Angel Way, COO discusses her journey to find tax solutions for her clients at Paragon.
Is your financial team talking to each other, or are you the one caught in the middle?
Most clients suffer because their tax professional, financial advisor, and estate planner operate in silos. At Paragon Tax Advisory Services, we’ve thrown out the traditional “revenue share” mindset to create a seamless, integrated experience.
In this video, we go behind the scenes of the Paragon Model—a unique ecosystem where tax offices, advisory practices, and planning teams collaborate as a single “Network Communication Hub” to put the client first.
The Paragon Difference: A Network Hub
- Integrated Expertise: We partner CPAs and planners together. No more “who gets paid” arguments—just a focus on building and implementing the ultimate plan for the client.
- The Paragon Secured Tax Cloud: Transmit data, communicate, and store files in a secure environment that meets all IRS and Dodd-Frank Wall Street Reform guidelines. Your data is protected and your professionals are always “in the know.”
- Millennial Innovation, Decades of Experience: Led by a 28-year-old principal with 10 years in the business, Paragon brings modern technology and a forward-thinking mindset to 37 states.
What We Solve:
- Tax Efficiency: Our tax planning teams drive the success of our advisory practice by ensuring every investment is optimized for tax savings.
- Security & Compliance: We provide a file storage system that ensures 100% compliance with federal reform guidelines.
- Radical Transparency: Based in Cleveland, Ohio, we are an “open book” firm. We invite you to see our tax practice, tax planning firm, and advisory firm in action.
