Sign up for our Monthly Payment Plan and add Gold Maintenance!
Don't pay a lump sum next year.
Sign up for our money-saving Monthly Plan now:
Monthly Prepayment Plan

We spread out billing over a twelve-month period. This means your tax preparation fee (based on your past year return) will be divided by 12 and billed monthly for the upcoming year on a May through April schedule, allowing you to budget our fee in 12 equal payments, instead of paying one lump sum when you file your taxes.

For those of you who opt to pay your fee on our monthly plan, we are offering the following benefits:

  • Level preparation fees for the next two years. This means your preparation fees for the next two years will remain the same as your current fee–no increase!
  • Add on our Gold Maintenance Program at a discounted rate and save on all of our extra services.
  • Ability to budget our fee in 12 equal payments, instead of paying one lump sum upfront.
  • Automatic recurring payments by direct debit or credit card.

To Opt-In, send a portal message or email info@smarttaxadvisor.com and ask for a Monthly Plan proposal.

To Opt-In, send a portal message or email info@smarttaxadvisor.com and ask for your Monthly Plan proposal.

Get access to your tax advisor all year long,
including audit representation, for one low price!
Gold Maintenance Program

The Gold Maintenance Program allows the client ready access to a tax professional under specific conditions.
This will enable you to experience the least amount of tax liability at the end of the tax year at a very reasonable price.

Our tax maintenance agreement includes the following benefits:

  • Audit representation in the event you are subject to an audit. Paul Dion CPA will provide this service at no additional expense to you for the tax year
  • IRS Tax Tracking Service at no additional expense, including a Tax Analysis Report.
  • Additional phone consultations and office visits
  • Up to 1 hour of non-covered matters at no additional charge
  • Answer all IRS notices and correspondence you receive for the tax year
  • Answer all State notices and correspondence including audit letters
  • Additional copies of returns as needed
  • $50 discount on a Tax Plan

For additional information, and to sign up for the Gold Tax Maintenance Program, please download a copy of the form, sign it, and return it to us via portal upload, fax, mail, or e-mail.

2021 Gold Maintenance Enrollment Form

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