Our Proactive Process
At Paragon Tax Planners, our team of tax professionals work together to bring you more than 100 years of collective experience. We are tax planners, CPAs, attorneys, enrolled agents, investment advisor representatives, and insurance professionals working together on your behalf.
Our team takes the time to discover and learn about you, your financial standing, and your future goals. We never use a one-size-fits-all solution. We get to know your unique circumstances, income, and investment goals. Your tax planner will consider the possible changes of your lifestyle, your retirement plans, and how you would likely experience taxation on your assets as they work with one of our CPAs to prepare your Tax-Smart 2nd Opinion.
Your tax planner works with a CPA to develop a Tax-Smart 2nd opinion. Our goal is for you to leave this meeting with an understanding of what your current tax obligations are, what they will look like in retirement, and what planning techniques you can use to lower those tax rates. At the end of this appointment, we seek your consent to put together a financial plan that fits the tax planning model we have built.
Our tax and income planning solution is presented in an easy-to-understand method. We will educate you on the techniques, investments, products, and planning strategies that can effectively accomplish your tax planning goals. During this meeting, we will finalize your proposal. If you request to see a combination or modification to the options we present, we will have a follow-up meeting to show you the finalized plan. Our goal is to spend as much time as needed educating you on the “How” and “Why” so you feel comfortable and confident in implementing your plan.
We appreciate when clients choose us to implement their tax and income planning goals. We understand and value the trust and responsibility extended to us when we gain new clients. Our firm will guide you through each step necessary to achieve your tax planning goals. In addition to setting up your logins to all applicable websites, we will make sure you can fully utilize your personalized client portal. Through this portal you will have access to reporting on all of your accounts, as well as copies of your tax and income plan.
When you choose our firm, you are choosing a highly skilled team that will carry you into, and through retirement. We strive to provide each client with confidence and financial peace of mind. As our firm continues to grow and evolve, we will never leave anyone behind. In choosing Paragon, you have implemented a living, breathing plan that will be monitored by our team for the entirety of your client experience.
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℠