Privacy Policy

Protecting Your Privacy

Paragon Tax Advisory Services is committed to protecting the privacy and confidentiality of your personal info. We believe that you should know about the info we collect, the measures we take to safeguard it, and the situations in which we might share info with select business partners.

Safeguards to Protect Privacy and Info Security

We have implemented security standards and processes including physical, electronic, and procedural safeguards. Plus, we limit access to employees, registered representatives, investment advisor representatives, or agents who may need it to do their job. These individuals are required to respect the confidentiality of your personal info and understand their duty to safeguard it.

How We Collect Info

We collect your personal info in order to conduct business with you. The info we collect varies depending on the products or services you request. Some of the sources of this info are as follows:

Policy Relating to Former Customers

If you decide to close your account with Paragon Tax Advisory Services or your account becomes inactive, our privacy policy will continue to apply to you.

Changes to Our Privacy Policy or Questions

Our privacy policy may change from time to time; we will notify you of any material changes to our policy in writing when they occur.

Other Important Info

Other than what is described in this notice, we will not share info about you with third parties to market products to you. We do not sell or disclose your personal info to unaffiliated third-party marketing companies. Our privacy practices comply with all applicable laws.

Thank you!