Preparing for college is a major financial concern for many families, especially those who have more than one child that plans on attending university. Often times, parents don’t know how to begin strategizing or saving for college. When the time actually comes for college applications, there is also the whole confusing process of applying for loans and filling out FAFSA forms. The accountantbookkeeper at Paramount Tax are experts in college planning and savings strategizing. If you are looking for accountingbookkeeping firms in San Marcos to assist you with college planning, you are in good hands. Our firm is staffed with the most professional advisors and we work directly with CPAsEAsEAs in San Marcos to bring you quality financial assistance.
When you schedule an appointment with one of our accountantsbookkeepers to discuss college planning, we can help you with:
Savings - The most important part of preparing for college tuition is saving. Our expert accountantsbookkeepers can help you set up savings goals and a solid strategy to prepare for the steep costs of colleges, no matter the age of your child. It's never too early to start.
FAFSA and Federal Loans - Once time has come for applications, most students are entitled to loans. Often families believe that because they have a certain level of income they won’t be able to receive federal loans, but this is almost never the case. Our financial experts can help you navigate the confusing FAFSA form and federal loan process.
Financial Aid - Schools often offer their own financial aid programs. We can help you create profiles that combine financial aid offers with your federal loan grants in order for you to make an informed decision for you and your child.
Scholarships - Thousands of dollars in scholarship grants go unclaimed annually. Our expert accountantsbookkeepers can help you understand the benefits of scholarships and how they can be an asset to your college planning strategy.
Additionally, we can help you assess your current financial situation and estimate how much you will need to save. College is an exciting time for young adults. Don’t let financial worries get in the way of your child’s dreams. With our accountingbookkeeping firm in San Marcos, you can plan for the future. Our expert advisors are trained in both customer service and financial planning. You can rest assured that your finances are in trusted hands. Contact us today to learn more about our college planning services.
Very knowledgeable and helpful. I will definitely be enlisting their services in the future. Thank you!
— Jeremy Mathis,
Posted November 15th 2023 on google
Very informative discussion with Jeff on tax planning strategies. He is forward thinking and offers a tremendous amount of practical knowledge.
— Armand Evangelista,
Posted November 14th 2023 on google
They are great to help you plan for the future and provide solutions for you.
— Lotus Spring Acupuncture & Wellness,
Posted November 8th 2023 on google
Jeff was very informative and made me feel confident moving forward with my new business. I am excited to continue working with him.
— Blake Porter,
Posted November 2nd 2023 on google
Jeff has an amazing grasp of the tax code and understand how to help with strategy. I am so happy to recommend him!
— Sterling Oaks,
Posted October 31st 2023 on google
Super knowledgeable and helpful
— Rich Kindred,
Posted October 30th 2023 on google
Jeff is always very personable and has tax strategies that save me a fortune at tax time.
— joseph henrie,
Posted October 30th 2023 on google
I had the pleasure of talking to Jeffrey and he answered all of my questions. I'm excited to start working with him and highly recommend him to anyone looking for a good accountant
— Bruno Araujo,
Posted October 21st 2023 on google
Lexi, Jeff, Talena and Douglas were world class. Very helpful and patient as well. They are great at explaining things and making the tax season manageable. Highly recommend and would give six stars if possible.
— Michael Wigton,
Posted October 16th 2023 on google
Dave is the bomb! He helped us get a substantial refund back. But, more importantly, he is helping us have a better tax strategy for the future.
— Mandy C. Pyne,
Posted October 16th 2023 on google
Dave Southwick is great to work with; he knows his stuff and is always positive -- even in the heat of battle during all the sleep deprivation of the busiest weeks of the tax year.
— Brian Hansen,
Posted October 13th 2023 on google
I can't express enough how incredibly pleased I am with the services provided by Paramount Tax. From the moment I walked into their office, it was evident that this team truly cares about their clients' success.
What stood out to me was the one-on-one consultation where they patiently explained the entire process, bre...
— Sterling Jones,
Posted October 1st 2023 on google
Jeff was amazing. I aporeciated his ability to tailor tax scenarios to better help me prepare for my next tax cycle.
I had a great experience with Paramount. They are professional, knowledgeable, and friendly. They answered all my questions and explained everything clearly. I highly recommend them to anyone who needs tax help. They are the best tax accountants in town!
I like them going to enjoy doing business with them 👍
— errol nelson,
Posted September 21st 2023 on google
I’ll never do taxes without these guys again!!
— Kelsey Boyce,
Posted September 21st 2023 on google
Paramount is great!
— Matt Boyce,
Posted September 21st 2023 on google
Jeffrey is personable, professional, & informative. He asked clarifying questions and recommended a CPA that could help file the trust return I'll need since mom's death.
— Diana Gonzalez,
Posted September 18th 2023 on google
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 & Bookkeeping San Marcos, 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 College Planning firm in San Marcos. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping San Marcos!
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 & Bookkeeping San Marcos a call or visit our
tax and accountingbookkeeping firm in San Marcos
for a free consultation.
Why Choose Paramount Tax & Bookkeeping San Marcos?
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!
