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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 & Accounting today, and schedule an appointment today.

Investing Tax Strategies

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I’m extremely thankful to have met Ron. The service and knowledge he provides is top notch. It’s a win/win for both sides working with him. Thank you!
— Matt McShine, Posted May 27th 2023 on google
Very understanding, helpful and courteous, thank you so much
— Siosaia Pupua, Posted May 24th 2023 on google
We had to have some tax related questions answered and we got the answers we needed from the staff of Paramount. We are very pleased with the service we get from Jeff and the staff and would still recommend them.
— Mike Smith, Posted March 21st 2022 on google
Good name is better than riches. and I have confirmed that with MR. Killian Bayer who prove to be the most honest and trustworthy Expert trader. I invested just $500 into my trading account with their company, and he used it to trade $9,300 for me in just 7 days, looking for the most trustworthy Expert trader to invest...
— , Posted May 16th 2023 on facebook
Thank you Mrs. Taisha Carson for the fantastic job you have been doing for me lately. Your hard work and dedication has really helped me out during difficult times . I just wanted to make sure you know how much you are valued and appreciated. We know that the recent round of lay-offs has been very bad for company mora...
— , Posted May 10th 2023 on facebook
They know what they're doing here. I trust them with my taxes completely. They are totally willing and happy to go over ideas and how to best protect yourself and add value to a business/project you're working on
— Jason Pearson, Posted November 30th 2021 on google
Big thank you to Mrs. Rochelle Nelson who made my life change. forex/bitcoin trade is really a complex one but with the help of Mrs. Rochelle Nelson strategy, I have been able to recover my lost in such a short while with just an investment and i was sure to withdraw within the week of my investment and it was wonderfu...
— , Posted May 1st 2023 on facebook
Dave and the rest of the team at Paramount are of the highest caliber. From thinking outside the box, to ensuring the highest level of attention to detail, Paramount is a top tier accounting firm!
— Brett Haymond, Posted April 18th 2023 on google
My experience with Paramount was great! They educated me on legal ways to save on my taxes that I wasn’t aware of previously. They exhibited great patience with my questions and took care of everything in a timely manner
— Michele Schroeder, Posted April 14th 2023 on google
We love you guys! They are quick and super helpful and efficient!!
— Lisa Cozzens, Posted April 12th 2023 on google
Highly recommended. David truly cares and gives his full attention which I greatly appreciate. Knowledgeable, helpful, friendly, what more could you ask for?
— Morgan, Posted April 10th 2023 on google
Great experience right from the beginning. Email and text reminders of my appointment. They also send links of forms that you will need and a document that you can load your forms. It was so easy and painless! Alexis was knowledgeable and so pleasant to work with.
— Jenny Miller, Posted April 10th 2023 on google
Paramount agents are knowledgeable, good at what they do, and we are grateful for their help. That being said, while our initial experience with Paramount was great things have definitely gone downhill. Twice now when we have gone in for scheduled appointments we have had significant waits… once because the account...
— Curtis Blanchard, Posted November 3rd 2021 on google
Would highly recommend, great service!
— Ceilidh Sells, Posted April 4th 2023 on google
David is the best for your tax service. Up to date professional knowledgeable and caring. Paramount is the go to company for all your tax service. Don't go anywhere else.
— Jim Leonard, Posted April 4th 2023 on google
The best team ever! Jeff and Kacey take care of my taxes with excellence as well a personal touch that is very important to me. Their expertise is appreciated every year! It's great to have the confidence I have with this team! Thanks!
— T n, Posted April 3rd 2023 on google
I have personally worked with Mr's Caroline jones Fx Trader and she's top notch! Highly recommend doing business with Her! making over $9,000-$10,000 on a weekly basis with little start up capital of $1000. She is really great, best in the trading field and unique among others. Invest with Mrs Caroline and thank me l...
— , Posted April 3rd 2023 on facebook
Emilie and Kasey, they are friendly, sharp (answered all our questions) and extremely efficient, great team, my wife and I had our return done in 30 min. Outstanding!!! We'll be back! Thank you!
— Jim Luis, Posted March 30th 2023 on google
Amazing experience!
— Alex Podmazka, Posted March 29th 2023 on google
These guys were super awesome along with unmatched hospitality towards my family. I had a very unique tax situation with two variations in my filing status. In less than an hour we were able to resolve the issues. I can't thank Paramount agents and the owner enough for taking special interest in my familys situation. I...
— Ty B, Posted March 24th 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 & Accounting, 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 & Accounting!

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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 & Accounting a call or visit our tax and accounting firm for a free consultation.

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