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

🌴 Sunday reminder: the goal was never just to reduce a number on a return. It was to build a business and a portfolio th...
09/06/2026

🌴 Sunday reminder: the goal was never just to reduce a number on a return. It was to build a business and a portfolio that let you actually live the life you're working for. Take today off. The plan will still be here Monday.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲.

09/05/2026

🏛️ Real estate professional status isn't a title you claim, it's a status you earn and can defend. Under Section 469(c)(7), you need more than 750 hours in real property trades or businesses, and more than half of your total personal service hours have to be in those activities. That second test trips up a lot of high earners with a demanding W-2 job on the side. If you're not tracking your hours contemporaneously right now, in a log you could hand an examiner today, that status may not hold up when it matters.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲.

09/04/2026

❌ Myth: "If I rent my own home to my business, that's a red flag for the IRS."

✅ Fact: the Augusta Rule, codified at IRC Section 280A(g), lets you rent your personal residence to your business for up to 14 days a year, and that rental income doesn't have to be reported on your personal return. It's not a loophole. It's written into the code. The key is documenting it correctly, at a fair market rate, with a real business purpose for each rental. That's where most people get it wrong, not in using the strategy itself.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲.

The highest-growth CPA practices aren't more credentialed or working longer hours. They have a framework for delivering ...
09/04/2026

The highest-growth CPA practices aren't more credentialed or working longer hours. They have a framework for delivering proactive strategy — not just compliance.

The Practitioner License gives your firm access to 130+ peer-reviewed tax strategies licensed for client use, a private practitioner community, AI Daniel for client sessions, and production support on every plan you build. Three tiers — built for every practice size.
Visit: -> https://vault.proactivetaxadvisors.com/practitioners

09/03/2026

🤔 Here's the pattern we see constantly: a profitable S-corp owner who's never had a conversation about reasonable compensation, retirement plan design, or how their entity structure interacts with their real estate holdings. Individually, none of those decisions feels urgent. Stacked together over a few years, they're the difference between a tax bill that funds a lifestyle and one that funds a retirement. Proactive planning is looking at the whole picture before the year closes, not just the return after it does.

𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲.

Meet Daniel Guarin, EA, CTC, MST.A Miami native, U.S. Marine Corps veteran, and father of two. Danny built Proactive Tax...
09/02/2026

Meet Daniel Guarin, EA, CTC, MST.

A Miami native, U.S. Marine Corps veteran, and father of two. Danny built Proactive Tax Advisors around one idea: your tax bill isn't a result of what you earn, it's a result of what nobody ever helped you engineer. Enrolled Agent. Certified Tax Planner. All of it in service of one job: making sure you keep more of what you build.

⚡Stay Proactive

📈September is when the business owners who end up with a real tax bill in April and the ones who don't, start to diverge...
09/01/2026

📈September is when the business owners who end up with a real tax bill in April and the ones who don't, start to diverge. The difference isn't income. It's whether anyone looked at your numbers before December 31st instead of after. If your last tax conversation was your CPA filing your return, that's compliance, not planning.

Planning happens now, while there's still time to act on what we find.

⚡ Stay Proactive

Your tax bill isn't a fixed number. It's the result of decisions made — or not made —before the filing year closed. Two ...
09/01/2026

Your tax bill isn't a fixed number. It's the result of decisions made — or not made —before the filing year closed. Two business owners at the same revenue level can walk away with dramatically different outcomes depending on how their strategies were structured.

The Strategy Vault gives you access to 130+ peer-reviewed tax strategies and AI Daniel — who tells you exactly which ones apply to your situation first. No guesswork. No generic advice. Just a structured path to what's actually possible.

Visit: https://vault.proactivetaxadvisors.com/unlock

📌 That is 31 days. One theme underneath all of it.Nearly everything worth doing has a lead time, and December is on the ...
08/31/2026

📌 That is 31 days. One theme underneath all of it.

Nearly everything worth doing has a lead time, and December is on the wrong side of it. The studies, the plan designs, the elections and the payroll corrections all needed a runway that most people never build in.

August is over. September 15 is not. Two weeks to correct the Q3 estimate and to start anything that needs a calendar.

If you have been meaning to have this conversation, this is the part of the year where it still changes the number.

🔷 My DMs are open. If something in this series applied to you, tell me which one and we will go from there.

Stay proactive.

📌 Do not copy your Q2 payment into the Q3 slot.That is what most people do, and it only works if the year is running exa...
08/30/2026

📌 Do not copy your Q2 payment into the Q3 slot.

That is what most people do, and it only works if the year is running exactly as projected. It never is. Revenue moved. A property closed or did not. A large deduction landed. Distributions changed.

Three weeks out from the deadline is the right time to pull actual year to date numbers, reproject the year, and size the payment to reality.

Overpaying means you loaned money at zero. Underpaying means interest. Neither is necessary when the data already exists.

🔷Three weeks out. Save this and act on it before the 15th.

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

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