Get Tax Planning Help - Paragon Tax Planners

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About Paragon

Do you understand that 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.

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

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 effective tax-planning strategies to achieve your investment goals.

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 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.

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.

Want to create tax-free income?

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

Paragon Tax Planners

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℠

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