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Tax Planning 

A CPA from Paragon Tax will prepare your Tax-Smart 2nd Opinion. This serves as blueprints for your complete Tax Plan. This Tax-Smart analysis will show you strategies to save you money in taxes. We will address concerns such as taxation on your Social Security,  on your investments, and on Required Minimum Distributions as they get withdrawn from IRA and TSP accounts at age 70.

How does a Tax-Smart 2nd Opinion bring me value?

  • By showing you how to reduce your taxes.
  • Cash-Flow analysis of your retirement plan.
  • By showing you a cash-flow analysis of your retirement plan.
  • By showing you how to create Tax-Free income.
  • By illustrating how your investment decisions impact your tax return.

Planning from a Tax-Smart Perspective.