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.
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.
CEO & Founder
Angel R. Way
COO, MBA, ChFEBCSM
George Elias, CPA
Head of Advanced Sales Team
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.
Paragon Tax Advisory Services announces Stephen Way as CEO and Angel Richelle Way as COO. An industry veteran with over 30 years of experience, Stephen Way moves from President into the role of CEO to lead…
“Paragon consistently provides me with qualified leads and marketing tools to succeed.”
“I’ve been very happy with my experience with Paragon Tax Advisory Services. I’ve been recommending you guys to others. Thank you!”
“Your sales and marketing tools and help are top notch!!!!”
Looking for immediate answers to your questions?