Tax & Accounting Services Overview

Every new client who joins Taylor Proactive Team first chooses from our “4 Boxes of Tax & Accounting”:

We understand that our best clients want PROACTIVE and HOLISTIC planning

At Taylor Proactive Services, any client who choose either Tax Planning or Business Advisory Services is given PRIORITY, DISCOUNTED access to our PROACTIVE PLANNING TEAM & VIRTUAL FAMILY OFFICE

Tax Planning

Business Advisory

Proactive Planning Team provides access to:

In all our proactive planning areas, you can choose the service level that best suits your needs:

  • Planning Lite
  • Planning Core
  • Planning Max

Our goal is to:

  • Understand & Prioritize Needs
  • Help Address Your Biggest Problems
  • Achieve Your Most Important Goals