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Call us today for help!  (844) 952-7279

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Training and Support for the Tax-focused Financial Advisor

  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
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    • Advanced Sales Team
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  • CONTACT US
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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
    • Advisor Sign-in
    • Advanced Sales Team
    • New Business Development
  • CONTACT US
  • Search

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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Merchant Services

Accept Payments Online 24/7/365

When you participate in our tax franchise model,  you’ll enjoy the option to have your clients pay you by credit card or check. Plus, you’ll pay lower processing fees – saving you money.

You can set up a shopping cart on your website or add payment options info on your invoice. Having this functionality lets your clients pay you by:

  • Credit card
  • Check

You’ll enjoy the convenience – and the lower processing fees.

Heads up: Payments received before 7 pm will be in your bank account the next day, except on weekends or federal holidays. You’ll receive payments made on national holidays 48 hours after.

Next steps
Get a free credit card processing analysis
by MCCPS logo

When asked who referred you, enter Paragon Tax Advisory Services. Once you submit your info, you’ll be on your way to paying lower processing fees if approved.

Create Extra Monthly Revenue Streams

Have clients that accept credit card payments? Let us know. We can offer them a better way to accept credit card payments with lower processing fees. Your client saves money each month, and you’ll enjoy another stream of revenue.

For example, your client is running $20,000 a month on credit cards.

  • Paragon Tax Advisory shows your client that we can save them $1,000 a month, resulting in $12,000 a year of new revenue.
  • You’ll enjoy a new monthly income stream.

Heads up: We can also get your client hard loans within 3 days if they need the cash flow and their credit allows.

Get Started

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.

FOCUS AREAS

Tax Franchise Model

Federal Marketing Program

Advanced Planning

Virtual CFO Services

Merchant Services

Estate Planning Program

Workshop Packages

CPE Offering

NEWSLETTER

Contact Us

CORPORATE OFFICE

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

Schedule a call

(844) 952-7279

 

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