• Skip to primary navigation
  • Skip to main content
  • Skip to footer

844-727-2829

  • Facebook
  • LinkedIn
Paragon Tax Planners

Paragon Tax Planners

Planning From A Tax-Smart Perspective

  • Our Expertise
    • Tax Planning
    • Tax-Smart 2nd Opinion
    • Tax Preparation
    • CFO Services
    • Merchant Services
    • Tax and Estate Planning
    • Retirement Planning
    • Social Security Report
  • Our Company
    • About Paragon
    • Locations
      • Virtual
      • Ohio
      • Texas
  • Resources
    • eMoney Private Website
    • Paragon Secure Cloud
    • Newsletter
Contact Us

About Paragon

Your strategic team of trusted advisors

Not sure of the best way to maximize your investments and retirement income?

With Paragon Tax Planners, you have access to an entire team of seasoned professionals. These professionals work together on your behalf to help you maximize your investments and income.

We take pride in educating clients like you about investments and taxation. Our team includes investment advisor representatives, registered representatives, and CPAs or Enrolled Agents.

With over 100 years of combined experience, we draw upon our extensive expertise to provide comprehensive taxation services all under one roof.

Customized tax solutions

Preparing for retirement is a life-long journey that demands adaptive solutions to fit dynamic lifestyles and investment markets.

At Paragon Tax Planners, we’re dedicated to providing investment management and effective tax-planning strategies to those in and near retirement.

Our primary focus as a full-service tax preparation and financial planning firm is to understand your current situation and unique financial goals. It’s this attention to detail and our in-depth knowledge and expertise that enables us to provide tax solutions that achieve your long-term investment goals.

  • Learn how to plan for retirement income using the Taxation Identification Method. Our goal is to find out how you want to receive your income – taxable, tax-deferred, or tax-free.  
  • Understand how to identify the tax impacts on each income stream. With these various income streams come different tax implications. We review the tax guidelines with you to help you realize the total income needed to meet your lifestyle needs and goals.
  • See how to plan your future income, based upon projected taxation of income and income requirements.

Get started

Find out how we can help you address your long-term financial goals. Schedule a call or let us know when you would like us to call you.

Our credentials and memberships

National Association of Ethics (NEA): Our Advanced Tax Planners have been members of the ethics association since 2014. The NEA has thousands of resources as well as programs that let financial planners get direct access to current guidelines and educational resources.

American Institute of CPAs: You have high standards, and so do we. We’re members of the American Institute of CPAs, which also sets ethical standards for our profession.

Want to create tax-free income?

Think about your future income and goals. Let's make it happen.

Contact Us

Footer

Paragon Tax Planners

Understanding your current situation and future goals is key. As a full-service tax preparation and planning firm, we pair this insight with our Tax-Smart 2nd Opinion to save you money in taxes when you retire.

844-727-2829

info@paragontaxplanners.com

Our Expertise

  • Tax Planning
  • Tax-Smart 2nd Opinion
  • Tax Preparation
  • CFO Services
  • Merchant Services
  • Tax and Estate Planning
  • Social Security Report
  • Retirement Planning

Locations

  • Virtual
  • Ohio
  • Texas

How to Get Started

Schedule a call
  • Facebook
  • LinkedIn

© 2021 Paragon Tax Planners. All rights reserved.

Privacy Policy | Terms and Conditions | Disclosure Return to top