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

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Utah tax preparation

Paramount tax accountant

Call 801-890-4777 today!

These guys are amazing! I started working with John 8 years ago and have watched him grow the business. I still feel like his number one client and love working with Christy as well.
— Paul Willey
Posted November 14th 2019
Google
Professional, Courteous and definitely have their finger on the pulse of the industry.
— Karl Harris
Posted November 7th 2019
Google
Rob is extremely knowledgeable. We are very grateful for his time and expertise. Highly recommended!
— Stew West
Posted October 28th 2019
Google
I received a letter from IRS that I owed a bunch of money and I freaked out. I was going to just pay it but then I decided to look up a tax guy to see what they could do for me. Wow, I am so glad I did. I called Paramount and they scheduled me in same day. I met with Roy and he exceeded my expectations. Not only do I not owe money but IRS actually owes me money for two years. I recommend going to Roy to see if he can help you or even just do your taxes. Amazing work and affordable pricing.
— renee cielen
Posted September 30th 2019
Google
Showing 4 of 80 reviews (Average rating of total: 5 stars!)
Wealth Planning awards

Winner! 2017 Angie's List Super Service Award.

Testimonials Awards

Dave Ramsey's Endorsed Local Provider.

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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, 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!

Free Consultation 801-890-4777

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

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Why Choose Paramount Tax & Accounting?


Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

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


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