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.
Paragon Tax Planners (“Paragon“) isn’t a broker-dealer, an investment advisory firm, an insurance company, or an agency. It doesn’t provide investment or insurance-related advice or recommendations.
Comprised of attorneys, CPAs, and financial professionals, Paragon Tax Planner network representatives are independent practitioners. They aren’t employed by 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℠