Welcome to Your New & Improved Tax Experience With Paramount!
At Paramount Tax & Bookkeeping, we’re excited to announce an upgrade to our client experience! Our processes have changed, and we’ve launched a brand-new Client Portal designed to make your tax preparation journey easier and more efficient than ever.
Here's how it works...
Log In to the New Client Portal
Access your personalized portal where everything you need is conveniently located in one place.
Complete Your Tax Organizer
After logging in you'll be prompted to complete your tax organizer. This includes answering some questions and securely uploading all of your tax documents.
Communicate With Us Through The Portal
Have questions? Easily communicate with your tax preparer directly within the portal at any stage of the process.
Tax Preparation by the Paramount Team
Once we begin preparing your tax return, we’ll notify you and invite you to schedule a meeting to review your return.
Schedule Your Final Review
During this meeting, we’ll review the tax return we’ve prepared to ensure all information is accurate and complete. If any adjustments are needed, we’ll make them promptly and upload the updated return to the portal for your review. Once everything is finalized, we’ll invite you to sign the return, and we’ll proceed with e-filing.
E-Filing of Your Tax Returns
After e-filing your tax returns, we’ll send a confirmation through the portal once they have been accepted by the IRS. Your final tax return will then be uploaded to the portal the following day for your records.
Why You'll Love the New Client Portal
All-in-One Convenience: Communicate with our team, share and store documents, access copies of your tax returns, pay invoices, and sign forms—all in one place.
Secure and User-Friendly: Designed to simplify the process and keep your information safe.
Faster, More Efficient Service: Enjoy a streamlined experience that saves you time and effort.
24/7 Access & Mobile-Friendly: Easily access your tax documents, messages, and invoices anytime, from any device, ensuring you stay connected and in control.
Still Have Questions?
Call or text us at (346) 239-1944