OUR SERVICES
Individual Tax Advisory
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Customized tax strategies to minimize liabilities
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Year-round tax planning for future savings
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Retirement tax planning (IRA contributions, Roth conversions, solo 401(k) plans)
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Capital gains and losses management
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Estate tax planning to minimize tax burden on heirs
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Calculation of quarterly estimated payments for self-employed individuals
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Tax Deduction and Credit Optimization
Small Business Tax Advisory Services
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Structuring your business for tax efficiency (LLC, S-Corp, C-Corp)
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Tax planning for business growth and expansion
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Depreciation and Capital Expenditure Planning
Your Partner in
Financial Clarity and Growth
At Proactive CPA Tax and Advisory Services, our culture is built upon a foundation of core values that guide our actions and interactions. Our dedication to providing exceptional service and personalized solutions is reflected in our strong commitment to our clients. This commitment means:
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We Listen – We take the time to understand your unique goals, challenges, and needs, ensuring that we provide the most relevant and effective support.
We Inform – Through continuous, clear, and timely communication, we keep you updated on your financial position and the strategies available, simplifying the complex and empowering you to make informed decisions throughout the year.
We Advise – Leveraging our expertise we offer proactive, strategic advice to help you make confident decisions that lead to long-term financial success, minimize risks and maximize opportunities.
Our Core Values
Caring
We genuinely care about our clients and each other, passionately striving to give our best in every interaction. We are driven by our belief that fostering a supportive and compassionate environment creates meaningful, long-lasting relationships. We deeply respect the hard work of our clients, recognizing that their dedication deserves our utmost effort, appreciation, and mutual support.
Accuracy
We prioritize accuracy in everything we do, recognizing that our clients’ trust relies on our attention to detail. We take the time and effort necessary to ensure our work is correct and complete, understanding that our role is to provide confidence and peace of mind to those we serve.
Enthusiasm
Enthusiasm fuels our commitment to excellence. We are excited about helping our clients navigate the complexities of tax strategies and proactive planning, making technical concepts relatable and accessible.
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​Our dedication to fostering an enthusiastic community creates an environment where everyone feels comfortable learning, engaging in conversation, and strategizing.
Integrity
We hold ourselves to the highest ethical standards, ensuring honesty and transparency in all our interactions. We are upfront about what we can deliver, maintaining trust and integrity in our relationships with clients and colleagues alike.
Determination
We are willing to do whatever it takes—ethically—to complete our tasks on time and to the highest standard. We take pride in our work and embrace continuous learning, ensuring we acquire the knowledge necessary to tackle any obstacles efficiently and effectively.
Security
We are committed to providing our team with the tools and resources necessary for success. We provide our clients with clear guidance, enabling them to understand what to expect and plan for the future with confidence. By ensuring both our team and clients feel secure and well-informed, we create a supportive environment where everyone can thrive.
Discover Our Approach
Contact Us
Reach out to schedule a consultation and start your journey towards financial success.
Consultation
Discuss your financial needs and goals with our experts for personalized advice.
Implementation
Our team gets to work, providing the services and solutions you need.
Customized Plan
We create a tailored plan to address your specific requirements and objectives.
Ongoing Support
We offer continuous support to ensure your long-term financial success.