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.
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.
Here’s how Paul Dion Tax Advisor is different:
LOOK AT THE BATTLE OF THE CPAs:
|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.|