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GeorgiaRogers@ProActiveTaxSolutions.com

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GeorgiaRogers@ProActiveTaxSolutions.com

415-924-6240

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Services

At ProActive Tax Solutions, in addition to tax preparation, we offer year-round tax consulting to review how different life events and business choices will impact your business and your tax bill.

Tax Preparation

Whether you are an individual, business or real estate investor, we can file your tax returns accurately and efficiently. Our skilled staff will arrange an appointment or, if it is more convenient, we can meet by phone to discuss our tax preparation services. We stay current with the tax laws to make sure you don’t leave money on the table. Our methods are real world tested, and proven to prevail under audit.

Ask about our simple and affordable pricing. Not quite ready? We also file tax return extensions and prepare estimated tax deposits.

Tax Audit Representation

If you have received a tax audit notice, you do not have to deal directly with the IRS. Representation with our experienced staff can take the stress of an audit off your shoulders. We organize the paperwork. We deal with the IRS.

Call us immediately if you get an audit letter, and don’t let the IRS intimidate you. Qualified IRS Enrolled Agent representation can save you significant amounts of tax and stress!

Income Tax Amendments

If you want to correct or amend a previous year’s tax return, we can help, especially if you file your own returns using popular tax software. We frequently find savings for self-filed returns from previous years.

Outside California State Income Tax Returns

We can prepare tax returns for any state. Out-of-state returns can sometimes be confusing. Let us deal with the hassle of making sure your returns are accurate and on time.

Unfiled Income Tax Returns

Not filing for several years can cause serious tax problems. There’s no need to hide from your tax returns. ProActive Tax Solutions can help you file those late returns and get back on track.

Income Tax Accounting for Trusts

Revocable or “Living” Trusts are an estate planning tool which allows for management and efficient distribution of your property when you die – which is when the trust becomes irrevocable. In the year of death, an individual tax return is filed (1040) up to the date of death and the remainder of the year is filed as a trust return (1041). The trust return is filed every year until all the assets have been distributed. We support and assist families with the accounting to file the trusts.

Get Started Now

All ProActive Tax Solutions clients are requested to fill out two forms to start their engagement. Please click the links below to download your forms.

New Client Consent Form
Letter of Engagement