WHAT WE DOProactive
Tax Planning
We are a virtual practice.
Paul is available by phone or Zoom.
Click here to schedule an appointment.
See Our Tax Prep Process for more information.
Breaking News & Announcements!
- E-filing shuts down for personal returns on 11/18/2023
- Corporate efiling is estimated to shut down mid December
- 2020 returns returns can no longer be efiled once e-filing shuts down on these dates!
- 2020 refunds expire on April 15, 2024
- 2023 Q4 Estimates are due January 17, 2024
- 2023 1099-NEC & 1099-MISC forms must be e-filed and delivered to recipients by January 31, 2024.
- Our deadline to submit 1099 information to us to prepare and file on time is January 15, 2024!
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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TESTIMONIALSOur Clients Say:
Bob Martinelli
