Paul is available by appointment only
CLICK HERE to schedule
We are transitioning to a fully virtual practice.
Please use the Portal or Send This File to send us your information. To contact us please use email or schedule an appointment using our online scheduler.
If you need to visit the Millbury office in person for any reason, please call ahead or use our drop-box located on the wall outside the door.
TAX SEASON (February 1 – April 15)
We are available by phone, email, & Zoom:
SUMMER HOURS
We are available by phone, email, & Zoom:
OFFICE HOURS
A staff member will be available in-person:
Hours are subject to change; please call ahead
If you would like an appointment with Paul, please schedule a Phone Call or Zoom Appointment using https://pauldioncpa.as.me/
Please send us your tax documents one of the following ways:
*Note: As a virtual practice, one staff member is in the office one day a week to pick up mail & drop-offs. For faster service, please upload your information to the portal.
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 in cash at our office 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, Power of Attorney, or a subpoena!
If you receive correspondence of ANY KIND from the IRS or State revenue offices 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. FAX this letter, if possible, to 508-630-9008/401-537-9182 so we can determine next steps and call us to let us know to expect a copy of the letter. (Please Note: This service is included with the Gold Tax Maintenance Agreement but is an additional fee for those who have not signed up for the Gold Maintenance Agreement)