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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
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
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Tax Franchise Model

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Expand Your Practice With Ease

When you join Paragon Tax, you’ll be expanding your practice to include a CPA. Our tax planners have one of our Tax-Smart analyses for each client or prospect that they meet.

Executing a tax-planning solution with your clients is a long-term plan that includes the use of investment vehicles to:

  • Create tax-free income in retirement
  • Manage risk
  • Protect a portion of assets from market loss
  • Minimize taxation on a client’s assets

Get Started

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

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