Schedule a Phone Call or Zoom Appointment with Paul Dion here: https://pauldioncpa.as.me/

You DO NOT need an appointment for Tax Preparation.

All returns are prepared on a first-come, first-serve basis. Once we recieve payment in full, ALL of your tax forms, organizer, and signed Engagement Agreement, your file will be moved into process.

Please send us your tax documents one of the following ways:

• Upload to the Client Portal
• Fax to 508-306-9692

*Note: Our office is no longer regularly staffed. Please add a one-week delay to any documents mailed or dropped off. If you send documents to the office, DO NOT SEND ORGINALS as they will be shredded once scanned.

1. At tax time, gather all of your tax forms, Organizer, & any other information together and upload all your tax data to your secure client portal.
   • Please don’t mix information — if you have more than one tax return, the portals are linked – click the name at the top and upload the documents to the correct file.
2. All documents are saved to your digital file (you will receive automatic confirmation once we’ve downloaded your documents), and your file is moved into process.
3. A Tax Preparer will initially prepare your return based on the information submitted. They may send you a Portal Message asking for more information. Please reply on the portal.
   
4. Once your return has been initially prepared, Paul Dion will review the return.
5. Once your return has been finalized, a copy will be uploaded to the portal along with e-file authorization signature pages and (if applicable) Estimates and payment vouchers.
   You must look over the return before signing.
   • Be sure to review your Refund/Amount Due and whether you are set up for direct deposit/debit or to send/receive a check.
   • NO CHANGES CAN BE MADE ONCE SIGNED AND FILED.
6. Once you have looked over your return and everything is correct to the best of your knowledge, please e-sign your Signature Set.
7. We will e-file your tax return once we receive your signature pages.

Complete all the steps below so you are prepared for your appointment.

• Fill out the Tax Plan Questionnaire
• Send us a copy of your Tax Return & your completed questionnaire through our Portal if you are a client.
  If you are not a client send your information through our account with SendThisFile.

• DO NOT E-MAIL your tax documents! By law, we cannot and will not open tax documents sent via e-mail. Sending sensitive information, such as documents containing your social security or bank account number via e-mail puts you at risk for Identity Theft. We have set up the client portal for your safety as a secure method to transmit documents and confidential information.
• Schedule a Tax Planning Appointment

If a check is returned to us, we will be unable to allow any fee discount on the project and any discounts previously honored will be disallowed. We must have the check for the corrected fee and bank charges paid within 5 business days from the date we are notified by the bank. There will be a Bounced Check Fee of $25 assessed.

If you need your returns explained to a third party, like a mortgage lender, you MUST provide us with the contact name, company name, and phone number of that party in advance. We cannot and will not speak to ANYONE, including the IRS, about your account unless we have your permission, a signed Power of Attorney, or a subpoena!

If you receive correspondence of ANY KIND from the IRS or State revenue offices, please get these to us as fast as possible. Do not attempt to read the details over the phone to us. We need to see the actual letter so we can determine next steps. You may Upload a scanned copy to the Client Portal, Fax to 508-306-9692, or mail or drop off a copy to 22 West Street in Millbury, MA.

DO NOT EMAIL any IRS or state notices.

(Please Note: This service is included with the Gold Maintenance Agreement but is an additional fee for those who have not added the Gold Maintenance Agreement.)