Proactive Tax Advisors, Inc.

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

๐Ÿ” This is usually the question people are most hesitant to ask, and the most straightforward one to answer. You'll know ...
10/22/2026

๐Ÿ” This is usually the question people are most hesitant to ask, and the most straightforward one to answer. You'll know the number in writing before you owe us anything, and that number doesn't move based on how much we end up saving you.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

10/21/2026

Congress made the 20% Qualified Business Income (QBI) deduction permanentโ€”but that doesn't mean every business automatically benefits.

Your entity structure, income level, and tax strategy all affect whether you can maximize this deduction.

At Proactive Tax Advisors, every recommendation is grounded in the Internal Revenue Code and quantified before it's made.

A permanent deduction is only as valuable as the strategy behind it.

๐Ÿ“… Request your Discovery Session to see where your business stands: https://vault.proactivetaxadvisors.com/full-planning

๐Ÿ—“๏ธ People sometimes picture tax strategy like flipping a switch in the final weeks of the year. We wish it worked that w...
10/21/2026

๐Ÿ—“๏ธ People sometimes picture tax strategy like flipping a switch in the final weeks of the year. We wish it worked that way. In reality almost everything we implement has its own timeline, its own paperwork, its own people who have to sign off, and December is already short on all three.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

โฑ๏ธ Of all five layers in the framework, timing is the one with zero flexibility. You can revisit entity structure next y...
10/20/2026

โฑ๏ธ Of all five layers in the framework, timing is the one with zero flexibility. You can revisit entity structure next year. You can't revisit this December after January 1st arrives. That's what makes Q4 different from every other quarter.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

10/19/2026

โ˜Ž๏ธ People sometimes delay booking a call because they think they need to gather documents first. You don't. The first conversation is just a conversation, figuring out whether this is even a fit before anyone asks you for a single return.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒe

10/18/2026

โœจ Deadline week has a way of taking more out of everyone than it looks like from the outside. If this week ran you down, today's allowed to just be a day off.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

10/17/2026

โฐ A 1031 exchange has a reputation for being complicated, and the strategy itself isn't the hard part. The hard part is the calendar. Both deadlines start ticking the moment the sale closes, whether or not you've found a replacement property yet, and neither one cares how busy you are that month.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

10/16/2026

๐Ÿ’ผ We hear this one a lot from business owners who assume this kind of planning is for someone bigger than them. It's actually the opposite. The strategies that move the needle most are the ones built for owners carrying a serious tax bill on a business that isn't a conglomerate, which describes a lot more people than you'd think.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

10/15/2026

โŒ› If you filed an extension back in the spring, today's the day that extension runs out. For the clients who used this year to actually plan instead of just file, today's just a formality. For everyone else, it's a reminder of how fast twelve months goes.

๐—ฆ๐˜๐—ฎ๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ

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

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