Paramount Tax & Accounting - Rancho Bernardo

Paramount Tax & Accounting - Rancho Bernardo

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for Max's expertise, patience, and professionalism. Clients appreciate his ability to simplify complex tax and accounting issues, provide clear guidance, and offer personalized support. Many note reduced stress, streamlined processes, and transparent communication, often describing the experience as trustworthy and highly reliable. Recurring themes include his responsiveness, attention to detail, and willingness to go above and beyond, leading to strong recommendations and long-term client relationships.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
CPA License
In-person Support

Contact Information

Address

16776 Bernardo Center Dr Ste 203

San Diego, California 92128

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Max was wonderful and easy to work with.I have worked with many accountants in the past and I must say Max is top notch. As someone who values professionalism, accuracy, and clear communication when it comes to finances, I was beyond impressed with the level of service I received. He was very helpful and knowledgeable as I have recently started on my own personal business venture. I found him to be incredibly patient, answering all my questions in detail and making sure I fully understood. Highly recommen

Highly recommend Max for accounting and tax services. He is very knowledgeable and great at communicating complex issues. He is great to talk to and really makes you feel more confident and less stressed about taxes and accounting. He's well organized and has great response times with email, phone or text. Even though I'm out-of-state he has been a great help.

Max helped me out with my personal taxes this year, following me moving across different states! He was thorough and was able to complete everything within an hour, in what would've taken me several hours. One thing I wish they had their site was pricing. I didn't see it in any of the reviews which is why I'm typing my review. I was told on average this service costs $400-$700, depending on what you're filing. I wasn't aware of this until I asked about it. However, this does include access to a group for a

My tax attorney retired so I was looking for someone new to file our tax return. I found Paramount Tax on google reviews and decided to give them a shot. I called first to ask some questions and Max was very knowledgeable and answered any questions that I had. After speaking with him, I created an appointment online and got an upload link sent to my email shortly after. I uploaded all of our tax documents about a week prior to my appointment. Max text me the day before to let me know he completed the re

Max was extremely knowledgeable. He was able to explain tax laws and rules that stumped the other accountants I spoke with. He was very responsive and patient with all my email questions. His fee was lower than others, even the out-of-state accountants. I was stressed out by my tax situation this year but Max made me feel confident through the process. He worked out a much better final amount than I expected. Highly recommended.

I was lucky enough to be taken in as a new client with Paramount Tax & Accounting in Rancho Bernardo. The service was excellent and Max worked diligently to get me the best outcome on my taxes. Would highly recommend using this agency. Quick and efficient and very friendly. Thanks for working with me and getting me in so soon! See you next year!

Max is a true professional. He took the time to understand my questions and concerns, both business and personal. Max comes with my highest recommendations. Thanks for the amazing service and attention to detail. I couldn't have done it without him!

Max and the team at Paramount is phenomenal. I had an overwhelmingly positive experience working alongside the astute Max over the last few years and not only did he complete my taxes in a professional and timely manner. He also taught me a little bit about how to manage my taxes going forward. 5/5 stars and will continue to return to him!

I had an excellent experience working with Max Warford! He patiently explained me some tricky parts of the California tax regulations, making everything clear and easy to understand. Professional, knowledgeable, and approachable?I felt completely confident in his expertise. Highly recommended!

This was my first year utilizing Paramount for tax preparation. I was very impressed with the agent, Max Warford, and the efficiency with which he handled my taxes. By my being able to email him copies of most of the important documents ahead of time, when I came in for my visit, we were able to finish the entire process in one sitting, and as I was entitled to refunds, to submit those requests online and have them acknowledged on the spot. This was very, very efficient, and I will definitely be back next

I had a fantastic experience working with Max at Paramount Tax Accounting. He was incredibly helpful in assisting me with amending my tax return. I especially appreciated the message reminder throughout the process. Scheduling an appointment and submitting documents was very smooth making the entire experience stress-free. Max is not only highly professional and transparent but also very sensitive to adapting to his clients' unique needs. I highly recommend him and Paramount Tax Accounting for anyone lookin

If you're a small business owner, you NEED Max Warford in your life. Taxes used to stress me out, but not anymore! Max is incredibly patient, breaks everything down in a way that actually makes sense, and goes above and beyond to help. He?s super accommodating and genuinely cares about his clients. I?ve referred colleagues to him, and they all say the same thing?he?s the best. The time, effort, and knowledge he shares with me are exactly why I?ll be a client for life! Like I said, you NEED Max in your life!

