IMPORTANT  ANNOUNCEMENT

I have decided to sell my practice to Palmer Hammond Tax Services of Auburn MA effective 01/01/2025.

I will be retiring effective 12/31/2024 but will be making myself available to Palmer Hammond as a consultant to smooth the transition.
The majority of my staff will be working with this new firm to continue our services.

I made sure that this new firm has the skills and necessary attention to tax services that you have always enjoyed.

You should be receiving messages from us and Palmer Hammond in the upcoming weeks.
We have a link to some of these letters and the opt-in form below.

We will also be arranging a Town Hall zoom meeting to give you all an opportunity to meet Nick Hammond and ask any questions you may have:
Date: November 13, 2024
Time: 1:00 PM (ET)
Meeting ID: 964 7930 2380
Link: https://zoom.us/j/96479302380

Feel free to call my office if you have any questions and consider signing the release form so Palmer Hammond can continue to service your needs.

You can visit their site at  https://palmerhammond.com/

• Client Letter (link)
   
• Tax Release Form (link)
   
• Tax Transition FAQs (link)

Note: If you sign the release form, nearly everything stays the same for you:

• Same office in Millbury (plus an additional location in Auburn, MA)
• Ability to upload or drop-off (now an in-person option, too!)
• The same phone number (508-853-3292) will remain active
• Stephanie, along with other staff members you've come to know at Paul Dion CPA over the years, will also remain.

Key Differences:

• Nick Hammond and Matthew Palmer will be the lead professionals (Paul Dion will remain as a consultant for the first year).
• No more tax organizer! Instead, you will meet with someone on the intake team who will ask you all of those questions and get that information up-front.

For more information on the transition and new processes, please attend our Zoom meeting on Wednesday, November 13, 2024 at 1:00 PM Eastern Time.