SPECIAL ANNOUNCEMENTScroll down for more info on the transition.
Link: https://zoom.us/j/96479302380
Important Announcement:
I have decided to sell my practice to Palmer Hammond Tax Services of Auburn MA effective 01/01/2025
I will be retiring effective 12/31/2024 but will be making myself available to Palmer Hammond as a consultant to smooth the transition. The majority of my staff will be working with this new firm to continue our services.
I made sure that this new firm has the skills and necessary attention to tax services that you have always enjoyed.
You should be receiving messages from us and Palmer Hammond in the upcoming weeks. We have a link to some of these letters and the opt-in form below.
We will also be arranging a Town Hall zoom meeting to give you all an opportunity to meet Nick Hammond and ask any questions you may have:
Date: November 13, 2024
Time: 1:00 PM (ET)
Meeting ID: 964 7930 2380
Link: https://zoom.us/j/96479302380
Feel free to call my office if you have any questions and consider signing the release form so Palmer Hammond can continue to service your needs.
You can visit their site at https://palmerhammond.com/
Note: If you sign the release form, nearly everything stays the same for you:
- Same office in Millbury (plus an additional location in Auburn, MA)
- Ability to upload or drop-off (now an in-person option, too!)
- The same phone number (508-853-3292) will remain active
- Stephanie, along with other staff members you’ve come to know at Paul Dion CPA over the years, will also remain.
Key Differences:
- Nick Hammond and Matthew Palmer will be the lead professionals (Paul Dion will remain as a consultant for the first year).
- No more tax organizer! Instead, you will meet with someone on the intake team who will ask you all of those questions and get that information up-front.
For more information on the transition and new processes, please attend our Zoom meeting on Wednesday, November 13, 2024 at 1:00 PM Eastern Time.
Thank you for allowing me to service your tax needs for all these years.
OUR SERVICES
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.
Our firm works hard to provide exceptional results for clients in all areas of financial advising. We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.
We design and help you implement innovative, customized tax strategies that let you pay the least amount of tax legally allowed and minimize your risk of an audit.
Are you ready to finally lower your tax bill?
Are these some of your challenges?
- You are a business owner who believes you pay too much in taxes.
- You feel that there should be a better result.
- You feel like the big companies get all the breaks and little or nothing is left for your business.
Here’s how we can help:
We will work together to create a proactive tax plan that will help you stop spending unnecessary tax dollars each year.
How? We take advantage of the loopholes and tax strategies hidden in the tax law just for business owners like you starting with our no obligation free tax diagnosis.
Need more information before you act? Check out our 5 step program or sign up for the Free Tax Analysis in the box above.
Want to save on your tax bill? Order the book that’s right for your profession to learn how.
Get your FREE Tax Analysis
Business owners and Real Estate Investors, simply deliver your returns using the “Send Us Your Information” link at the top of this page, filed by ANY other preparer (including yourself) and we will find the missed opportunities that could be costing you thousands of dollars.
Tax Relief for Real Estate Agents
Learn Tax Saving Tips with Paul’s Signature Talk “Tax Relief”. Contact Smart Tax Advisors to have Paul Dion, CPA CTC to speak at your next real estate event or association meeting!
Agents will leave with tax tips that could save them thousands of dollars, along with a free copy of Paul’s book, “The Ten Most Expensive Tax Mistakes That Cost Real Estate Agents Thousands”. Contact Smart Tax Advisors at (508) 853-3292 today to book Paul for your event, or visit our website today at SmartTaxAdvisor.com/speaking-engagements/.
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