Grow Your Business
Branch out into new marketplaces and diversify
without stopping what you’re currently doing.
Increase Your Service Offerings
Get and stay in front of qualified clients and prospects using the Paragon Model. Our national network lets you better serve your clients in and near retirement. You can offer your clients:
- Tax planning and tax preparation services year-round
- Investment management
- Strategic wealth planning
- Proactive, compliant financial plans
- Operational financial reporting
- Credit card processing
Browse our areas of focus to learn more about how we can help you.
Why Choose Paragon
At Paragon Tax Advisory Services, we educate and coordinate advisors, CPAs, and attorneys to work as a team on each client’s behalf. We’re dedicated to helping you prepare and present solutions from a tax-smart perspective.
Advisor Run.
Just like you, we’re in the trenches day in and day out. We understand the challenges you face as client needs and market changes require you to adapt on the fly.
Advisor Built.
The processes, tools, and strategies we provide are the same ones that we use to grow our business. Plus, we continue to add new resources.
Advisor Focus.
Your success is our priority. We believe that focusing on marketing, education, and sales lets you become a proactive planner – and helps you serve your clients even more.
Our Dream Team
Each team member possesses a passion to help others excel. With nearly 100 years of experience, we care about our associates and will work tirelessly to help you achieve exceptional results.
Stephen Way
CEO & Founder
Angel R. Way
COO, MBA, ChFEBCSM
George Elias, CPA
Head of Advanced Sales Team
Mike Cook
Advisor Relationship Advocate
Ciara Lister, Esq.
Owner, Lister Law Office, P.A.
News & Events
Stay up to date on our latest articles, press releases, and more.
Success Stories
“Paragon consistently provides me with qualified leads and marketing tools to succeed.”
– Rich
“I’ve been very happy with my experience with Paragon Tax Advisory Services. I’ve been recommending you guys to others. Thank you!”
– Olivia
“Your sales and marketing tools and help are top notch!!!!”
– Robert
Looking for immediate answers to your questions?