PARAMOUNT ACCOUNTING & TAX SERVICES, INC.

Overview

Paramount Accounting & Tax Services, Inc. is a corporation organized around accounting and tax work that also performs investment-related activities. The firm identifies itself as a capital allocator and lists “selection of other advisers” as its advisory function, indicating it places client capital with outside managers rather than running a large in-house investment platform. Ownership is held by an individual and the business operates under an “other” fee arrangement rather than a standard AUM-based or commission model. The firm does not market itself as an ESG investor, is not a multi-state adviser, and is not newly formed. It does not appear to serve as a pension consultant or a related adviser to another registered advisory entity. The combination of accounting services with adviser-selection work suggests the firm’s client-facing financial offering is oriented around tax-aware allocation and directing clients to external investment managers.

Assets & Accounts

Investments & Alternatives