Cut Taxes

Ongoing Tax Advice

Plan to Pay Less

If you’re like most Americans, taxes are your single biggest expense.

Cutting your tax bill can mean big changes and opportunities in your future. What you would do with an extra $14,000 per year? That’s the average amount we’re able to save our clients through our proactive tax strategies.

Our clients make more money and pay less tax by taking advantage of government loopholes. It takes more than just learning about the hundreds of loopholes available to start paying less tax today. You also need to put these ideas into action – and that’s where we come in – a team of professionals you can trust – to give you the best advice and develop your proactive tax strategy.

Key Facts About Tax

  1. Tax laws are not fair. They’re written to favor people who make money a certain way – through businesses and investments, primarily real estate investments.
  2. The best way to pay less tax is to do what the government wants you to do. Why try to fight the IRS when it’s so easy to just follow the rules, make more money, pay less tax and still sleep at night?
  3. It’s not how much you make that determines how much tax you will pay – It’s how you make it. Earned income (i.e wages and salaries) is the highest taxed income there is.
  4. Your Proactive Tax Strategy only works if you develop a custom plan for your own circumstances. Donald Trump’s strategy won’t help the local plumber.
  5. Tax laws are constantly changing. To pay the least amount of tax legally possible, have frequent meetings with your Tax Advisor and make sure he is current on the tax law changes.
  6. Your Proactive Tax Strategy only works if you actThe faster you and your team put the dozens of ideas you’ll receive into action, the sooner you’ll put money in your pocket.

INITIAL TAX ANALYSIS: To assess your current tax situation, I will review your situation and let you know if you (or your current accountant) are making expensive mistakes, or missing out on valuable tax-saving opportunities.

DATA GATHERING: Completion of a quick survey to collect the key information required to prepare your customized plan.

RECOVERY OF LOST TAXES: Review of your prior tax returns (up to 3 years) to identify any errors or missed opportunities to recoup past overpayments.

THE PLAN ITSELF: A detailed, plain-English, custom-written report (usually 60-80 pages) outlining how the tax code works, and every tax strategy that YOU can and should implement immediately or in the near future. This report will be loaded with extremely valuable information and resources.

AN ACTION PLAN: I understand how long “to-do” lists can be daunting, so I will also provide you with a timeline of which strategies can be implemented and when, giving you a real plan of action over a 6-12 month period.

THE TOOLS: I will provide implementation guides, detailing how to fully implement your new tax plan, including every form you will need to do it. No excuses! I make this super easy for you! For more complex strategies that will require more of my time, I will provide you with very reasonable estimates for those efforts.

RETURN ON YOUR INVESTMENT: My fees are not an expense, they are an investment. As such, you should expect a generous return on that investment. I will provide you a calculation of your estimated annual savings, to show you exactly how wise a decision your tax planning fee was.

TIMELY COMMUNICATION: Personalized letters. Announcements, and alerts regarding potential upcoming tax law changes and how you should plan ahead for them.

“WATCHDOG” TAX LAW MONITORING: Deadline alerts throughout the year letting you know about important upcoming tax dates and what you need to do for them.

CONVENIENCE: You can also call or email me any time of the year, with tax questions, or for any financial decision-making advice. I will be your personal Tax-Free Tax Advisor.


Experience the Difference

Here’s how Paul Dion Tax Advisor is different:

  • We empower you to achieve your dreams.
  • We educate you in a language you understand (and save the CPA gobbledygook for all those lively CPA membership club meetings).
  • We highlight areas in which you are strong and those that need improvement.
  • We give accountability through goal setting to help achieve your dreams.
  • 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 so you can sleep at night.
  • When you work with us, you get more than just a tax return. You get a team of strategists to help you achieve your dreams!

 

LOOK AT THE BATTLE OF THE CPAs:

Service Result
The Other Guys Reactive “after the fact” planning Outdated information and outdated planning. Tax surprises with a feeling of no control.
Paul Dion TAX ADVISOR Difference Advising and PROACTIVE strategies to build your future Total confidence knowing you are paying the least amount of tax possible and are actively working to achieve your dreams!
The Other Guys Same old Solution Overpaying Tax!
Paul Dion TAX ADVISOR Difference A customized strategy created just for you! Personalized solutions of your own situation that reduce tax
The Other Guys Business as usual Tax as usual
Paul Dion TAX ADVISOR Difference Flexible Plans that incorporate new laws and adapt as your situation changes Complete certainty that you are smart in your decisions and proactive in your tax planning.
The Other Guys See you next year! Limited contact with you except at tax time.
Paul Dion TAX ADVISOR Difference Ongoing Support A team of advisors to give direction and accountability through goal setting.

 

If you would like more information about our services please Schedule An Appointment or call us at 508-853-3292 or 401-490-3193.

 

Services

Plan a Little ... Save a Lot!
TAX PLANNING

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.
Read the details in the following pages.

TAX PREPARATION

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

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