YEARS OF EXPERINCE!
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We have over 25 years of experience helping small businesses and entrepreneurs, and are knowledgeable about the latest tax laws and regulations.
(617) 777-6377
Our team at Paragon Tax & Accounting Services plays a crucial role in ensuring the financial well-being of our clients. With our expertise and attention to detail, we help you navigate complex tax laws and regulations, helping clients optimize their financial strategies and maximize savings. Our dedication and professionalism create a strong foundation for our clients’ success and reinforce our reputation as a trusted partner in your financial journey.
Owner
Lee is the owner and founder of Paragon Tax & Accounting and has more than 25 years of experience in the accounting and tax fields in both the private and nonprofit sectors. She received her education from Stonehill College with her Bachelor of Science and Anna Maria College with her MBA. She is also a veteran who served in both the Navy and Army Reserves. Lee also became an Enrolled Agent in 2021 which allows her the privilege of representing taxpayers before the Internal Revenue Service.
Accountant
Heather is an accounting professional with nearly two decades of experience working in both public and nonprofit accounting. She earned a Bachelor of Science in business administration with a concentration in accounting, graduating with honors from San Francisco State University. As an accountant, Heather understands the importance of maintaining accurate financial records and providing timely and reliable information. She is proficient in QuickBooks, and has extensive experience in reconciling bank accounts, preparing financial statements, and managing accounts payable and accounts receivable. She is also knowledgeable in payroll processing and tax preparation. In addition to her technical skills, she is a detail-oriented professional with excellent communication skills. Heather takes pride in her work and strives to provide the highest level of service to her clients.
(617) 777-6377