Insights

Integrated Planning Small to mid-sized accounting firm offering coordinated CPA, financial advising, and estate planning presents an upsell opportunity for bundled financial services and ongoing advisory retainers.

Tech Sophistication Adoption of multiple analytics and cloud platforms (HubSpot, Matomo, Piwik PRO, AWS, Microsoft 365, Cloudflare) indicates a data-driven sales approach; leverage CRM and analytics to improve lead scoring, client profiling, and cross-sell strategies.

Growth Potential Revenue in the 1–10 million range with an employee base of 11–50 positions the firm as a prime target for scalable add-ons such as compliance services, tax optimization audits, and estate planning expansion.

Competitive Benchmarking operating in the same professional services space as large firms suggests emphasis on personalized service; position offerings to compete on customized planning, faster response, and integrated client experience for high-net-worth individuals and small businesses.

Expansion Readiness Active digital presence and modern tech stack imply readiness for partner-led growth, channel partnerships, and referrals; target alliances with wealth managers, CPAs, and legal professionals to expand client acquisition.

Paragon Tax Advisory Services Tech Stack

Paragon Tax Advisory Services uses 8 technology products and services including Facebook Pixel, HubSpot Analytics, Linkedin Insight Tag, and more. Explore Paragon Tax Advisory Services's tech stack below.

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 Pixel, HubSpot Analytics, Linkedin Insight Tag, Matomo, Amazon Web Services, Microsoft 365, Cloudflare Bot Management and Piwik PRO Core.

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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