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College Planning

Smart College Planning

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 accountants at Paramount Tax are experts in college planning and savings strategizing. If you are looking for accounting firms to assist you with college planning, you are in good hands. Our firm is staffed with the most professional accountants and we work directly with CPAs in Utah to bring you quality financial assistance.

When you schedule an appointment with one of our accountants to discuss college planning, we can help you with:

  • Savings - The most important part of preparing for college tuition is saving. Our expert accountants 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 accounting 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 accountants 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 accounting firm in Utah, you can plan for the future. Our expert accountants 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.

College Planning

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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!
— Sergei, Posted September 22nd 2023 on google
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
Very impressed with this group. Dave is incredibly knowledgeable and helped me develop personalized tax strategies. I’ll be a long time client for sure! Thank guys, you’re awesome!
— Daniel Westenskow, Posted September 13th 2023 on google
Jeff & Doug has helped with our taxes past 2.5 years and they are very knowledgeable and always help us better understand our situations and answers all of our questions. Highly recommend them for anyone.
— Paul Kim (khjpaul), Posted September 10th 2023 on google
I loved meeting with Lexi because they always know how to put my anxieties at ease, my questions get answered quickly and even better, they love talking about my business finances!
— Liz B, Posted August 31st 2023 on google
Paramount has been incredible to work with. Very thorough and responsive and always acting in our best interest. Would highly recommend!
— Matthew Bauer, Posted August 23rd 2023 on google
Jensen was phenomenal! Her knowledge in taxes exceptional. Readily answered all questions, listened intently, guided me through the complex tax issues I am facing. Treated me with understanding and respect. I went into her office carrying a huge emotional burden and ignorance on how to navigate my tax complexities. She...
— Sharon Naegle, Posted August 21st 2023 on google
We love you guys! They are quick and super helpful and efficient!!
— Lisa Cozzens, Posted April 12th 2023 on google
I reached out to Jeffrey for a Spanish speaking client of mine. Jeffrey was patient, knowledgeable, and professional. My client will be reaching back out to Jeffrey closer to the tax season.
— Elizabeth Gutaj, Posted August 16th 2023 on google
Lexi and Jeff are great.
— Nathan Smith, Posted July 21st 2023 on google
Jeff and his team provide great tax advice and I especially like the forward tax planning and strategy sessions to minimize our taxes.
— David Christine Nilsson, Posted July 13th 2023 on google
Just had a free consultation with Jeffrey and I was impressed with the virtual meeting we did. He was very knowledgeable and had a lot of experience with S-Corps, small business, and real estate tax.
— Chace, Posted December 10th 2021 on google
I was very impressed with Josh. He knows the tax laws and he was great at explaining everything in a way that was easy to understand. Five stars, for sure.
— David Dalby, Posted July 10th 2023 on google
So happy we found this place. We’ve worked with Jeff, Doug & Lexi & they are wonderful. They helped us with business and personal tax returns, giving very helpful inputs & guidance. Highly recommend!
— Jeanette Tua, Posted June 29th 2023 on google
These guys are great!
— Matt Russell, Posted June 27th 2023 on google
Jeff and his team are the best of the best!
— Steve Hale, Posted June 12th 2023 on google
I have known David and Ron for 5 years, both professionally and personally, they are trustworthy, loyal, extremely competent in whatever they do. I highly recommend them for anybody looking for a great CPA and tax professional.
— Louis Marcel, Posted June 8th 2023 on google
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Many people do not know how a professional tax and accounting firm differs from a bookkeeper or tax preparer. The main difference when working with a professional tax and accounting firm, such as Paramount Tax, 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 America. So when you ask yourself, "Where can I find College Planning services near me?"... think no further than Paramount Tax!

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Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accounting firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accounting firm utilizes licensed professionals such as Certified Public Accountants (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 a call or visit our tax and accounting firm for a free consultation.

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