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Investing Tax Strategies

Tax Strategy Planning Services

The tax professionals at Paramount Tax and Accounting 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 professionals at Paramount Tax and Accounting, 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 and Accounting 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 and Accounting 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 Accounting 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 Paramount Tax today, and schedule an appointment today.

Investing Tax Strategies

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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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Paramount Experience

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 Investing Tax Strategies firm in America. So when you ask yourself, "Where can I find Investing Tax Strategies 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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