Get the research, support, and back-office personnel to serve as your “single-source provider” for tax and financial services.
Enjoy access to our platform which unites qualified licensed professionals as a team. We’re here to help you achieve financial success and peace of mind through professional support. Plus, you’ll discover how effective marketing in an ethical and compliant manner is possible.
We help advisors, CPAs, and attorneys work as a team on the client’s behalf to deliver compliant and customized financial plans that grow their business. What makes us different is our dedication to helping you formulate and present plans from a tax-smart perspective.
Our Department of Labor-friendly business model helps you get and stay in front of qualified clients and prospects. Plus, through our national network of CPAs, EAs, and tax attorneys, you can offer tax preparation and tax planning services to your clients year-round.
You’ve come to the right place. We have:
See how the Paragon Way can help you grow your business and build client trust.
Founder and CEO
George Elias, CPA
Retirement Architecture Program Manager
Sara Estrin Arndt
Consultant from Vine Family Office Tax Planning