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Our annual budget cycle stalled as our healthcare organization shifted focus to COVID-19 activities. When budget tasks resumed, time and resources were tight. I needed help and Dianne filled the void. Dianne’s strong MS Excel skills, along with her understanding of both healthcare and budgeting in a large organization made her the perfect fit. She successfully augmented the finance team transforming parts of the high level budget to an account level, monthly budget adjusting for seasonality. Dianne, thank you for your willingness to support us with this detail oriented, often tedious task. It’s always a pleasure working with you.
I can't say enough about Dianne and what she does for us here at PIERCE. I wish I could clone her and hire her to come and work directly for us. She is thorough, efficient and "gets it". Her ability to create useful reports that provide valuable information pertaining to our Operations Plan is second to none. I can't put a dollar value on her understanding of our business needs and willingness to provide whatever we ask for in a timely manner.
TRUST is the word that I use to describe your services. I TRUST that you always have my best interests in mind. You are professional yet always personal when dealing with my needs each year...that is why I have been a client for over 12 years and I will continue for many more. I appreciate your hard work.
I have really enjoyed working with Stephen and Dianne. They do far more than standard tax preparation. While doing my taxes, Stephen pointed out the timeframe we could sell an investment property and avoid capital gains taxes. This simple piece of advice saved us $20,000 in taxes. Last year while buying another investment property I needed information from my tax return, but did not have the forms with me. I called, despite being on vacation, they took the time to find the information for me. I strongly recommend Stephen and Dianne. The combination of being a CPA and CFP provides a level of service that is hard to match.
Great people to deal with. Dependable and professional!!! There for you when you need them.
Our company has been affiliated with Dianne Paolini for the past 5 years and has benefited from her dedication to providing a very high level of professionalism related to the financial operations of our organization. Her responsiveness, problem solving and creative development in handling our financial affairs has allowed us to continue to grow our business every year.
It has been great getting organized and learning from Stephen and Dianne.
We moved from a large tax firm to Stephen E. Paolini, P.C. several years ago and have been very pleased with the results. They've consulted with us in everything from tax preparation to planning and budgeting. The interaction is much more personable and the charges are very reasonable. Budgeting advice is realistic - less about what you should be doing, and more about what you can realistically be doing, to manage your finances. They take a real interest in your well being, which is refreshing in this day and age.
Stephen E. Paolini, P.C. is accurate, thorough, highly experienced and current with the latest pertinent information relating to both Federal and State policies and regulations. In practice they are always patient, respectful, and genuinely caring. Stephen and Dianne Paolini are a dream team. Since I hired them three years ago they have worked tirelessly on my behalf in the ongoing management of all of my finances, both business and personal. As a direct result of their wise guidance and ongoing financial management I have significantly decreased my taxes and increased my annual net income by over 30% over the 3 year time period. I refer others to them regularly, and I recommend them enthusiastically and without reservation. They are by far the best accounting firm in my 47 years of professional practice.
Simply stated, AMAZING TEAM!! Stephen and Dianne confidently pieced together complexities left by our retiring long time accountant and put our accounting right back on track with a feeling of confidence, professionalism and camaraderie. They work endlessly towards our success and have my highest recommendation to any one in search of the right accounting services. Watch out Bruins, Pats, Celts, and Sox there is another winning team in our area!