Tax Preparation and Accounting
Paragon Tax & Accounting specializes in providing accounting, tax, and finance support to individuals, businesses, government and municipal agencies, and trustees. Through the use of practical application of their skills in several multidisciplinary fields, the Paragon Team helps its clients to find efficiencies, maintain compliance, improve productivity or bolster profitability.
Qualified
The Paragon team consists of accounting, finance, and tax professionals with demonstrated experience in achieving excellent results in areas of Finance and Investment Management, Tax Law and Preparation, Compliance, and Accounting and Risk Management.
Experienced
Paragon’s current staff has decades of combined experience working in the fields financial and accounting services. Over the past few years, the Paragon team has augmented its staff from two individuals to currently twelve accounting and finance professionals.
Professional
Paragon Team members hold a variety of degrees and certifications in numerous disciplines such as management and computer information systems, computer science, database management and modeling, finance, accounting, and economics. Members of the Paragon staff have earned MBA from leading universities and hold active CPA licenses and CFA, CFP, and FRM certifications.
What we Do
Individual & Corporates Accounting Services
Principal Shareholder, Matthew J. Huberty CFA CPA
Individual & Corporate Taxes
The Internal Revenue Code, which began as a simple document affecting a few, has evolved into a complex set of laws impacting everyone. Simplifying it seems unlikely. At Paragon, we’re dedicated to navigating you through this intricate legal and regulatory landscape.
Our expertise extends to handling intricate tax issues for individuals, married couples, businesses, public entities, estates, and non-profits. With a deep understanding of tax theory, we leverage this knowledge to achieve optimal outcomes for our clients, advocating on their behalf.
Our tax professionals cater to a diverse range of clients, from those with straightforward tax returns to those involved in multi-state, complex investments, and foreign activities. We assist businesses of various structures, tackling challenges like consolidations, international transactions, and transitions in their lifecycle. The more we understand about you and your activities, the better we can manage your current tax needs and future planning.
Business Financial Planning
It takes just one mistake to spoil a lifetime of business or personal finance planning. Unlike most CPAs, Paragon Tax and Accounting’s professional licenses enables them to also take a holistic look at your financial health and goals. They comply with the strict ethical standards of a CPA and leverage the latest planning knowledge to your advantage. With CPAs and financial planners by your side, Paragon’s professionals help to mitigate tax mistakes that may derail future plans.
Audit Defense & Services
Paragon Tax and Accounting specializes in representing both individuals and businesses facing tax issues not just with the Internal Revenue Service (IRS), but also with state and local tax authorities like such as the California Franchise Tax Board (FTB), Employment Development Department (EDD), and Board of Equalization (BOE).
If you owe back taxes or have been contacted by the IRS or any state tax agency, we’re here to assist. Are you dealing with any administrative or legal actions initiated by the IRS or other tax agencies against you or your business? Are you worried about potential loss of wages, bank accounts, business, or assets due to tax issues? Whether it’s a problem with the IRS or a state tax agency, we’re ready to help. Contact us for support.
Our services include guiding you through tax audits, preparing appeal requests, handling audit-related communications, and defending your tax returns at all levels of appeal to minimize financial impact. We aim to keep you informed and prepared, identifying opportunities to address any overpaid taxes. Reach out to us for any tax-related questions or assistance.
About Us
About Paragon Tax and Accounting, Inc.
In 2022 and 2023, Paragon Tax & Accounting recently engaged municipal agencies to provide accounting and finance support. In 2022, Paragon also completed the acquisition of two established tax & accounting practices—serving hundreds of household and business clients across Northern California.
In its technology and consultancy division: Paragon provides accounting review, reconciliation, and assurance support. Paragon also provides database management, visualization and reporting expertise, and assistance in accounting and technology integration across multiple platforms and channels.
In its tax division: Paragon specializes in preparing and advising clients with filing or planning personal (1040), trust & estate (1041), corporate (1120&1120S), partnership (1065), and non-profit entity (990) tax returns and filings.
