WHAT WE DOProactive
Tax Planning

It's not what you make ... It's what you keep
Paul Dion CPA
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!

    • March 15, 2024: Filing Deadline for S-Corps & Partnerships
      Personal tax documents must be in our office by 3/15 to avoid extension
    • April 15, 2024: Filing Deadline for Personal & Corporations
  • All tax documents must be submitted one month prior to the filing deadline to avoid extension.
  • See Client Resources for Extension Forms
tax planning review session

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.

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.

tax advice

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?
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.
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/.

    Get Started With a Free Introductory Phone Call

    Engage Users Wherever They Go

      Leverage agile frameworks to provide a robust strategy.

      TESTIMONIALSOur Clients Say:

      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
      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
      Computer INC Company, Fiskdale MA
      Paul has been wonderful and doing our taxes for 15 + years. Would recommend him.
      Elizabeth Rondeau
      TJX, Retail Professional + Quality Control
      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
      Mary Chabot Training, Instructor at Moderate Risk Deleading Training, Renovate Repair Painting
      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.
      Bob Martinelli
      Bob Martinelli
      Great job, enjoy knowing my return will be done professionally.
      Linda Sue Hall
      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
      Steve Weir
      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
      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
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