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Paramount Tax & Accounting Cpas of Lehi

(30)

Business Services, Tax Services, Individual Services

“I have been searching for a CPA well versed in S-corps for a LONG time and even on my first meeting with Jeffrey he exemplified so much knowledge on how to help me save on my taxes.”

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Lighthouse Financial

(30)

Company
Needs
Patient

“Leilani gave great supporte and helped me through all the steps, answering every questions I had, following through to make sure everything goes smoothly.”

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R.o.i. Wealth Management - Fee Only Financial Advisors

(20)

Communications
Knowing
Grant

“I have worked with ROI for over 20 years and have always found them to be easy to work with, well informed about the financial matters, and on the cutting edge of portfolio management.”

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Capital Wealth Advisors

(29)

Options
Seminar
Interest

“So far, we love this company and all of the people there who are not only professionals, but realize that if you can't even get through the book "Retirement for Dummies" they will guide you.”

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Switchpoint Financial Planning

(8)

Flat Fee Wealth Management

“I've been investing on my own for 20 years, and he found opportunities for me to optimize between my tax advantaged accounts that I'd have never known about without his help.”

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Medicaid Planning Services

(10)

Mother

“Rob and his team helped with the entire process with us and while in the process of helping us with my mother in law, in 2018 my husbands grandmother then also needed full time care!”

FAQs

What does Medicaid cover?

There are many different types of Medicaid programs in the State of Utah, ranging from programs designed to help children or pregnant women to programs to assist individuals who are aged, blind, or disabled or in need of long-term care. Medicaid Planning Services specializes in helping people receive the benefits these programs provide.

Does Medicare cover long-term care?

Medicare will cover up to 100 days of a rehabilitation stay, only 20 of those days are covered completely the following 80 require a co-pay. Medicare does not cover care provided in an assisted living, skilled nursing, or other long-term care facility.

What are the eligibility requirements for the Medicaid program?

It depends on the Medicaid program that is being applied for, but regardless of the program, eligibility depends on three things: 1. Medical Assessment 2. Assets and 3. Income.

Do I have to sell my home to get Medicaid coverage?

No. Medicaid exempts your primary residence during its financial assessment procedure so long as you provide the necessary documentation. If you sell your home while receiving Medicaid benefits, you must notify Medicaid within 10 days and subsequently spend the proceeds to under the asset limit by the end of the month in order to maintain eligibility.

More answers can be found on the FAQ page of our website.

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Kranenburg Accounting & Tax Service Cpas

(20)

Information
Work
Email

“They are great and have always been willing to work closely to provide the necessary information to be able finish my tax returns, they are also great friends!”

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Amicus Settlement Planners

(1)

“They care about you and go above and beyond to make sure you have everything you need and quickly!”

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Drive Wealth Advisers

(1)

“I've worked pretty heavily with both Lowell and Alex, and they are both honest people that will always do what is best for the client first.”

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Redstone Advisors

(1)

“They are the best investment advisors and financial planners.”

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Sync Ledgers

(6)

“Kimmie has helped me out for several years now and she always gets me what I need and takes work off my plate each month that I would have put off to the end of the year, love her!”

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Brighter Retirement Advisors

(3)

“Excellent Client Service!!!!!!”

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Amplēo

(1)

“I'd highly recommend Patrick's support for growing or transitions companies that need extra Controller, CFO, or SME support.”

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My Prosper Team - Financial Planning and Money Management

“While watching my mother encounter many obstacles upon retiring, I discovered a great need for financial education. Seeing her sort through one retirement question after another, I began delving into finance to find answers of my own, and ultimately ...”

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Pillar Capital

Investment Philosophy, Asset Class Investing, Risk and Return Are Related

“We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.”

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IRA Express

“The current financial markets can be very turbulent. Many future retirees have watched their retirement assets diminish due to declining financial markets. Consequently, they are shifting their retirement assets into more tangible “non-traditional” i...”

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Jordan Jones, Financial Advisor

“Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride...”

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Freedom Time Wealth

“Looking to retire but not sure if it's financially possible? Want to follow your passion for traveling, but can't quit your day job? Want to spend time with your family and make a living at the same time? We can help.”

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Lone Peak Capital Management

“Unlike some financial advisers, we don't lock away your money or charge fees if you change your mind. No lock-up periods, no account-closure fees, no surrender penalties. If you decide these investment strategies are not a good fit, you can easily mo...”

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White Cap Wealth Management

(3)

“Best financials planners in Utah.”

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Gurr CPA

(30)

Questions
Knowledge
Communicate

“In Aug 2020 (yes, lovely year to take over a business), we purchased the business and have had Gurr CPA help us with our accounting (payroll, business expenses, taxes, etc), the team has been amazing in their efforts and responsiveness to our new jou...”

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Ascent Law

(24)

Medicaid, Law Firm For Guardianships, What is Probate Property?

“I obtained accent law for my bankruptcy and I could not be happier, they were professional from beginning to end, Tanya answered all if my questions and Nichole was wonderful.”

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Ricks & Company

(30)

Quickbooks Accounting, Accounting & Bookkeeping, Incorporations

“As a financial Planner, if you are looking for a CPA who really understands tax filing strategies for small businesses, It would be worth your time for Mike to review your returns and get a different perspective.”

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Capita Financial Network

(14)

Team

“I couldn't ask for a better group to work with when it comes to having my money grow and work for me.”

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Average Cost	$3311
Minimum cost	$1104
Maximum cost	$9379
Avg Per Hour Rates	$332

Best Financial Advisors in Lehi, UT

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Lehi area.

Paramount Tax & Accounting Cpas of Lehi

Lighthouse Financial

R.o.i. Wealth Management - Fee Only Financial Advisors

Capital Wealth Advisors

Switchpoint Financial Planning

Medicaid Planning Services

Kranenburg Accounting & Tax Service Cpas

Amicus Settlement Planners

Drive Wealth Advisers

Redstone Advisors

Sync Ledgers

Brighter Retirement Advisors

Amplēo

My Prosper Team - Financial Planning and Money Management

Pillar Capital

IRA Express

Jordan Jones, Financial Advisor

Freedom Time Wealth

Lone Peak Capital Management

White Cap Wealth Management

Gurr CPA

Ascent Law

Ricks & Company

Capita Financial Network

Retirement Planning and Investment Management Services in Lehi, UT Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lehi

Popular in Lehi