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Paragon Secure Cloud

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.

Secure Cloud Storage 24/7

Why send your financial info over email when you can upload it to a secure environment for your financial advisor and CPA to access?

With our secure, proprietary technology, your files and messages stay protected from unauthorized access and accidental loss. This means:

  • Your info stays secure when you pass your tax return data back and forth to us.
  • You can get your tax return and processing done at any time. You’ll add your data as you get it and store it until you need it.
  • You enjoy a history of secure filing. Your info is saved for 37 years.

Housed in a highly secure (SSae16) facility, Paragon Secure Could makes sure your stored info remains compliant with the latest laws and regulations. Our cloud technology adheres to the following standards:

  • Sarbanes-Oxley compliant100% regulatory compliant
  • IRS-IRB 145Exceeds NAIC / FINRA requirements
  • Gramm-Leach-Bliley compliant
  • HIPAA compliant
  • Suitability
  • IRS circular 230 compliant

Safeguard your info

Rest assured your personal info stays safe and protected with our advanced technology tools – eMoney and Paragon Secure Cloud. Have questions? Feel free to contact us.

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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