Learn how our Tax-Smart 2nd Opinion could reduce your taxes
The financial decisions you make today ultimately end up on your tax return. Our tax planning process provides a thorough review and analysis of your unique situation.
Your strategic team of experienced planners.
At Paragon Tax Planners, our team of tax professionals work together to bring you more than 100 years of collective experience. We are tax planners, CPAs, attorneys, enrolled agents, investment advisor representatives, and insurance professionals working together on your behalf.
It is all about you! Our process of education and transparency aims to give you the best tax and financial plan possible. Each plan we put together revolves completely around you and your goals.
We will utilize our tax plans as the basis for any financial recommendations that we make. Throughout our process, you will learn the how and why of each part of your unique plan.
The Paragon Process
Our 4-phase approach gives you a 360° view of your current and future finances.
Plus, our advisors, attorneys, tax planners, and others work together on your behalf.
Gain insight into changes you can make to save money and create tax-free income.
Get our tax preparation and planning help from any location in the US.
Work with high-quality CPAs, EAs, and attorneys – not just tax preparers.
Enjoy 24/7 access to our secure and private portal that meets IRS guidelines.
The Sunset law provision of the Tax and Jobs Act of 2017 will raise taxes on January 1st, 2026. Are you prepared for the rate change? Have you heard that you will be in a lower tax rate when you retire? If so, you might be deferring taxes today that would be taxed at a higher rate in the future.
The Paragon team took a complete look at my finances and outlined a detailed strategy that I can easily implement. I’ll now be able to save more money and pay fewer taxes when I retire. Thanks, Paragon!
Anyone who wants to prepare for financial freedom needs to have a conversation with Paragon Tax Planners. Their attention to detail, customer care, and willingness to educate is truly top-notch. So excited to grow old!
Here at Paragon Tax Planners, we stand by our planning process to go the distance for your planning needs. We will always understand your unique circumstances and customize your tax solution to meet your needs. Our virtual platform serves the needs of our clients in all 50 states. Our software meets every regulatory body requirement for document transmission and document storage. We will fiercely protect your information. We look forward to helping you Plan From a Tax-Smart Perspective℠