Max was efficient, professional, resourceful, local, and informative. Your taxes are presented to you on a big screen television, easy to follow. Paramount Tax and Accounting with Max Warford is everything you could ever ask for in a great tax preparer. Highly recommend!

I was impressed by Max?s knowledge of tax rules and procedures. I have pension, Soc security and full time job incomes plus RMDs and Max took time to explain the different taxes and forms. He is very easy to communicate with and I highly recommend his services for tax work.

Max?s services were too notch! I?ve always done taxes on TurboTax, Max helped me with some more intricate details. Also helped secure an LLC for my business. Will definitely be coming back to Paramount next tax season. Thank you

Very informative process. Max was so helpful and considerate of my needs. Really excited to start working with him.

So happy we found paramount tax and accounting for our business and personal taxes! Max is truly the best, he answered every question and took the time to explain everything so we could have a better understanding of our business! Highly recommend!!

I approached Max to help me with my taxes this year because my former person had died. I needed someone who would work with me bringing things to him vs online work. Max was excellent. I will meet with him again when his work is done. He is gracious, a good listener, and willing to accept his clients where they are. I am very glad that I found him. Highly recommend him if you are looking for same. Melissa Zaletski

Highly recommend Max Warford to anyone looking for a reliable accountant! Max is very knowledgeable, professional, always responsive, and he handles everything promptly and smoothly.

Taxes are a very stressful topic everywhere but thanks to Paramount Tax, it?s one less thing my family and I have to worry about. I was luckily referred by Armando to use Paramount Tax and I am so grateful to him for the recommendation because I no longer need to shop around for an efficient, knowledgeable, and courteous tax professional. Thank you Armando!

My father referred me to Max when my previous tax service ghosted me. I came away impressed. Very professional and knowledgeable. I'm planning on returning next year and beyond.

If you?re looking for someone to help with your taxes, I?d recommend Max Warford. He?s incredibly knowledgeable and takes the time to walk you through everything, making the process easy to understand. I?m truly grateful for the chance to work with Max and appreciate his positive energy!

Max knows what he is doing. He has helped me with hundreds of thousands of dollars taken off my taxes. He is the absolute best and I would recommend him to anybody. Especially those who are self-employed.

I?ve been working with Paramount Tax & Accounting for years, and I can?t speak highly enough of their professionalism, attention to detail, and expertise. They have been an absolute game-changer in managing both my personal and business finances. From the very beginning, took the time to understand my unique needs, explaining complex financial matters in a way that was easy to understand. Whether it's tax planning, bookkeeping, or general financial advice, they always offer insightful, strategic guidance.

I went to see max about opening up an LLC and max went above and beyond. Very informative and also able to help me get to the next level. I appreciate you Max . And again Thank You . See you soon.

Convenient online appointment booking and online document portal. Taxes were largely prepared prior to the appointment. For our appointment we quickly went over any outstanding details and filed. Overall organized, convenient and thorough

Max is a great guy to work with! Amazing listener, creative problem solver and highly organized!

Max has been incredible to work with. He's very responsive, listens well and answers all my questions. He's knowledgeable about all things taxes and helped us save a ton of money. I highly recommend him.

Max was excellent at explaining the process of my personal (and business partnership) tax filings. He is kind and professional. He was able to work around our schedules and put our minds at ease. He?s very responsive to communication requests and never rushes our conversations. We are happy with his competitive fees and the money he saved us on our filing. Thank you!

This is a company you want on your side. Max was always available for any questions I had, and I had a lot. Super knowledgeable and I highly recommend him for any of your tax needs. Paramount Tax & Accounting in my new go to. Thanks again for helping me with my million questions. ??

Max was great to work with. Very professional, knowledgeable and helpful. Highly recommend them.

