Pay online by credit card:
Save even more by joining the monthly plan to prepay for next year
Sign up for the Monthly Plan to & freeze your tax preparation fee for 2 years!
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 coming year on a May thru April schedule allowing us to even out our annual cash flow and meet the increasing demands year-round from the new work requirements.
For those of you who opt to pay your fee on our monthly plan, We are offering these 3 savings:
- Level preparation fees for the next two years. This means your preparation fees for 2015 and 2016 will remain the same as your 2014 fees, no increase.
- Opt-In for our Gold Maintenance Plan (see below) and save on all our extra services.
- You are able to budget our fee in 12 equal payments
To Opt-In, fill in the online form or email us to get your sign-up sheet.
Gold Maintenance Plan
The Gold Maintenance Plan 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 program includes the following benefits:
- Audit protection in the even you are subject to an audit. Paul Dion CPA will provide this service at no additional expense to you for the tax year
- Phone consultations, e-mails, & additional office visits during the tax year
- 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 letter
- Additional copies of returns as needed
- $50 discount on our fall tax planning appointments
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.