Tax Planning Services in San Marcos, TX

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 Marcos 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 & Bookkeeping San Marcos if you'd like to receive more information about our San Marcos tax services.

Request Appointment

First Name

Last Name

Phone

Business Name (optional)

Zipcode

Comments or Questions

Learn More

San Marcos tax preparation

Paramount Tax & Bookkeeping San Marcos tax bookkeeper

Call 512-940-9001 today!

Incredibly positive experience. David took us through the whole thing with the most minimal effort on our part. Saved us thousands with deductions. This will absolutely be our tax spot for years to come.

— Josiah Turner, Posted December 2nd 2024 on google

David was incredible. He guided us to what was needed and responded when asked questions. One of the best I have ever worked with for taxes

— Pam Pepper, Posted October 11th 2024 on google

David helped me file an amendment after an error was discovered from past returns. He handled all my questions and helped me understand the process. He was kind, available, professional, and resourceful. I would highly recommend working with David at Paramount Tax!

— Tanya, Posted October 9th 2024 on google

I had a less than ideal situation with a missing w2. Within a very short time we tracked it down and were ready to file. Great service and professional. Thank you David!

— malcolm mccoy, Posted March 30th 2024 on google

Well knowledgeable and educated and experienced made easy for me to understand my situation

— Nick Dom, Posted September 12th 2023 on google

I came to Dave needing advice on how to tackle a unique tax issue and he was so easy to talk with. He spent time reviewing our situation and gave me lots of good ideas on how to reduce our current tax liability along with great advice on how to plan for the future for our business. Highly recommend!

— Heather Lundwall, Posted July 17th 2023 on google

David Anderson provides excellent customer service! He is knowledgeable in his work and is detail-oriented. Any questions you may have he will answer them and ease any confusion or worries. Paramount Tax & Bookkeeping is great. We recommend them for your finances!

— Community Manager, Posted June 22nd 2023 on google

I have known David for a number of years. After serving on a committee with David, I found him to be a thoughtful and clear-thinking communicator and decision-maker. I would trust him to do excellent work.

— Diana Elkins, Posted March 5th 2023 on google

I have used different tax preparers over the years, from individuals to large companies. David has been the easiest and best to work with by far. He has my business from now until the day I pass away!

— David Muth, Posted February 22nd 2023 on google

David is very knowledgeable, honest and goes the extra mile to provide great service and will answer all your questions. Highly recommended

— Irene Castro, Posted February 21st 2023 on google

I have known David for quite a few years. He’s a brilliant mind and a great person. Absolutely recommend him and his business!

— Ryan Pethick, Posted February 10th 2023 on google

I've worked with David for many years on some pretty large projects. He is very professional and detail oriented, which is important when it comes to financial services. He was always very helpful and always responsive. Overall a pleasure to work with and I would recommend him!

— Jason Diamond, Posted February 8th 2023 on google

David was really quick and such a nice guy. Highly recommend

— FASTSIGNS 2337, Posted February 8th 2023 on google

Great service! They took the time to answer questions and to understand my situation. Over all, the best experience with a tax & bookkeeping service.

— Daniel Mendez, Posted February 4th 2023 on google

The staff here is incredibly friendly! They are honest and trustworthy which makes a world of difference. Highly recommend!

— Caitlyn Hermesch, Posted February 4th 2023 on google

They did my taxes and did a great job. I would highly recommend them .

— Andre Lopez, Posted February 1st 2023 on google

Paramount did the taxes for my start-up business as well as helped me set up the financials for the business. When I had questions, they were there to help me every time. I trusted them with my personal taxes as well. They were very helpful and informative. I will not consider going anywhere else.

— Adrian Tenorio, Posted February 1st 2023 on google

David is honest, professional and great to work with. He is very detail-oriented and his expertise is evident in the services provided. Highly recommend David and Paramount Tax Booking!

— Yvette Nunez, Posted January 30th 2023 on google

David has the upmost professionalism and reliability when it comes to his business! With more than 30 years experience in the accounting industry, I wouldn’t trust anyone else to handle my tax/ accounting needs. David is your guy for all things accounting!

— Melissa Smith, Posted January 29th 2023 on google

I have known David Andersen and worked with him for 25+ years. His knowledge and expertise related to all things finance are impressive! What I most admire about David is his patience and ability to explain and clarify every detail in a manner that makes sense.

— Jodie Wymore, Posted January 29th 2023 on google

Free 3-Year Tax Review

We review 3 years back to find errors / missed deductions.

About Us Contact Us

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 & Bookkeeping San Marcos, 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 Marcos. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping San Marcos!

Free Consultation 512-940-9001

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 & Bookkeeping San Marcos a call or visit our tax and accountingbookkeeping firm in San Marcos for a free consultation.

Individual Tax Preparation Business Tax Preparation

Protection Plus - $1,000,000 Tax Audit Defense

Tax Planning Services in San Marcos, TX