A proactive CPA actively seeks out opportunities for tax savings, strategic financial planning, and investment optimization, ensuring that clients can capitalize on favorable financial prospects.
Tony has 14 years of business building experience and has built two CPA practices from the ground up. His experience ranges from being an SEC auditor to overseeing the financial operations for a multi-million dollar online marketing business and finally building and managing two CPA practices since 2012.
His areas of expertise includes tax planning, tax credit research, accounting, technology automation, tax preparation, entity structuring and general business advisory solutions. Tony’s primary goal for The Proactive CPA is to provide personalized customer service, to provide tax and accounting guidance, to be informative and to cultivate trust leading to long term client relationships.
In Tony’s personal time, he loves spending time with his kids, family and friends. He enjoys writing music, playing guitar and piano, reading, exercising, traveling and trying new food spots.
“The team at Proactive CPA are the absolute best at tax planning that I have ever had the opportunity to work with. I have been with them for MANY years and do not plan on leaving until I retire and do not need their services any more. They actually pay attention to what you are doing and always offer helpful suggestions on what you need to do in order to maximize your earnings legally.”
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