Paul Dion is available by appointment only
Click here to Schedule a call with Paul
We are a fully virtual practice.
If you mail or drop off any documents at the office, please expect at least a one-week delay as our office is no longer regularly staffed.
TAX SEASON (February 1 – April 15)
OFF-SEASON:
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:
*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.
Complete all the steps below so you are prepared for your 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.)