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.
Protecting Your Privacy
Paragon Tax is committed to protecting the privacy and confidentiality of your personal information. We believe that you should know about the information we collect, the measures we take to safeguard it, and the situations in which we might share information with select business partners.
Safeguards to Protect Privacy and Information Security
We have implemented security standards and processes including physical, electronic, and procedural safeguards. We limit access to customer information to employees, registered representatives, investment advisor representatives, or agents who may need it to do their job. These individuals are required to respect the confidentiality of your personal information and understand their duty to safeguard it.
How We Collect Information
How We Share Information
In the course of doing business, we may share information with others. This could include personal information about you. Personal information may be shared with others for the following reasons:
Policy Relating to Former Customers
Other Important Information
Other than what is described in this notice, we will not share information about you with third parties to market products to you, unless we notify you about it first and receive your permission. We do not sell or disclose your personal information to unaffiliated third-party marketing companies. Our privacy practices comply with all applicable laws.
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℠