Services

find out how we can save you tax dollars
 TAX PLANNING
TAX PLANNING
TAX PLANNING
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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
Tax Advice
Tax Advice
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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
Tax Preparation
Tax Preparation
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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
PROFIT FIRST COACHING
PROFIT FIRST COACHING
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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?

Ever feel that no matter how hard you try to improve your profits that the government then takes too much of your hard earned money?

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.
Ten Most Expensive Tax Mistakes Real Estate Agents Make
Real Estate Agents
Real Estate Investor Tax Guide
Real Estate Investors
10 Most Expensive Tax Mistakes that cost chiropractors thousands
Chiropractors
10 Most Expensive Tax Mistakes that cost Dentists Thousands
Dentists
Tax Return Prep MA RI

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

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

Proactive Tax Planning

can save thousands of dollars a year

Save on Taxes
pay-no-taxes
save $$
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.

READ OUR LATEST BLOG POSTS

always an interesting story
BlogJanuary 16, 2020

Look What’s Hiding Here

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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BlogJanuary 8, 2020

War is Hell. Taxes, Too.

Moviegoers the past few years could be forgiven for thinking comic books had taken over Hollywood. So much of the “sophisticated adult drama” that grownups used to see in theaters has migrated to streaming video, that it seems suburban multiplexes are reserved for Batman, Superman, and their cape-wearing cronies. (Or are you more of a […]

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BlogJanuary 1, 2020

We’re From the IRS and We’re Here to Help

Holiday season is drawing to a close, and we hope your celebration was exactly what you hoped for, whether you celebrate Christmas, Hanukkah, Kwanzaa, or Toyotathon. But now it’s time to begin anew, with a new year and a new decade. That means resolutions: time to finally start that diet, give up those cancer sticks, […]

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