of working with Elayne for our 2022 tax return and we couldn't be happier with the level of service she provided. Elayne was knowledgeable, professional, and always responsive to our questions and concerns. She made the process of filing our tax return a breeze, and we were thrilled to hear that it ...
I was completely confused with how to manage moving from a W-2 employee to self-employed and Elayne made the entire process so easy. Her suggestions saved me much more money than I would have managed on my own or with TurboTax and I highly recommend her services to anyone in need of some tax hand-holding.
Elayne helped me incorporate my real estate business. She answered all of my questions and provided valuable advice and consulting that saved me thousands of dollars. I am so glad that I chose Elayne Pace and I feel confident referring her to all of my clients.
I recommend Paramount Tax to anyone looking to remove the stress of filing taxes. The process was straightforward and Elayne was always available to answer any questions.
— Larissa Delgadillo,
Posted March 8th 2023 on google
Elayne was fantastic to work with. Amazing with communication and would take her time to explain things to me and answered any questions I Had.
Recommended from a friend. Elayne was great. Hassle-free tax preparation with a smile. It was convenient to scan in your documents to a secure portal at your leisure, followed by a brief optional meeting to review. Cost for tax prep is on par with others. This business is located in San Jose's Cambrian area.
I highly recommend working with Elayne, in any context. She is responsive, diligent, informed and compassionate. She cares deeply about the individuals she serves and I felt that my family's needs were her utmost priority. Thank you Elayne!
— Lauren Lessard,
Posted November 17th 2022 on google
Elayne at Paramount Tax & Accounting is a true professional and very personable. She can answer and solve complex tax and accounting questions.
— David Bruni,
Posted November 16th 2022 on google
Elayne is honest, dependable and knowledgeable. I love the fact that Paramount has such a deep network to get answers to all your tax questions.
— Margie Beiderman,
Posted November 11th 2022 on google
Thank you Elayne! Your knowledge and attention to detail really helped us!
— Jennifer Fuller,
Posted November 2nd 2022 on google
Very Professional
— Mindy's Home Goods Furnitures,
Posted October 31st 2022 on google
I'm a nonprofit consultant, and I've thoroughly enjoyed working with Paramount Tax on client projects. The service provided is always professional, and high quality, and they are a pleasure to work with, I would 100% recommend to anyone looking for quality services.
Elayne was a delight to work with. I was way behind, she not only was supportive she got me on track, she was prompt with my taxes, her system to upload documents are user friendly! I will definitely be using her for upcoming tax years. She is professional and knowledgeable with great communication.
— Nikki Garland,
Posted October 7th 2022 on google
Elayne Pace is an efficient and capable professional, and an asset to all those that use her for tax advice, and accounting and financial services. She continues to get positive reviews from her clients and not only do they get a skilled expert in the field, they get a compassionate and kind ally.
— Andrea Sprague,
Posted September 29th 2022 on google
Since I have a huge debt with the IRS, taxes, offers in compromise and just knowing which forms apply has always been a challenge. Since Ive met Elayne my struggles are no longer an issue. Her knowledge, suggestions and consistency has enabled me to see light at the end of the tunnel. I have finally found a tax advis...
— Connie Garland,
Posted September 27th 2022 on google
Free
3-Year Tax Review
We review 3 years back to find errors / missed deductions.
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, CPAs - Silicon Valley Central, is that our firm utilizes the services of CPAs, EAs, and Attorneys who are distinguished from other finance professionals by stringent qualification and licensing requirements.
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 Estate Planning firm in Silicon Valley / Campbell. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting, CPAs - Silicon Valley Central!
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 such as CPAs, EAs and Attorneys, 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, CPAs - Silicon Valley Central a call or visit our
tax and accountingbookkeeping firm in Silicon Valley / Campbell
for a free consultation.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
Paramount Tax is now offering financial and tax franchises across the US!
Free
3-Year Tax Review
