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Investing Tax Strategies Scottsdale / Cave Creek

Tax Strategy Planning Services

The tax professionals at Paramount Tax & Accounting Scottsdale / North Phoenix offer professional advice on the best tax strategies for your business or individual financial situation, including savings plans such as 529 college savings plans, or a Roth IRAs to reduce future taxes as well as defer them. Additionally we work with all investment types such as HSAs, 403(b)s, IRAs, and 401(k)s to ensure you pay the lowest taxes possible while still enjoying the benefits that come with investing.

With the help of the Scottsdale / Cave Creek tax advisors at Paramount, we aid you in:

  • Investment Goals - These can be a big help to you by calculating what investments you need to in order to maximize, and boost your investment returns. While they help make the most of your finances, they decrease the risks you’re taking, and ensure that you meet your goals.
  • Saving For Retirement - Most people value their retirement. Paramount Tax & Accounting Scottsdale / North Phoenix takes that into consideration, and evaluates your assets and sources of income. After doing this we find the best advice on how to save the most for you in your retirement stage.
  • Protection - You never know when a tragedy is going to strike, and making sure that you have enough money saved in case of an emergency is important. Looking over insurance coverage, any disability you may have, and your health benefits, will help you to determine what you need to save, and how to make the most of your savings.
  • Passing On Your Savings - Our goal is to increase the financial worth of your estate . We do this by looking into what risks we can minimize. We will single out the negative assets, and factor that into maximizing your estate. We save money by cutting down on the amount of estate taxes, lawyers, and creditors you have to pay for, because of the negative outcome it can have.
  • Education - Examining your assets, and giving you strategies on how to avoid shortfalls, is something that Paramount Tax & Accounting Scottsdale / North Phoenix takes into account. We work to establish a savings plan, provide you with wealth strategies, and help you to save so that you’re able to pay for education costs.

Paramount Tax and AccountingBookkeeping is dedicated to helping you make the most of your financial goals. By using tax strategies, we can help you to reduce any forthcoming taxes that you will have. We want to make sure you make the most of your investments, and get you on the right track to saving your money. Let us help you to invest in a better future. Contact on of the top accountingbookkeeping firms in Scottsdale / Cave Creek today, and schedule a free consultation today.

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Get started with Paramount for your tax services in Scottsdale / Cave Creek, AZ, recommended by family and friends every time.

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Get started with Paramount for your tax services in Scottsdale / Cave Creek, AZ, recommended by family and friends every time.

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Hear Why Our Clients Love Us

  • Mackenzie Felker
    Very knowledgable, kind, and professional. I will definitely will be returning and making them my every year accountant.
  • Dalten Curry
    Super friendly and made the whole process simple and easy to understand.
  • Karen Senkbeil
    Very knowledgeable and friendly staff. They explained everything clearly and found deductions I didn’t even know I qualified for. Highly recommend!
  • shelby lippincott
    Dave Brown made it effortless to do my taxes I was nervous, it was a great experience for a tax visit.
  • L Michelle Nankervis
    I highly recommend Dave at Paramount tax and accounting for all your tax preparation needs! From the moment I walked in, his professionalism and expertise were evident. He made the complicated tax process feel straightforward and manageable. Dave took the time to understand my financial situation and provided personalized advice that helped maximize my deductions while ensuring everything was compliant with the latest regulations. His attention to detail and thoroughness gave me great peace of mind during tax season. What I appreciated most was his willingness to answer all my questions and explain everything clearly. He truly cares about his clients and goes above and beyond to provide excellent service. If you're looking for a knowledgeable and trustworthy tax professional, look no further than Dave at Paramount!
  • Keola Wong
    I had the pleasure of meeting with Dave to prepare my taxes. The process was smooth and professional. I felt welcomed to the office and Dave explained everything that was being put on my tax return. Throughout our meeting, Dave also provided tax advice for me to consider in the future. Overall I had a great experience and am glad to have chosen Dave and Paramount Tax and Accounting Scottsdale / North Phoenix to prepare my tax return.
  • Barbara Riveras
    What a great experience! I am a new business owner and my business made a profit for the first time and I thought I was going to have to OWE a lot of money. Paramount actually figured out how to get me a refund! Also, the customer service, promptness and professionalism were excellent!
  • Tara Dorman
    Dave is knowledgeable, professional, and very kind. We are truly impressed by his service and feel blessed to have found him. We highly recommend him.
  • Jason Asbury
    Dave is a delight to work with!
  • Janesh Mishra
    Dave at Paramount Tax and Accounting has been our tax go-to person for the last 3 years now. He has a ton of knowledge on all tax and accounting rules and always helps us get the best tax returns. He's diligent, responsive and guarantees his filings in case there's ever an audit. I will recommend him for your tax filing needs wholeheartedly.
  • Eve Hansen
    Very pleased with their process and customer service. I highly recommend them!
  • Reynaldo Hernandez
    Amazing service, helped maximize our taxes. Very insightful. Would recommend greatly
  • Katherine Carey
    We’ve used David Brown for our taxes for years. 10/10 would recommend!
  • Renee Delaplaine
    Dave was phenomenal at helping me with my taxes and now I won’t go to anyone else moving forward. I would highly recommend! Thank you, Dave!
  • Luke Lewis
    Dave is masterful at navigating the intricacies of planning. My situation was complicated with numerous state filings and Dave was clear and concise. He respected my time and delivered above and beyond expectations. Thanks, Dave!
  • Kathy Johnson
    Dave is great! He uses tech to make it easy to file my personal taxes. He sends me electronic reminders & provides a portal to upload docs. I recently sold my AZ home & bought in IL. I was able to meet with Dave via Zoom to review & file my 2024 taxes. Less than 1 week & I already received my state refund & am expecting my Federal refund in less than 2 weeks! 🥳
  • Vibhu R
    Dave was knowledgeable, made the process seamless, and went above and beyond to meet our needs. Highly recommend!
  • Cailin O
    What relief and a great experience I've had since switching to Paramount. It's a night and day difference working with Dave vs other companies/tax professionals I have used over the years for my small business. I only wish I had found him sooner. Highly recommend!
  • Brandi Willett
    I have been working with Dave for the last 5 or so years, every year I am so thankful I did. Dave is personable, knowledgeable, and efficient. He has helped set my small business up for success by listing some preemptive actions, which i never would have known on my own. I am grateful for his wisdom and to work with such an expert.
  • Camille Kirkendall
    Attention to detail! Kind and very accommodating. Look no further you found your person. Super efficient and very helpful. We highly recommend! Camille / Steven
Scottsdale / Cave Creek, AZ Tax Review

Don’t Leave Money Behind

Maximize your deductions and reduce your liabilities. Schedule with Paramount Tax & Accounting Scottsdale / North Phoenix today

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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 Scottsdale / North Phoenix, 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 Scottsdale / Cave Creek. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Scottsdale / North Phoenix!

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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 Scottsdale / North Phoenix a call or visit our tax and accountingbookkeeping firm in Scottsdale / Cave Creek for a free consultation.

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Why Choose Paramount Tax & Accounting Scottsdale / North Phoenix?

Scottsdale / Cave Creek, AZ Tax Services

Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

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