Sign up for our Monthly Payment Plan and add Gold Maintenance!
Monthly Prepayment Plan
Don’t pay a lump sum next year.
Sign up for the Monthly Plan now!

Pay your bill in 12 monthly recurring installments from May through April for the following tax year instead of paying one lump sum at tax time.*

Ask about adding on our Gold Maintenance Program (which includes Audit Representation, Tax Tracking, and additional benefits)!

Send a portal message or email info@smarttaxadvisor.com for more information and to request a Monthly Plan proposal.

*Additional fees not included in your agreement may be billed separately.

Gold Maintenance Program
Get access to your tax advisor all year long,
including audit representation, for one low price!

The Gold Maintenance Program gives you ready access to a tax professional under specific conditions.
This will enable you to experience the least amount of tax liability at the end of the tax year at a very reasonable price.

Our Gold Maintenance Program includes the following benefits:

  • Audit representation in the event you are subject to an audit. Paul Dion CPA will provide this service at no additional expense to you for the tax year
  • IRS Tax Tracking Service at no additional expense, including a Tax Analysis Report.
  • Additional phone consultations and office visits
  • Up to 1 hour of non-covered matters at no additional charge
  • Answer all IRS notices and correspondence you receive for the tax year
  • Answer all State notices and correspondence including audit letters
  • Additional copies of returns as needed
  • Discounted Tax Planning

For additional information, and to sign up for the Gold Tax Maintenance Program, please download a copy of the form, sign it, and return it to us via portal upload, fax, mail, or e-mail.

2022 Gold Maintenance Enrollment Form

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