Year Around Tax Planning

Proactively approach your tax situation and implement strategies to capture opportunities.

If the only time you think about your taxes is in March and April, chances are good that year-round tax planning can make a huge difference for you. Many people forget about taxes until it’s time to file, and that is when they rush to get the job done while hoping for big returns. It’s important to take a larger view and plan ahead. At Proactive Taxes, LLC, you get access to Patrick Gross, an IRS-certified enrolled agent (EA). As an elite expert, Patrick can show you how to include taxes in a holistic view of your finances.

Make Taxes Work for You

Tax planning is about more than organizing tax-related documents all year — it’s about increasing your deductions and credits, minimizing stress, and boosting tax efficiency. Most importantly, it’s about making your financial goals into realities. Whether it’s saving for retirement, building a college fund, or saving for your first house, smart tax practices play an essential role. Anything that keeps money in your pocket makes a difference, so don’t underestimate the power of tax planning. Under the guidance of Patrick Gross, EA, you’ll find that it’s easy to make tax season a breeze.

Get Started Today

Proactive Taxes, LLC serves clients nation-wide, empowering clients to manage their tax needs from home. The first step for you is to contact us for a free consultation. Patrick will get to know you, taking the time to understand your needs and concerns. From there, it’s all about taking your finances to the next level. Patrick offers 24/7 availability and does not charge extra for phone calls or emails. Schedule your consultation today.