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 and let us help you attain financial freedom.

Wealth Planning

Free Consultation

Call 801-341-2300 today!


I highly recommend Paramount Tax as your CPA! They are very professional, meticulous, and do things right!
— Julie Clawson
Posted June 23rd 2019
Google
Rob was kind enough to take on our case which is slightly complicated. He explained, in detail, how he will proceed in resolving the existing issues. Rob is very friendly and approachable, and we would highly recommend him to anyone looking for a qualified CPA. Charlie and Luann Colston
— Luann Colston
Posted May 24th 2019
Google
Amazing tax services and advice. Rob willBe able to help you with all of your accounting needs and provided a broad range of financial services from dealing with annoying personal tax issues, to business accounting, and even part time CFO. I highly recommend youGo in and see him!
— Gavin Pancirov
Posted May 22nd 2019
Google
Rob is an excellent CPA. I enjoy working with him, and I’ve used him for many many years!
— Rhadiante Van de Voorde
Posted May 21st 2019
Google
Showing 4 of 80 reviews (Average rating of total: 5 stars!)


Wealth Planning awards
Wealth Planning endorsed

Because we’re CPAs and they're not™

Many people do not know how a CPA differs from a bookkeeper or tax preparer. The CPA designation is one of the most widely recognized and highly trusted professional designations in the business world. CPAs are distinguished from other finance professionals by stringent qualification and licensing requirements. Paramount CPAs have worked hard to obtain their CPA designation, and are committed to working even harder to deliver the value that that designation conveys. In fact, our goal is to be the No. 1 Wealth Planning firm across the United States. So when you ask yourself, "Where can I find Wealth Planning services near me?"... think no further than Paramount

Free Consultation 801-341-2300

When to upgrade from tax preparer to CPA?

Whether you are filing personal taxes or you own a business, if you are not already using a CPA, you have most likely already missed out on major tax benefits, deductions and credits. This is because Certified Public Accountants (CPAs), such as Paramount, are advisers to not only individuals on personal financial matters but are also licensed to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. This strict status and licensure ensures that only CPAs are legally qualified to understand complicated tax laws and how to to implement strategies that return the most benefits to individuals and businesses. Give Paramount a call or visit our CPA firm for a free consultation.

Individual Tax Preparation Business Tax Preparation

Find a location near you...

Paramount Tax & Accounting - Bountiful

Bountiful, UT

Call: 801-683-9734
Email   Website

Paramount Tax & Accounting CPAs, of Bowie

Bowie, MD

Call: 301-464-2777
Email   Website

Paramount Tax & Accounting - Chandler

Chandler, AZ

Call: 480-247-6504
Email   Website

Paramount Tax & Accounting - Cincinnati East

Cincinnati, OH

Call: 513-247-0999
Email   Website

Paramount Tax & Accounting - Cottonwood Heights

Cottonwood Heights, UT

Call: 385-529-0814
Email   Website

Paramount Tax & Accounting, CPAs - Draper

Draper, UT

Call: 801-890-4777
Email   Website

Paramount Tax & Accounting, CPAs - La Mirada

La Mirada, CA

Call: 626-968-8680
Email   Website

Paramount Tax & Accounting- Vegas Strip

Las Vegas, NV

Call: 702-983-0115
Email   Website

Paramount Tax & Accounting - Lehi

Lehi, UT

Call: 801-634-8840
Email   Website

Paramount Tax-South Jordan, Riverton

South Jordan, Riverton UT

Call: 801-998-2127
Email   Website

Paramount Tax & Accounting, CPAs - St. George

St. George, UT

Call: 435-565-6700
Email   Website


Paramount Tax is now offering financial and tax franchises across the US!

cpa accounting franchise

Let us make our success into your success!

Franchise Information Call: 801-341-2300