Retirement Planning, AccountingBookkeeping Firms in Silicon Valley / Campbell, CA
Retirement Planning in Silicon Valley / Campbell
Retirement is life's ultimate goal that we all look forward to. With proper planning, retirement can be an exciting and relaxing time where you leave all worries behind. A failure to plan for financial freedom, however, could push this eventual goal out of reach. It is never too soon to start planning for retirement because the more prepared you are the easier the transition from working life to retirement will be.
Retirement takes a bit more planning than just deciding to call it quits at the office and book your trip around the world once you hit 60. For a stress free retirement, you need to consider things like:
How much do you currently have saved? Knowing how much you currently have set aside for retirement will help you determine how much more you need to save in order to both maintain your current lifestyle and have enough for a comfortable retirement.
What are your retirement plans? Do you want to travel the world or are you more interested in relaxing at home and tending to your garden? The type of lifestyle you plan to pursue in retirement will affect how much you need to save.
When do you plan to stop working? While it is always best to plan and save as early on as possible, even if you are in the last stretch of your working years there is plenty of time to reach your savings goals.
Will you have additional sources of income? Once you leave the office, how much income will your be bringing in from social security, pensions, or other investments?
Do you have healthcare coverage? As you age, healthcare needs can increase which will lead to more medical bills, so it is a good idea to think about future healthcare costs.
Paramount Tax is the bookkeeping company in Silicon Valley / Campbell
that you can count on to help you figure out the answers to these tough questions. Of all the Silicon Valley / Campbell bookkeeping services, retirement planning may be the most important. When it comes to retirement, Paramount Tax can help you:
Set up budgets to maintain your current lifestyle
Reach savings goals
Manage your wealth and investments
Plan and prepare your taxes
Add new avenues of income
Don’t let a failure to plan lead to failed retirement goals. For retirement, financial, estate planning, and other Silicon Valley / Campbell bookkeeping services
, Paramount Tax is your trusted
bookkeeping company in Silicon Valley / Campbell.
Request Appointment Now!
Paramount Tax & Accounting, CPAs - Silicon Valley Central specializes in Employee Stock Options
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 Retirement 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
