Business Details
23 Years
experience
Your Trusted Partner for Accounting Services in San Diego
Paragon Accountants has been dedicated to empowering businesses and high-net-worth individuals to maximize their financial legacy since 2003. Our approach combines proactive financial strategy with personalized service, ensuring clients receive year-round support tailored to their unique goals. As a team of experienced accountants and strategists, we prioritize transparency and non-judgmental financial guidance, helping clients navigate complex decisions. Our founder, Erica Martinez, brings over two decades of expertise in taxation and finance, having worked with businesses at every growth stage. We specialize in fractional CFO services and tax strategy, offering scalable solutions that align with both personal and professional aspirations.Our commitment extends beyond traditional accountingwe focus on building relationships that drive long-term financial success. With a client-centric philosophy, we ensure every decision aligns with our clients' visions for the future. Our team's diverse backgrounds in taxation, operations, and strategic planning enable us to address multifaceted financial challenges effectively. We serve clients in San Diego and surrounding areas, combining local market knowledge with national regulatory expertise. By staying ahead of evolving tax laws and industry trends, we position our clients to thrive in dynamic economic environments.
Services
Fractional CFO
Tax Strategy
Financial Planning
Legacy Building
Business Growth
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in strategic tax planning and CFO services.
- Our team includes certified professionals with EA certification and advanced degrees.
- We provide year-round financial guidance, not just annual tax preparation.
- Our founder is a practicing CPA with specialized expertise in taxation.
- We combine technical excellence with personalized, non-judgmental client support.
Services
Fractional CFO
Our fractional CFO service provides businesses with executive financial leadership without full-time costs. We deliver strategic financial planning, budget analysis, and growth optimization tailored to your specific needs. Our experts integrate with your team to ensure every financial decision aligns with your long-term objectives.
Tax Strategy
We develop comprehensive tax strategies that minimize liabilities while ensuring compliance with evolving regulations. Our approach combines proactive planning with personalized guidance to maximize your financial efficiency. Services include year-round tax optimization and strategic advisory for complex tax situations.
People
Erica Martinez
Founder & CEO
Erica Martinez founded Paragon Accountants in 2003 after earning her master's in accounting and MBA in finance. With over 20 years of experience in taxation and business strategy, she specializes in helping entrepreneurs build financial legacies while balancing personal and professional goals.
Cristina Barham
Tax & CFO Manager
Cristina Barham brings 10+ years of tax expertise to Paragon, specializing in individual and business tax solutions. Currently pursuing her Enrolled Agent certification, she combines government sector experience with private practice knowledge to resolve complex tax issues for clients.
Questions
What is a fractional CFO service?
Fractional CFO services provide part-time executive financial leadership to businesses at a fraction of full-time costs. We offer strategic financial planning, budget analysis, and growth optimization tailored to your specific needs.
How does Paragon's tax strategy differ from traditional accounting?
Our tax strategy focuses on year-round planning rather than annual compliance. We combine proactive tax optimization with personalized financial guidance to help clients maximize wealth while staying compliant with evolving regulations.
What areas does Paragon Accountants serve?
Paragon primarily serves clients in San Diego County, with team members supporting clients remotely across California and beyond through virtual consultations and digital accounting solutions.
What experience does Paragon's team have?
Our team includes certified professionals with Enrolled Agent certifications, advanced degrees in accounting and finance, and decades of combined experience in taxation, business strategy, and financial planning for diverse industries.
