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 - Office Appointment

30 minutes

In-Person Meeting with Paul Dion
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DROP-OFFS at the Front Desk are FREE and do NOT require an appointment
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If this is your first tax season with us, please select "NEW CLIENT" appointment for extra time.

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/

NEWPORT - Office Appointment

30 minutes

in-person meeting with Paul in Newport, Rhode Island
Note: this is not a staffed office.
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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/

Offsite Appointment

1 hour

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