Tax Advisory

Are you overpaying in taxes?

Paying taxes is part of our patriotic duty, but no one wants to pay more than their fair share. This is as important as ever as you approach retirement. Don’t watch your returns and your estate dwindle as a result of legally avoidable taxes: take action early and get ahead of next year’s tax filing.

We can partner with tax professionals who help ensure that your retirement assets are allocated and distributed as tax efficiently as possible.

Paramount Financial offers tax advisory services to all of its clients. Our CPA currently holds a Master’s in Business Administration (MBA) from the University of Arkansas in Fayetteville, is a Certified Public Accountant, a Personal Financial Specialist (PFS), a Certified Estate Planner (CEP), and a Certified Senior Advisor (CSA). She is here to help with any tax advisory questions or issues you may have. If tax preparation for the current year is needed, she will happy to assist you. Need your past returns reviewed for potential savings? We are glad to assist you with that also. Call today at (501) 217-9122 to set up a complimentary visit where we can review how taxes are impacting your financial goals and what you can do about it.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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