Proactive Tax Advisors, Inc.

Proactive Tax Advisors, Inc. I help business owners and real estate investors legally reduce six-figure tax liabilities through proactive, strategy-driven tax planning.

+ Founder & CEO of Proactive Tax Advisors, Inc. (Est. 2019)
​+ Founder & Principal of Full Compliance, LLC (Est. 2006)
​+ Enrolled Agent
​+ Certified Tax Coach
​+ Fellow of the National Tax Practice Institute
​+ BBA (Accounting) from the University of Miami (2004)
+ MST from Florida International University (2007)
​+ Over 20 years of industry experience
​+ United States Marine Corps Veteran
​+ Based out of Coral Gables, Florida​
​+ Value-driven

🏛️ Most business owners pick an entity structure once, early on, with whatever advice was available at the time, and nev...
10/06/2026

🏛️ Most business owners pick an entity structure once, early on, with whatever advice was available at the time, and never look at it again. Years later the business looks completely different and the structure hasn't moved an inch. That gap is usually where the first real opportunity in a plan shows up.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

💡 We ask this question to almost everyone who sits down with us for the first time, and the honest answer is almost alwa...
10/05/2026

💡 We ask this question to almost everyone who sits down with us for the first time, and the honest answer is almost always "not really." That's not a knock on anyone. Nobody hands you that number until the return is already filed. A Q4 projection just moves the timeline up while it still matters.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

⏳ Q4 has a way of arriving all at once: deadlines, projections, year end decisions, all stacked into the same twelve wee...
10/04/2026

⏳ Q4 has a way of arriving all at once: deadlines, projections, year end decisions, all stacked into the same twelve weeks. Before that pace sets in, today's a good day to just sit with where the business actually stands.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

📊 Cost segregation gets talked about like a one time win: accelerate the depreciation, lower this year's bill, done. Wha...
10/03/2026

📊 Cost segregation gets talked about like a one time win: accelerate the depreciation, lower this year's bill, done. What doesn't get talked about enough is the other side of that trade. The IRS remembers what got accelerated, and it collects on that memory when the property sells. A good plan accounts for both ends, not just the first one.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

🧭 A lot of business owners come to us already working with a CPA they like and trust, and that's fine. The two roles are...
10/02/2026

🧭 A lot of business owners come to us already working with a CPA they like and trust, and that's fine. The two roles aren't in competition. One looks backward and confirms what already happened was reported correctly. The other looks forward and asks what could have been different. Most people only ever get the first conversation.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

09/30/2026

🙌 That's a wrap on September. Q3 deadlines are behind us, Q4 planning is ahead, and Danny and the team are already looking at what's possible for our clients before the year closes. If your business hasn't had a real planning conversation yet this year, October is the month to change that.

Stay Proactive

09/29/2026

📋 If your business reimburses you for expenses, an accountable plan is what keeps those reimbursements out of your taxable income. Without one, reimbursements can be treated as wages, which means they're taxed like income instead of passed through tax free.

The requirements are specific: a business connection, adequate substantiation, and returning any excess. It's a simple document to put in place and an easy one to skip, which is exactly why so many businesses are missing it.

𝗦t𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

📆 Last full week of September. If you've been meaning to schedule a planning call before Q4 hits, this is the week. The ...
09/28/2026

📆 Last full week of September. If you've been meaning to schedule a planning call before Q4 hits, this is the week. The earlier we look at your numbers, the more options we actually have to work with.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲

Address

237 South Dixie Highway, 4th Floor
Coral Gables, FL
33133

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+13056002213

Website

Alerts

Be the first to know and let us send you an email when Proactive Tax Advisors, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category