Your Proactive and Holistic Partners
Owing 6+ figures in taxes? You’ve outgrown basic tax planning.
At Taylor Proactive Team we provide a "Wider Focus" - working with a "different lens" compared to most other CPAs.
We put more emphasis on "Looking Forward" - more Proactive - more Holistic - more Comprehensive
We help to Educate our clients and Maximize their Potential to grow your business and pay the least amount of taxes legally possible, through Proactive Tax, Advisory Services & Financial Planning
By Numbers: Our Tax Planning Results
$1,579,557
Highest Year 1 Savings
$2,400,000+
Average 10-Year Savings
63%
Average ROI Across Plans
Meet Our Team
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Hear from Others Just Like You!
Combining Proactive Planning and the Virtual Family Office Experience.
We recognize that our best clients want PROACTIVE and HOLISTIC planning.
That is why at Taylor Tax we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.
- Understand & prioritize needs Address biggest problems Achieve most important goals
The Problem
Are You Overpaying in Taxes Because of a Reactive CPA?
Most high-income earners pay more in taxes than they should—not because of the IRS, but because their CPA only files taxes instead of planning them.
- Your CPA isn’t talking to you until tax season
- You don’t have a real strategy to lower your taxes
- You’re missing out on deductions and credits
- You’re paying 6-7 figures more than you need to in taxes
The Solution
Proactive Tax Planning That Puts Money Back in Your Pocket.
At Taylor Proactive Team, we don’t just prepare your taxes—we engineer your tax strategy so you keep more of what you earn, legally and ethically.
- Ongoing tax strategy and planning, not just tax prep
- Custom plans based on your income and investments
- Regular check-ins to adjust your tax strategy and plan
- Advanced strategies the ultra-wealthy already use