Paragon Tax Advisory Services Employee Directory

AccountingOhio, United States11-50 Employees

Paragon Tax Advisory Services operates in the accounting sector, offering coordinated financial planning support that brings together a CPA, a financial advisor, and an estate planner to review a client’s plan. Based in Brunswick, Ohio, the firm appears to serve individuals seeking integrated advisory services that address tax considerations, financial planning, and estate planning in a unified discussion. With a regional footprint and a modestly sized professional team, the company positions itself as a local provider focused on delivering coordinated guidance rather than isolated, single-discipline advice. The firm’s core value lies in facilitating a collaborative approach to planning, helping clients navigate complex decisions that span tax, investments, and estate considerations. A recent development note is not available in the provided information beyond the existence of a combined advisory concept, and no financial metrics are disclosed. Remaining neutral and factual, Paragon Tax Advisory Services emphasizes its aim to coordinate multiple advisory streams for clients in the Brunswick area and surrounding region.

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