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Wealth Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. At Paramount Tax & Accounting, we work closely with professional financial planners to provide the best possible outcome in financial and tax planning. Give us a call, and we'll help you find the best match for your financial goals.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Contact Paramount Tax & Accounting and let us help you attain financial freedom.

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Paramount Tax & Accounting tax accountant

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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
Wealth Planning awards

Winner! 2017 Angie's List Super Service Award.

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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 Wealth Planning firm in America. So when you ask yourself, "Where can I find Wealth Planning services near me?"... think no further than Paramount Tax & Accounting!

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Upgrade to Tax & Accounting Firm

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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