Paul Dion CPA

Phone Call

30 minutes

-Initial "Get Acquainted" phone calls & questions directly related to a tax return we prepared are FREE
-Tax Advice phone calls (that are not directly related to a tax return that we prepared) are subject to a $50 fee but are FREE for Gold Tax Maintenance Plan Members.

Web (Zoom)

30 minutes

Use Zoom to chat face-to-face online from anywhere! (Requires internet connection, webcam, & speakers)
You will receive a link to connect in your confirmation email
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-Initial "Get Acquainted" web meetings & questions directly related to a return we prepared are FREE
-Tax Advice sessions (not directly related to a tax return we prepared) may be subject to a $50.00 fee but are FREE for Gold Tax Maintenance Plan members.

Millbury - Tax Appointment

30 minutes

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**DROP-OFFS at the Front Desk are FREE and do NOT require an appointment**
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Select this appointment to go over pre- or post-Tax Return Questions with Paul. Do not create an appointment if you are only dropping off paperwork.
If this is your first tax season with us, please select "NEW CLIENT" appointment.

Millbury - NEW CLIENT Appointment

1 hour

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We require a $250 retainer fee (due at the time of your meeting) for new clients. This $250 may be used toward the preparation fee of your taxes or toward the bill of other future work performed.
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If you are looking for an initial meeting to see if Paul would be a good fit for you, please select a phone or web appointment and let us know in the Reason For Appointment field and we will waive the fee for you. Specific Tax/Accounting questions are subject to the consultation fee.

Millbury - Tax Planning

1 hour

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Initial Tax Advisor Tax Plan Consultation is free, after which you may choose to purchase a tax plan.
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General Tax Advice sessions are subject to a $250.00 fee, but are FREE for Gold Tax Maintenance Plan members. To sign up for the Gold Tax Maintenance Agreement, please call or e-mail Stephanie@pauldioncpa.com -- You may pay online by going to http://pauldioncpa.com/pay-your-bill/

Millbury - Appointment, Other

1 hour

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​In-Person consultations are subject to a $100.00 fee, but are FREE for Gold Tax Maintenance Plan members. To sign up for the Gold Tax Maintenance Agreement, please call or e-mail Stephanie@pauldioncpa.com
You may pay online here or by going to http://pauldioncpa.com/pay-your-bill/

Newport - Tax Appointment

30 minutes

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**DROP-OFFS at the Front Desk (MILLBURY ONLY) are FREE and do NOT require an appointment**
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Newport - NEW CLIENT Appointment

1 hour

-
We require a $250 retainer fee (due at the time of your meeting) for new clients. This $250 may be used toward the preparation fee of your taxes or toward the bill of other future work performed.
-
If you are looking for an initial meeting to see if Paul would be a good fit for you, please select a phone or web appointment and let us know in the Reason For Appointment field and we will waive the fee for you. Specific Tax/Accounting questions are subject to the consultation fee.

Newport - Tax Planning

30 minutes

-
Initial Tax Advisor Tax Plan Consultation is free, after which you may choose to purchase a tax plan.
-
General Tax Advice sessions are subject to a $250.00 fee, but are FREE for Gold Tax Maintenance Plan members. To sign up for the Gold Tax Maintenance Agreement, please call or e-mail Stephanie@pauldioncpa.com -- You may pay online by going to http://pauldioncpa.com/pay-your-bill/

Newport - Appointment, Other

30 minutes

-
​In-Person consultations are subject to a $100.00 fee, but are FREE for Gold Tax Maintenance Plan members. To sign up for the Gold Tax Maintenance Agreement, please call or e-mail Stephanie@pauldioncpa.com
You may pay online here or by going to http://pauldioncpa.com/pay-your-bill/

Offsite Appointment

1 hour

*To schedule an offsite appointment, please call the office at 508-853-3292 & press 1 for the front desk.