Paul Dion CPA, CTC is a New England Regional CPA Firm specializing in Tax Planning

We are a southern New England based Tax Advisory Service focusing on helping business owners minimize their taxes with Proactive tax planning that are court tested and IRS approved, while also reducing your audit risk.free

Do You Pay Too Much Tax?

When was the last time your tax preparer
came to you and said
“here’s an idea I think will save you money”?

If the answer is never, we need to meet!

Do You Want More Than Just An Accountant?

If your accountant is not discussing tax planning with you, you are leaving tons of money on the table.  Money the IRS is taking from you and you don’t even know it!

If you run your own business, you know how important it is to find the right business financial partner. You know how important an accountant can be. But not all accountants are created equal!

Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms. But then they call it a day.

Most businesses, real estate agents and investors pay too much tax. They either don’t have an advisor or they have an advisor that only wants to see them once a year at tax time. We cringe when a potential client comes to us and we see money wasted in taxes because they had poor advanced planning.

We give you the plan you need to minimize your tax. Without “red flags,” “grey areas” or “aggressive” strategies. We partner with business owners and real estate agents throughout Central Massachusetts and Rhode Island and surrounding areas.

We have the experience — and more important, the proactive attitude — to give you more than just a history lesson.