Smart. Simple. Proactive.
Strategic tax preparation for lasting wealth.
Why Paragon Tax
Tax preparation isn’t just about filing forms. It’s about making choices that impact your bigger financial picture. At Paragon Tax, we approach your return the way a wealth advisor approaches strategy—looking ahead, identifying opportunities, and helping you keep more of what you earn.
Our licensed CPAs bring the technical expertise you expect, but what sets us apart is how we think: as advisors who see the whole picture. That means we’re here not only during tax season but as a resource throughout the year—so you’re always a step ahead.
SERVICES
BEYOND THE DEADLINE.
FOCUSED ON YOUR FUTURE.
Our focus is clear: tax guidance and preparation that goes beyond compliance. We work with individuals, families, and business owners to uncover opportunities, minimize liabilities, and build confidence in your financial future.
HOW WE SERVE YOU
Individual Tax
Preparation & Strategy
We prepare accurate returns while looking for strategies to reduce your liability and keep more of your income working for you.
Business Tax
Preparation & Strategy
From sole proprietors to small business owners, we not only file your taxes but also help you plan ahead—so your tax approach supports your growth.
Ongoing Tax
Guidance
Taxes don’t start and stop with your return. We provide year-round insights, helping you navigate changes, make smart financial decisions, and prepare with confidence.
OUR STORY
At Paragon Tax, we believe that tax planning—not just tax preparation—is one of the most powerful ways to build and preserve family wealth. The less you pay in taxes, the more you keep working for your future.
Our founder, Allen Buckley, CFP®, Managing Partner at Paragon Private Wealth Management, saw firsthand how proactive tax strategies can transform a family’s financial picture.
Motivated to change that, Allen established Paragon Tax with a clear mission: to go beyond basic filing and uncover smart, proactive strategies that minimize tax burdens and strengthen long-term wealth.