Get Tax Planning Help - Paragon Tax Planners


Contact 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.


Want to connect with us directly? No worries! The best time to reach us is from 8:30 am – 6 pm (M-F).

Virtual: Schedule a call with a team member from the comfort of your home, office, or remote location.

Ohio: 1324 Pearl Road, Suite M-3 | Brunswick, OH 44212


Texas: 11504 Jones Maltsberger, Suite 1206 | San Antonio, Texas 78216


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A Virtual Tax Office at Your Fingertips

No matter where in the U.S. you live, we have a virtual tax office to meet your tax prep and planning needs.

You’ll enjoy access to a CPA. Plus, our tax planners will provide you with a Tax-Smart 2nd Opinion. Executing this tax-planning solution helps to:

  • Create tax-free income in retirement
  • Manage risks
  • Protect a portion of assets from market loss and minimize taxation

Services provided

You’ll enjoy all of the services we provide in our brick and mortar locations.

  • Process 1040 tax returns
  • Offer advanced tax planning services
  • Provide specialized tax consulting services, like:
  1. IC-DISC work
  2. R&D credits
  3. Sales and Use Tax Services
  4. And more

Contact us

To get started, find a time on the calendar and we’ll take it from there.

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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