Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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What is the Paragon Process?

Tax-Smart 2nd Opinion

Tax-Smart 2nd Opinion

Request a tax-smart 2nd Opinion intake with one of our tax planners.

Processing Details

Processing Details

Our tax and estate planning team will compile specific details based on your intake form
 

In Person Review

In Person Review

We will review in person or via Zoom to educate you on the proper tax and estate structure on how to accomplish your goals.
 

Comparison

Comparison

Review together the results of staying the course of your existing action plan or going with the Tax-Smart 2nd Opinion review. You will see each plan lined up Apples to Apples to make the best evaluaton.
 

Decision Time

Decision Time

We will work together to decide do you stay the course you are on, implement the solution yourself, or allow the Paragon Team to implement the new solutions for you. We make it easy for you to understand and make sound decisions. When you combined Tax Planning and Estate Planning, it equals SUCCESS.
 

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Thorough Evaluation

Gain insight into changes you can make to save money and create tax-free income.

Nationwide Service

Get our tax preparation and planning help from any location in the US.

Top Professionals

Work with high-quality CPAs, EAs, and attorneys – not just tax preparers.

Virtual Servers

Enjoy 24/7 access to our secure and private portal that meets IRS guidelines.

 

The sunset laws expire Jan 1st, 2026. Our tax rates are going up!

The Sunset law provision of the Tax and Jobs Act of 2017 will raise taxes on January 1st, 2026. Are you prepared for the rate change? Have you heard that you will be in a lower tax rate when you retire? If so, you might be deferring taxes today that would be taxed at a higher rate in the future.


Click Here to Download our Free Tax-Planning Guide!

About Us

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.

Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Upcoming Events

Upcoming Events

Click here for our latest luncheons, seminars, and live presentations.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Have a Question?

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Want to create tax-free income?

Think about your future income and goals. Let's make it happen.

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FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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