The right accounting firm can be critical to your success as a business.  In today’s business world, you need a fast, reliable and accurate source of information for all of your accounting and tax needs.

Proactive Accounting and Tax Services understands how to help small businesses.  By working with us, you can access your financial information whenever you need, anywhere on any device.  You also can easily give either limited or full access to your team members.

We’ve put together a practical package of services designed to meet the needs of small and medium-sized businesses at affordable prices that you can actually be happy to pay. Why?  Because our program is designed to save you the two things that you can save more of:   Time and money.   Plus all your accounting fees are completely tax deductible.

Each month you’ll receive a detailed statement of income and expense.  This information is critical to you, the business owner, as well as to us, your accountant.  It will enable you to keep track of trends in your business and plan better for the future.

We can help you achieve better control over tax accounting issues and increase your ability to focus on the more strategic tax aspects of your business and avoid costly mistakes.  In short, it will help you run your business better and help us keep your tax liability to the absolute legal minimum.

Each month and quarter, we’ll prepare the necessary State and Federal forms required to keep you in compliance with the taxing authorities.  This saves you valuable time that can be devoted to running your business more efficiently and profitably; leaving you more time to pursue the fun things in life.

And finally, we provide tax planning ideas and preparation for all tax returns as well as many other related services.  Just ask and we’ll be happy to provide you with a detailed list of services.

Avoid the frustration and hassle of trying to keep track of all your bookkeeping and income tax issues and allow our professionals to handle these areas for you.

We will help protect you, your family and your business from the cost and stress of an IRS audit.  We’ll get you focused on putting your tax planning and accounting affairs in order.

After all, we want you to remain in business as a client of ours for many, many years.

We offer multiple ways for us to receive your records.  We offer the option of mail-in or secured portal your accounting records.  We want to make our service as convenient as possible by saving you the time and trouble of getting your paperwork to us.  This ensures that all your filings are done on time avoiding costly penalty and interest charges and late filing.

We provide Quality and Professionalism.  By combining our expertise, experience and the energy of our specialized staff, each client receives close personal and professional attention.

And most importantly, we’re client oriented.  We know and understand that for us to be successful, you too must be successful and completely happy with our services.  Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.  We do not accept anything less from ourselves and this is what we deliver to you.

We look forward to servicing you now and for many years to come.  For more information or to set up a no cost or obligation meeting, simply fill out the form below.  Your financial success is our priority.  Remember…it’s not what you earn, it’s what you keep!


Contact us today for more information.