Paragon Trust Company

As licensed professionals in the tax, financial services, and trust industries for many years, we have seen and heard just about every approach from firms and institutions relative to the intention of providing “private client services” to well-meaning people. To some, it may mean an offer from one to act as a corporate fiduciary only to later put people at risk of diminished net worth, as bureaucracy and inattention destroy their financial interests. For others, it may be a tax firm offering funds and securities for sale, thereby placing their interests directly ahead of their clients. Moreover, in the past several years, a number of “offer-mill” tax firms have sprung up luring clients with lofty promises of tax relief and freedom from past liabilities, typically asking for large up-front fees and failing to disclose the truth about the tax collection process, most often after deserting clients in their time of need.

In recent years, we have witnessed the plethora of computer-based “do it yourself” options for tax, business, and document production purposes. While helpful to some, these “cheap” options may become very expensive, as they are often prone to cause difficulty, confusion, delay, and flat-out troubles to many of the unsuspecting.

To the above, the list (and the abuses) continue to grow. We decided that there had to be an alternative. With our convenient and friendly location in downtown New Haven, CT, we are a full-service tax, financial services, trust management and services company dedicated to your needs.

Our services are now available via Zoom Meetings, Telephone Conferencing and secure data portals. In home meetings can be arranged while implementing CDC guidelines for health safety.

Through it all, our goal is tri-fold: satisfied clients and enduring relationships, and an unmatched level of professional expertise and services. Nothing less is acceptable to us, and nothing else should ever be acceptable to you as well. Serving the state of Connecticut and points beyond, we would be pleased to meet you.

CELEBRATING 25 YEARS 1994-2019

From our start in a spare room in a townhouse more than 25 years ago, and up through the present day, our vision and mission have not changed. Simply stated, we have always endeavored to be an invaluable resource to our clients by providing superior professional services at below-market rates. Allow us to share our experience with you.

“I have known Tony since 1993 and I cannot recommend him highly enough. Tony knows the Internal Revenue Code inside and out, which allows him to provide great advice to his clients. Furthermore, Tony and his staff are very personable, which is rare in the accounting field.”

“Fortress Fiduciary Co. LLC is a breath of fresh air in my experience with CPA firms. Our parents Estate matters were swiftly and professionally reconcile and a challenging trust situation was gracefully transitioned to a long-term solution.”

“Trustworthy, thoughtful, tell it like it is advice; informative, very knowledgeable about multiple facets of tax or Estate matters. Available whenever the need arises to talk or inquire about a point; and most importantly, truly interested in the well being of their clients. Really helpful and easy to work with.”

” We have had a business relationship with Fortress Fiduciary Co. since 1989. Initially , we required someone with integrity and exceptional knowledge of tax law to handle our personal tax preparation, as my wife and I worked in government, which had oversight and required financial accountability and responsibility of employees. We established a business upon leaving government service, which required more involved tax expertise and knowledge; Fortress Fiduciary Co. was essential in helping us develop and understand business finance and tax responsibilities. We have now begun retirement and have once again called upon our friends at Fortress Fiduciary Co. to assist us with advice regarding the sale of our business and tax advice for our retirement years. Friendly, accurate, current and helpful tax assistance with the utmost integrity and dependability is the standard of excellence we have received from Fortress Fiduciary for almost 30 years.”

” For the past several years, Fortress Fiduciary Company has been my financial adviser and tax preparer. In addition to tax services, Tony De Angelo advised me when I sold my house and then with the subsequent purchase of another home. He also helped to understand the implications of the recent tax overhaul and how to mitigate in the short term, the expected disadvantages surrounding health care. An off-the-shelf computer program would be unable to provide the insight and advice given by Tony or another knowledgeable member of his Fortress Fiduciary Team. It is comforting to know that Fortress Fiduciary has my financial well-being at heart.”

“Fortress Fiduciary has provided income tax preparation services to me for more than 10 years. I was referred to Tony by a local attorney to assist me in resolving a complicated tax matter and he did so in a forthright and highly effective manner. Tony, and indeed everyone on the Fortress Staff, has provided exemplary service; timely, sound advice with clear explanations of the “whys” and “hows”, encyclopedic knowledge and thus quite good value from my perspective. I would not hesitate to recommend him.”

“Tony worked with my parents in their later years to assist their CPA. When they passed away, within about 18 months of each other, Tony stepped in to help my brother and I make estate decisions and act as Trustee for my sister. He has always been extraordinarily helpful and professional in our relationship, but what set Tony apart from other people we interviewed was his compassion and sensitivity. Plainly, he was a wonderful human being when we needed good advice and responsive attention to detail. We have counted on him for many years now and consider him an extension of our family and a dependable friend.”

” Our story, My Mother and Father lived in Connecticut for 32 years and from their church association they met Tony when he was assisting a fellow member of my parent’s congregation. My parents returned as Canadians, to live in Canada in 2016 and thus began my relationship with Tony and Fortress Fiduciary. Mt father was very active in the management of his financial affairs, but the return to Canada raised some specific issues to be addressed and Tony has been second to none. I would often act as liaison between my father and Tony.

Fast forward to 2017 and the death of my beloved Father, Tony was ever present via e-mail and telephone, and was a tremendous support to me as Executrix of Dad’s estate and I go so far as to advise that Tony went above and beyond in assisting me with some unique and rather complex estate issues. Tony remains involved in my Mother’s affairs. Further, Tony got to know my Father during the course of their relationship and Tony only had kind thoughts of my Father upon his death. This was also very nice to hear at a difficult time.”

Our Mission

Informational Statement of Charitable Organizations involved in Political Activity

Executive Summary of CARES ACT

Ten Minutes with Tony

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Informational Statement of Charitable Organizations involved in Political Activity

Executive Summary of CARES ACT

Ten Minutes with Tony