The Paragon Way

Paragon Tax Advisory Services is an organization that educates and coordinates Advisors, CPAs and Attorneys to work as a team on the client’s behalf. The key to Paragon’s model is that we are dedicated in helping our associates formulate and present plans from a tax-smart perspective. The Paragon Model is designed to assist the producer in getting and staying in front of qualified clients and prospects.

Through a national network of CPA’s, EA’s and Tax Attorneys, our associates can offer tax preparation and tax planning services to their clients on a year-round basis. Using the power of a tax return, our associates can demonstrate the impact that taxation has on a client’s bottom line. Our professional associates use our Tax-Smart Second Opinion process, to demonstrate how tax efficient planning can help to minimize the impact of taxation.

We believe that focusing on marketing, education and sales with the producer, allows he or she to become a proactive planner, able to better serve their clients. Our goal is to assist the financial professional in partnering with a tax and legal professional, in order to deliver compliant financial plans to the client.