Do You Pay Too Much Tax?
Plan a Little ... Save a Lot!
When was the last time your tax preparer came to you
Do You Want More Than Just An Accountant?
If your accountant is not discussing tax planning with you, you are leaving tons of money on the table. Money the IRS is taking from you and you don’t even know it!
If you run your own business, you know how important it is to find the right business financial partner. You know how important an accountant can be. But not all accountants are created equal!
Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms. But then they call it a day.
An Elite Group
“Most accountants do a fine job of filing tax returns – getting the right numbers in the right boxes on the right forms. But then they call it a day. The real secret to managing taxes is planning. Paul Dion is a member of an elite group of fewer than 50 accountants nationwide that are dedicated to tax planning to save clients money. And he’s the one the rest of his peers look up to”.
Edward A Lyon ,JD
TaxCoach Software, LLC
HOW CAN I PAY LESS TAX?
Most businesses, real estate agents and investors pay too much tax. They either don’t have an advisor or they have an advisor that only wants to see them once a year at tax time. We cringe when a potential client comes to us and we see money wasted in taxes because they had poor advanced planning.
While it’s true that returns can be amended and we have saved clients thousands by doing amended returns, many strategies cannot be implemented for prior years; only the future years. Those savings are lost forever.
We give you the plan you need to minimize your tax. Without “red flags,” “grey areas” or “aggressive” strategies. We partner with business owners and real estate agents throughout Central Massachusetts and Rhode Island and surrounding areas.
We have the experience — and more important, the proactive attitude — to give you more than just a history lesson.
It doesn’t matter how good your accountant is with a stack of receipts on April 15.
To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line.
- Have you organized your business correctly?
- Should you hire your children?
- Do you have the right benefit plans for yourself and your employees?
- Do you have the right retirement plan to prepare for your future?
- Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the Tax Code offers?
The wrong answers to these questions can be costly!
My name is Paul Dion, and at Paul Dion CPA, we’re different. We don’t just record history. We help you write it, with a proactive attitude and complete menu of tax and accounting services.
Call me at 508-853-3292 to schedule your free Tax Analysis. I’ll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive planning can rescue those wasted dollars.
I tell you what to do, how to do it, and when to do it.
And I use only court tested and IRS approved
tax cutting Strategies.
I guarantee you’ll leave with new information or I’ll donate $50 in your name to your favorite charity. So call or fill out the form below today.
Plan a Little ... Save a Lot!
Unlike others who only “project” the tax you will owe (and call it a day)
We take time to Proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the following pages.
Our firm works hard to provide exceptional results for clients in all areas of financial coaching. We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.