Proactive tax strategies to stay ahead of the curve
Navigate an increasingly difficult financial environment with tax strategies customized for entrepreneurs and high net-worth individuals.
We help entrepreneurs maximize growth!
From analyzing the tax implications of different investment structures to identifying opportunities for cost segregation and 1031 exchanges, we'll work closely with you to ensure that you're taking full advantage of all available tax benefits.
Whether you're a small independent restaurant or a larger chain, we'll work closely with you to identify deductions and credits specific to your business.
From navigating complex payroll tax requirements to maximizing deductions for operating expenses and equipment purchases, we'll provide you with comprehensive tax planning solutions.
High Net-Worth Individuals
Our team plays a pivotal role in helping high net worth individuals grow their portfolio by identifying tax-efficient investment strategies and opportunities, allowing them to retain more of their earnings for reinvestment. Additionally, we can provide personalized guidance on wealth management and estate planning, optimizing the financial landscape to ensure portfolio growth while minimizing tax liabilities.
We offer a full suite of services to help you keep your hard earned wealth
We assist entrepreneurs by strategically analyzing their financial situation, identifying potential deductions and credits, and creating a tax-efficient strategy to minimize liabilities while staying compliant with tax laws.
Receive expert financial guidance, budgeting assistance, and data-driven insights, enabling you to make informed decisions for their businesses without the expense of hiring a full-time CFO.
We handle essential accounting services by maintaining accurate financial records, and creating comprehensive financial reports that enable informed decision-making and financial growth.
We help individuals and business owners reduce or defer taxes for any type of income.
The Proactive CPA has a network of 100+ CPA’s and Attorneys that specialize in Tax Mitigation, real estate, Cost segregation, state and federal tax credits and estate planning.
Want to explore the benefits of strategic tax planning?
Proactive tax strategies to stay ahead of the curve
With our assistance, you can focus on what you do best - running and growing your business - while we handle the complexities of your tax situation. We are dedicated to your success and committed to ensuring that you feel confident and secure in your tax situation.
What Our Clients Say
"As a developer, navigating the complex tax code can often become overwhelming and time consuming. I was with my previous CPA for 20 plus years and never once did mention any tax planning or strategy unless I asked. As well, your team's education and guidance on utilizing the Cost Segregation Study resulted in significant annual tax savings."
Jim J.
Developer
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Stay ahead of the curve with proactive tax strategies
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