I had a fantastic experience working with Max at Paramount Tax for my tax filing this year. Their expertise and attention to detail made the process seamless. They patiently walked me through each step, ensuring I understood everything along the way. What sets Paramount Tax & Accounting apart is their personalized approach. They took the time to understand my unique financial situation and offered tailored advice to maximize my deductions. Not only did they handle my taxes efficiently, but they also provid

I came to Paramount as a new client close to the tax deadline after some confusion with Turbo Tax Experts. Max accepted me as a client, cleared up the confusion very easily, and got my returns done in no time. Pricing was transparent and affordable. Max seems very knowledgeable - I?m very impressed and happy that I found Paramount! Definitely recommend

I cannot recommend Max highly enough! He took my phone call on the very first day I contacted Paramount Tax & Accounting and was immediately kind and compassionate despite a busy tax season! He went above and beyond in assisting me with a particularly complicated tax situation. Max spent over two hours on the phone with the IRS, navigating through tedious bureaucracy to resolve my issue, demonstrating incredible patience, expertise and that he truly cares about his clients. If you?re looking for an accoun

Max has a great eye and is an all around great guy! Very communicative and inquisitive during my onboarding process, Max listened very well. I never felt rushed, which was important to me as finding an astute tax professional has been difficult for me in recent years. While going through my LLC accounting, Max caught a minor mistake I made, corrected it and we discussed the error when we met in person. It was a small issue, but he found it nonetheless, which showed me his level of attention to detail. It wa

My business partner and I were seeking an informative and patient individual to assist us with filing taxes for our new small women-owned business, both personal and professional. Fortunately, we found the perfect match. Not only was Max knowledgeable, but he also demonstrated exceptional patience, guiding us through each step. He managed our business and personal taxes effortlessly and confidently. His support was invaluable in alleviating our stress and streamlining the process. We wholeheartedly endorse

Max at Paramount has been not only patient and kind but incredibly diligent, fast and thorough in completing our taxes. The process was simple and seamless and we are receiving a much better return than we expected ????????????. He also took time to go over the future as well as look into some previous years to clear up some questions we had. Highly recommend the team at Paramount!

Always a pleasant experience with everyone at Paramount. Professional and always able to accommodates with appointment times, date and through Zoom. My whole family has been working with them for years and there is a reason we all keep coming back.

Excellent job! Great experience. I highly recommend Max doing your tax preparation.

Started my own business in 2023 and needed help through the tax process. Max at Paramount was super helpful and promptly answered all my questions via phone call, text or email. Made the process super easy. Outstanding customer service and Tax Knowledge. Thanks Max!

Max has been super helpful and great to work with to setup my company and understand mytax liabilities.

As a small business owner, I wish I had discovered Max at Paramount many years ago. Not only did he help me streamline my own process, but he provided valuable insights to the tax filing process. He helped me set up my LLC, got me refunds on previous years that I had filed improperly, and set me up for the years going forward. He truly helped me find peace of mind with my taxes and I'm eternally grateful for his help! If you're looking for help on your small business taxes, look no further - Max at Paramoun

Great tax service! Very helpful and informative on my personal tax return. Highly recommend!

Max Warford of Paramount Tax and Accounting-Rancho Bernardo is professional and shares his tax saving knowledge clearly for his clients I highly recommend scheduling a consultation appointment with Max for him to review your current tax returns and tax planning strategies. You will be amazed at the savings nuggets he will find for you!

Outstanding and professional. Totally satisfied with tax preparation experience. Will highly recommend to friends.

Max made our tax experience so streamlined and easy. We appreciated his transparency and advice, and my wife and I will definitely be recommending Paramount Tax and Accounting to everyone we know!

After taking the plunge and becoming fully self-employed last year, the thought of filing my taxes alone was daunting to say the least. With a fairly complex financial situation, and a lot of gray areas to navigate, I definitely knew I would be needing extra help. Max did a great job and even helped to make sure I?ll have everything categorized correctly for next year. Very grateful for Paramount for the smoothest process. I really suggest them if you?re a small business owner. I?ll absolutely be coming bac

Paramount was incredibly helpful and knowledgeable. I've been trying to find a good Tax Prep person for years, and the Paramount team (namely Max) finally fulfills that. It's a stressful task that they take off my plate. Thank you Max + Paramount!

As a small business owner, tax season is never easy for me. Paramount however made the process painless. Great communication and attentiveness to my account has been the core value that we appreciate the most. Will be seeing these guys for a long time to come.

Max and his team are the consummate tax professionals! It feels good to know you are backed by a hardworking and highly ethical team! We highly recommend their services.

