Paragon Tax Advisory Services
AccountingOhio, United States11-50 Employees
When was the last time your CPA, Financial Advisor, and Estate Planner sat down to discuss your plan, together?
Insights
Niche Market Focus Paragon Tax Advisory Services specializes in integrated financial planning, suggesting a potential opportunity to offer advanced financial technology solutions or compliance services tailored to boutique accounting firms.
Growth Potential With an estimated revenue between 1 million and 10 million dollars and a relatively small team, the company may be seeking scalable solutions to expand service offerings or optimize operations efficiently.
Technology Adoption Utilizing analytics tools like HubSpot, Google Analytics, and Facebook indicates a focus on digital marketing and client engagement, providing avenues for targeted marketing automation and customer relationship management solutions.
Competitive Landscape Positioned among larger firms such as Moss Adams and KPMG, Paragon may be interested in innovative services that help differentiate its brand or improve client retention within a crowded market.
Potential Partnerships The emphasis on holistic planning discussions suggests an openness to collaborative opportunities with financial technology providers, estate planners, or wealth management firms to enhance integrated service offerings.
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Paragon Tax Advisory Services Tech Stack
Paragon Tax Advisory Services uses 8 technology products and services including HubSpot Analytics, BootstrapCDN, Google Hosted Libraries, and more. Explore Paragon Tax Advisory Services's tech stack below.
- HubSpot AnalyticsAnalytics
- BootstrapCDNContent Delivery Network
- Google Hosted LibrariesContent Delivery Network
- Font AwesomeFont Scripts
- HubSpotMarketing Automation
- Piwik PRO CoreWeb Analytics
- Google AnalyticsWeb Analytics
- FacebookWidgets
Media & News
Paragon Tax Advisory Services's Email Address Formats
Paragon Tax Advisory Services uses at least 2 format(s):
| Paragon Tax Advisory Services Email Formats | Percentage |
| First@ptasadvisors.com | 100% |
Frequently Asked Questions
Where is Paragon Tax Advisory Services's headquarters located?
Paragon Tax Advisory Services's main headquarters is located at 1324 Pearl Road Suite 4 Brunswick, Ohio 44212 United States. The company has employees across 1 continents, including North America. What is Paragon Tax Advisory Services's phone number?
You can contact Paragon Tax Advisory Services's main corporate office by phone at +1-501-232-****
What is Paragon Tax Advisory Services's official website and social media links?
Paragon Tax Advisory Services's official website is paragontaxadvisoryservices.com and has social profiles on LinkedIn.What is Paragon Tax Advisory Services's NAICS code?
Paragon Tax Advisory Services's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.How many employees does Paragon Tax Advisory Services have currently?
As of February 2026, Paragon Tax Advisory Services has approximately 11 employees across 1 continents, including North America. Key team members include President: R. K.Owner: M. R.. Explore Paragon Tax Advisory Services's employee directory with LeadIQ.What industry does Paragon Tax Advisory Services belong to?
Paragon Tax Advisory Services operates in the Accounting industry. What technology does Paragon Tax Advisory Services use?
Paragon Tax Advisory Services's tech stack includes HubSpot AnalyticsBootstrapCDNGoogle Hosted LibrariesFont AwesomeHubSpotPiwik PRO CoreGoogle AnalyticsFacebook. What is Paragon Tax Advisory Services's email format?
Paragon Tax Advisory Services's email format typically follows the pattern of First@ptasadvisors.com. Find more Paragon Tax Advisory Services email formats with LeadIQ. When was Paragon Tax Advisory Services founded?
Paragon Tax Advisory Services was founded in 2009.
Company Overview
- Headquarters
- 1324 Pearl Road Suite 4 Brunswick, Ohio 44212 United States
- Phone number
- +1-501-232-****
- NAICS Code
- 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
- Founded
- 2009
- Employees
- 11-50
Funding & Financials
- $1M$10M
Paragon Tax Advisory Services's revenue is estimated to be in the range of $1M$10M
Funding & Financials
- $1M$10M
Paragon Tax Advisory Services's revenue is estimated to be in the range of $1M$10M
Company Leadership
R. K.President
M. R.Owner
Employee Directory
1-888-653-2347 
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