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Training and Support for the Tax-focused Financial Advisor

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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
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    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
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Advanced Tax Planning

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Help Your Clients Create a Tax-Free Income

Opening a tax office is a great transition to sit down with your high net-worth clients again.

Every client, in every tax bracket, has concerns about the amount of money paid to Uncle Sam. Showing your high net-worth clients how to reduce their taxes and create tax-free income in retirement will create opportunities to capture more assets. This will also further protect your clients through their retirement.

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See how we can help you grow your business. Schedule a free 30-minute discovery call

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Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

Schedule a time

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PARAGON TEAM

Stephen Way

Angel Way

George Elias

Mike Cook

Ciara Lister, Esq.

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Tax Franchise Model

Federal Marketing Program

Advanced Planning

Virtual CFO Services

Merchant Services

Estate Planning Program

Workshop Packages

CPE Offering

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CORPORATE OFFICE

Paragon Tax Advisory 
1324 Pearl Road, Suite M-1
Brunswick, OH 44212

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(844) 952-7279

 

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