Tax-Smart 2nd Opinion
Request a tax-smart 2nd Opinion intake with one of our tax planners.
Processing Details
Our tax and estate planning team will compile specific details based on your intake form
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
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
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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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
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.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.