Everyone understands the concept of a “tax haven” — a delightfully sunny island somewhere in the subtropics, or a cozy European duchy tucked away on a scenic Alpine lake. Perhaps the global rich who take advantage of these safe deposit boxes just want someplace nice to stay when they visit their money. Surely that’s why […]
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Services
find out how we can save you tax dollars
TAX PLANNING
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 Tax Planning section.
TAX ADVICE
Our Tax Advisor program takes the tax plan we develop and guides you through the implementation and an ongoing review for additional tax savings strategies.
TAX PREPARATION
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.
PROFIT FIRST COACHING
As a certified Profit First Professional, we will guide you in improving your bottom line so you keep more of the money your earn so you can pay yourself first!
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/realtor-speaking-engagements/.
Testimonials
read what our clients say about us
My agents and I were very impressed with Paul’s knowledge and willingness to answer all of our questions as well as expand on opportunities that my agents had when making business decisions that will impact us when filing our taxes. I am grateful that he came to speak with my agents and am looking forward to having him return to our office for more sessions.
Paul reviewed my return and told me the attorney who was preparing my return had missed a huge deduction … That first year Paul saved me over $900 and provided me with other suggestions over the years that has saved me this and more in tax dollars”
I’ve burned through several accountants over the years. I subscribe to Small Business Tax newsletters and try to stay on top. Usually, I found myself educating the CPA!!!!! That’s not right.Paul knows more than I do – he does the work accurately – listens carefully to special circumstances and issues. Today is March 15 – my taxes are being filed today!
He is very reasonably priced and I recommend him wholeheartedy!
Paul has been wonderful and doing our taxes for 15 + years. Would recommend him.
Paul is an absolutely awesome CPA. Granted, we don’t have the easiest of returns to file having several businesses, but he did the job – 61 Pages! of documentation. It was accurate – spot on perfect – the first time!
I have know Paul for a number of years and I am continually impressed at his knowledge and business sense. He is known in the business community to be an aggressive accountant that actively seeks out the best for his clients. If you are seeking an account that will get you every possible tax deduction without ever putting you in jeopardy, I would recommend Paul as a CPA in a heartbeat.
I’ve burned through several accountants over the years. I subscribe to Small Business Tax newsletters and try to stay on top. Usually, I found myself educating the CPA!!!!! That’s not right.Paul knows more than I do – he does the work accurately – listens carefully to special circumstances and issues. Today is March 15 – my taxes are being filed today!
He is very reasonably priced and I recommend him wholeheartedy!
Great job, enjoy knowing my return will be done professionally.
I’ve been a client of Paul and his staff for years. They are extremely knowledgeable, friendly and helpful. A shout out to Gail – she is the best!
I have been using Paul for the past 11 years. Paul currently handles three of my businesses and personal taxes. I’m a dentist and appreciate his expertise. Any accountant is only as good as the information you provide. At times over the years some things have been missed by me but Paul always has a solution to make things right. I highly recommend him and his staff.
My prior accountant told me it could not be done … Since then Paul’s idea will save me $3,500 per year on my future tax returns.
Proactive Tax Planning
can save thousands of dollars a year
With some advance planning you can save thousands of dollars over the years with Proactive Tax Planning. Call to set up your Free Tax Diagnosis today.
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