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?
Established Market Presence Paragon Tax Advisory Services operates in the accounting industry with a substantial revenue range of 10 to 25 million dollars, indicating a strong market presence that can be leveraged for upselling additional financial services and technology solutions.
Technology Adoption The company utilizes a range of digital tools including HubSpot, Google Analytics, and social media platforms, suggesting they value data-driven decision-making and are potential early adopters of innovative financial management and analytics technologies.
Potential for Growth With a relatively small team of up to 50 employees, Paragon may be seeking scalable solutions to support expansion, such as enhanced automation, client management systems, or integrated financial planning tools.
Competitive Landscape Paragon operates alongside well-established firms like Moss Adams and Baker Tilly, indicating a competitive market environment where targeted value propositions and niche services could help differentiate their offerings.
Client Engagement Focus The firm's emphasis on integrated planning and client collaboration highlights an opportunity to introduce sophisticated client engagement and communication platforms that enhance personalized service delivery.
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.
| Paragon Tax Advisory Services Email Formats | Percentage |
| First@ptasadvisors.com | 100% |
AccountingOhio, United States11-50 Employees
When was the last time your CPA, Financial Advisor, and Estate Planner sat down to discuss your plan, together?
Paragon Tax Advisory Services's revenue is estimated to be in the range of $10M$25M
Paragon Tax Advisory Services's revenue is estimated to be in the range of $10M$25M