If you run your own business or manage your household finances, you rely on information. Information to make money, and information to keep money. Naturally, you rely on your accountant to provide some of your most important information.

But what does your accountant actually do with that information? Most accountants are “Financial Historians”, focused on recording the past in the most favorable way possible. At tax time, they put the correct numbers in the correct boxes on the correct forms, and file them by the correct deadlines. They provide a reactive service based on information you provide after the year ends.

Unfortunately, by tax time, it’s usually too late to do anything more. You can’t rewrite history. You may scramble for more receipts and more deductions, but any opportunity to proactively change your taxes has long since passed. Instead, what if your accountant followed up with you throughout the year? We believe the only way to truly reduce your taxes, is to proactively work with a CPA throughout the year to write the best story possible.

The goal of a Proactive Tax Service is to maintain an ongoing client relationship designed to identify tax liabilities and unlock tax savings throughout the year. That means year-round contact, support, direction, and accountability that can save you thousands of dollars! Each package is custom-quoted based on the needs of our clients and is prorated into predictable monthly payments.