Best place to do your taxes! Extremely knowledgeable about all things tax. I love working with Max!! He really knows what he's talking about. I look forward to working with him for years to come.

I highly recommend Max Warford at Paramount Tax and accounting for your tax needs. I was highly impressed with his knowledge and expertise. If you are looking for a reliable and knowledgeable tax professional, look no further than Max Warford.

I had a great experience working with Max. He explained things very well and took the time to make every detail understandable.

Paramount Tax did our tax service and did an excellent job. Not only that, but they were very friendly, courteous, and professional. I would definitely recommend them to anyone.

I am proud to know the owners and operators of Paramount Tax & Accounting. From a professional perspective, I have seen them work hard at accomplishing something they are, and have been, passionate about for some time. The care they describe that they want to contribute to customers reflects on the same character that I have come to witness as a close colleague as well. They go out of their way to make sure that you're accommodated and extend themselves to ensure you get the best of them. Paramount Tax & A

As a small business owner, taxes and accounting can be extremely scary. I consider myself extremely lucky to have found max and Elisabeth early on to handle all of my accounting inquiries. They?ve been most attentive to my countless questions and concerns and would recommend them 10/10.

I have had the pleasure of knowing Andrea both personally and professionally for the last decade. Andrea is one of the most hardworking and innovative people I have encountered. She is a team player and ensures tasks are completed by deadline. Andrea is a leader that also takes into account feedback and implements it as well. I can?t recommend her enough!

Max does an outstanding job! Very knowledgeable and easy to work with. I will definitely recommend them to friends and family.

Very professional and friendly business! The owners are very caring and helpful, and were very thoughtful and responsive when working with us. They handled everything perfectly and answered all of my questions I had! Do yourself a favor and schedule an appointment if you need any kind of assistance, I seriously can?t recommend them enough!

Great working with Max. Very helpful and knowledgeable

I've known Andrea for over 15 years and she consistently displays a consummate professionalism that is unmatched. She is dependable and dedicated to her profession. Andrea epitomizes steward leadership and leads with passion. I trust her and her abilities to get the job done right!

Max has incredible knowledge and experience to help you make the most of your tax situation. I give him my highest recommendation!

Best tax preparation process I have ever had. Gave me an in depth explanation of the process and put my mind at ease. 100% recommend!

They are not only tax advisors, but more importantly they are Tax Planners! With competitive pricing and a experienced team, they helped me pay less in taxes and get a higher return!

I appreciated Max answering some questions I had regarding my tax return. He is very professional in his scheduling for meetings and follow ups.

Would highly recommend Paramount Tax. Max was very friendly and helpful. Will definitely use them next year.

Good communication, knowledgeable tax advisor with personal approach.

Professional and kind! This tax preparation business is top-notch. They go above and beyond to ensure a smooth experience. Highly recommended!

The service is amazing! They made doing my taxes a breeze. I'd definitely recommend them to my closest friends and family. Thanks a lot!

Max is a great at his job and is easy to work with. Highly recommend!

Very knowledgeable, friendly and experts in taxes. i trust them wholeheartedly as they are hardworking and honest. i would recommend them without prejudice!

Max is fantastic! Very knowledgeable and dedicated to his clients. Highly reccomend.

Great experience with Paramount Tax & Accounting. Customer service was outstanding, very professional and extremely helpful.

Elisabeth and Max were extremely helpful! They are very sharp individuals and always put their clients needs first!

Straight forward, friendly, great experience

Very responsive and super happy I worked with them for my taxes. Will definitely come back and use accounting services in the near future.

Max was very informative & made the process very easy!!!! I'm glad I chose this place to do my taxes.

Paramount has been great to work with. They know their stuff. Saved me $ on my taxes.

Super reliable! really glad to have found someone I can trust with my taxes

Max is great and took good care of my parents taxes. Thank you Max

Professional and reliable. You can?t beat Max and the Paramount Tax team!

Great experience with Max & Elizabeth! Very trustworthy and professional.

Excellent service and very knowledgeable. Will definitely be using their services again in the future.

Definitely five stars! Totally professional, friendly and knowledgeable.

Excellent service! I would recommend to anyone looking for honesty and reliability

Normally I hate doing my own taxes, but Paramount made it a breeze!

These people understand that success comes from hard work and attention to detail. I highly endorse them.

Great team great organization You need to meet these people.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.