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  • 2020 FEDERAL FILING & PAYMENT DEADLINE for Individuals (1040 returns) has been EXTENDED to May 17, 2021
    • The following State filing & payment deadline for Individuals has also been exteneded to May 17, 2021
      • MA, CT, RI, NH, VT, ME, CA, CO, NY, NJ, NC, PA, KY, OH, SC, GA
    • MD: moved to July 15, 2021
    • All other states: filing & payment deadline for Individuals is still April 15, 2021
    • Click here for more info about the 2020 federal extended deadline
  • 2020 FILING & PAYMENT DEADLINE for S-Corporations and Partnerships is March 15, 2021
  • 2020 FILING & PAYMENT DEADLINE for C-Corporations is April 15, 2021
  • REMEMBER: There’s no extension to pay!  If you owe, you will continue to accrue interest, even if you file an extension.
  • 2021 Q1 Estimates are still due April 15, 2021 (Read the Article for more info)
  • 2021 Q2 Estimates are due June 15, 2021

Click here for COVID-19 tax updates

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 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
    Evelyn Ranone
    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.

    Evelyn Ranone

    Cumberland, RI

    Bill Bartolomei
    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!

    Bill Bartolomei

    Fiskdale MA

    Computer INC Company

    Paul has been wonderful and doing our taxes for 15 + years. Would recommend him.

    Elizabeth Rondeau

    Retail Professional + Quality Control

    TJX

    Mary Chabot
    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!

    Mary Chabot

    Instructor at Moderate Risk Deleading Training, Renovate Repair Painting

    Mary Chabot Training

    Bob Martinelli
    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!

    Bob Martinelli

    Entrepreneur

    Linda Sue Hall
    Great job, enjoy knowing my return will be done professionally.

    Linda Sue Hall

    Steve Weir
    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!

    Steve Weir

    Scott Helle
    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.

    Scott Helle

    Dentist

    Name withheld by request
    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.

    Name withheld by request

    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
    BlogApril 14, 2021

    Shakespeare the Tax Cheat: A Drama in Two Sonnets

    One April day, in 1564/ (We know the month, but sadly not the date)/The Bard the world would someday all adore/Was born to write the plays we’d see as great./ Today we think of Shakespeare’s clever quatrains./Yet he was so much more than just a scrivener./His businesses included trading grains/And storing them for buyers making […]

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    BlogApril 7, 2021

    Something to Celebrate?

    This time of year, millions of Americans celebrate Easter and Passover, the holiest days of their faith. But the calendar is loaded with plenty of “Hallmark holidays,” too, usually invented by companies looking to sell something. There’s Sweetest Day, invented by greeting card companies to sell more greeting cards. There’s Small Business Saturday, invented by […]

    Read more
    BlogMarch 31, 2021

    Penny for Your Thoughts

    In 2017, country singer Luke Bryan scored a #1 hit with “Most People Are Good.” Certainly, most people consider themselves good. Of course, “illusory superiority bias” (also known as the “better than average” effect) means most of us think we’re better than we really are at most everything. One survey showed 64% of drivers rating themselves […]

    Read more
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