Insights

Integrated Planning Potential upsell opportunity by offering coordinated CPA, financial advisory, and estate planning services to clients, highlighting a holistic financial management approach that aligns tax strategies with long-term goals.

Midmarket Focus Target small to mid-market businesses in the accounting space with revenue between low millions to mid tens of millions, leveraging their active need for scalable tax advisory and compliance services.

Digital Presence Leverage their use of web analytics and marketing tools to propose data-driven marketing and client acquisition services, plus enhanced client portal or client self-service features backed by Proven SEO and analytics.

Growth Potential With 11-50 employees and $1M-$10M revenue, there is room to propose back-office automation, ERP integrations, and practice management software to improve efficiency and margins.

Competitive Benchmarks Position offerings against larger firms by emphasizing personalized service, local expertise in Ohio, and flexible service packages that scale with client growth to win mid-market clients seeking attentive counsel.

Paragon Tax Advisory Services Tech Stack

Paragon Tax Advisory Services uses 8 technology products and services including Facebook Pixel, jsDelivr, Cloudflare, and more. Explore Paragon Tax Advisory Services's tech stack below.

Facebook Pixel

Analytics

jsDelivr

Content Delivery Network

Cloudflare

Content Management System

ProSites

Healthcare Marketing

Office 365

Office Suites

Google Analytics

Web Analytics

Piwik PRO Core

Web Analytics

Facebook

Widgets

Paragon Tax Advisory Services Email Formats	Example	Percentage
First@ptasadvisors.com	John@ptasadvisors.com	100%

Paragon Tax Advisory Services Email Formats

Example

Percentage

First@ptasadvisors.com

John@ptasadvisors.com

100%

Frequently Asked Questions

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-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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.

How much revenue does Paragon Tax Advisory Services generate?

As of July 2026, Paragon Tax Advisory Services's annual revenue is estimated to be $1M - $10M.

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 July 2026, Paragon Tax Advisory Services has approximately 11 employees across 1 continents, including North America. Key team members include Enrolled Agent: P. M.. 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 Facebook PixeljsDelivrCloudflareProSitesOffice 365Google AnalyticsPiwik PRO CoreFacebook.

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.

Paragon Tax Advisory Services

Q: What technology does Paragon Tax Advisory Services use?

Paragon Tax Advisory Services's tech stack includes Google Search Console, Google Hosted Libraries, CPA Site Solutions, HubSpot Chat, HTTP/3.

Q: 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).

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.

Insights

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