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 who collaborate on your behalf to help you maximize your investments and income.
Comprised of investment advisor representatives, registered representatives, and CPAs or Enrolled Agents from across the United States, we take pride in educating clients like you about investments and taxation.
We draw upon our extensive expertise with over 100 years of combined experience 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.
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.