ProActive Tax & Accounting - Jonesville, Florida

ProActive Tax & Accounting: A Dedicated Financial Partner

For individuals and businesses seeking comprehensive and reliable tax and accounting services, ProActive Tax & Accounting stands as a premier choice in Jonesville, Florida. Located at 303 SW 140th Terrace, Jonesville, FL 32669, this firm has cultivated a strong reputation for delivering personalized solutions and exceeding client expectations. With a readily accessible phone number – 3337880 – and a user-friendly website proactivecpas.com, connecting with ProActive Tax & Accounting is straightforward.

The firm’s core mission revolves around providing proactive and strategic financial guidance. They understand that navigating the complexities of tax law and accounting can be daunting, and they are committed to simplifying the process for their clients. Their approach isn’t simply about compliance; it’s about partnering with clients to achieve their financial goals. ProActive Tax & Accounting’s dedication to client success is evident in their meticulous attention to detail and their commitment to staying abreast of the latest regulatory changes.

Specializations and Services Offered

While a comprehensive range of accounting services are provided, ProActive Tax & Accounting possesses particular expertise in several key areas. These include:

• Tax Preparation and Planning: The firm assists clients with all aspects of tax preparation, ensuring accuracy and optimizing tax liabilities. They also offer proactive tax planning services designed to minimize tax burdens and maximize financial benefits.
• Small Business Accounting: ProActive Tax & Accounting understands the unique financial challenges faced by small businesses. They provide bookkeeping, financial reporting, and strategic advice to help businesses thrive.
• Individual Tax Services: From straightforward returns to complex situations involving investments and self-employment, ProActive Tax & Accounting offers personalized support for individual tax needs.
• Estate and Trust Tax Services: Navigating the complexities of estate and trust taxation requires specialized knowledge. ProActive Tax & Accounting provides expert guidance to ensure compliance and minimize tax liabilities for estates and trusts.

Location and Accessibility

ProActive Tax & Accounting’s physical location at 303 SW 140th Terrace, Jonesville, FL 32669 provides convenient access for clients in the surrounding area. The firm prioritizes accessibility for all clients, offering a range of services to accommodate diverse needs. Notably, the office features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to inclusivity. Appointments are required for most services, though appointments are highly recommended to ensure dedicated attention and efficient service. Furthermore, online appointments are available for added convenience.

Client Feedback & Reputation

The firm’s commitment to client satisfaction is consistently reflected in overwhelmingly positive feedback. Google My Business reviews, with a remarkable average opinion of 5/5, underscore the high level of client appreciation. A particularly compelling testimonial highlights a significant tax bill reduction achieved through ProActive Tax & Accounting’s diligent work. One client, facing a substantial capital gains tax liability, was initially presented with an estimated bill exceeding $10,000. Through thorough research and strategic planning, CPA Tom Porter successfully reduced the liability to well under $1,000, a testament to the firm’s expertise and dedication. This experience demonstrates ProActive Tax & Accounting’s ability to deliver exceptional results and provide peace of mind to clients facing complex tax situations. The consistent praise for their responsiveness, professionalism, and insightful advice suggests a firm with a deeply ingrained focus on client needs.

Key Features and Points of Interest

• Online Appointments: Enhance convenience with readily available online scheduling options.
• Onsite Services: For clients requiring in-person consultations, onsite services are available.
• Accessibility Features: The firm is committed to inclusivity, offering wheelchair accessible facilities.
• Appointment Requirements: Appointments are typically required for most services.
• Recommended Appointments: To ensure optimal service and dedicated attention, appointments are strongly recommended.

In conclusion, ProActive Tax & Accounting presents itself as a dependable and client-focused firm situated in Jonesville, Florida. Their blend of expertise, accessibility, and commitment to outstanding service makes them a valuable asset for individuals and businesses seeking reliable financial guidance. The firm's dedication to proactive strategies and personalized attention contributes significantly to their success in the community.

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👍 Reviews of ProActive Tax & Accounting

Anne S.

5/5

ProActive Tax & Accounting in Jonesville is top of the line in my book. An IRS tax bill on a large capital gains, which I had been told time and again would be thousands and thousands of dollars, became WELL UNDER one thousand dollars.
CPA Tom Porter did an enormous amount of research, which paid off immensely. I will be forever grateful.

Marc F. S.

5/5

I have been working with Tom Porter of ProActive Tax & Accounting for many years now and couldn't be more satisfied with the service provided. Tom is extremely knowledgeable, professional, and always goes above and beyond to ensure all my accounting needs are met. Tom has a keen eye for detail and offers invaluable advice that has greatly benefited my business.

One of the standout qualities of Tom is his responsiveness. No matter how complex or simple my questions might be, he is always quick to provide thorough and understandable explanations. This level of communication has made managing my finances so much easier and stress-free.

Additionally, Tom and ProActive stay up to date with the latest tax laws and regulations, ensuring that I am always in compliance and taking advantage of any possible deductions and credits. This “ProActive” approach has saved me a considerable amount of money over the years.

I highly recommend Tom and ProActive Tax & Accounting to anyone in need of reliable and top-notch accounting services. They truly care about their clients' success, and it shows in the quality of their work. Five stars all around!

Robin Z.

5/5

Tom has been helping me with my tax returns for over 4 years now. He has made the process so simple and answers my questions quickly. I’m grateful for his knowledge as well as how fast my return is completed. He is fantastic.

S. M.

5/5

I've just begun to work with Tom Porter and his team, but they've already gone above and beyond to me as I navigate starting a new business. Before committing to work with ProActive Tax and Accounting, I met with several other tax services. None of them seemed interested in working with a business like mine. Tom and his team, on the other hand, have patiently answered my questions. I can't recommend them enough!

Jennie W.

5/5

ProActive Tax is really responsive to any questions I have, even during the hectic tax season. I have recommended them for years to several clients and they have also been very satisfied.

Beth C.

5/5

This is my third year using Tom for my taxes. He’s been fantastic. I’m able to do everything via email, he’s knowledgeable about what works best for our family and doesn’t push me to do things I don’t need. Best accounting experience I’ve ever had.

Samuel R.

5/5

We have been using ProActive for several years now and have always been very happy with the service provided. Tom always makes himself available to answer my many questions and to help in any way he can! Tom and ProActive are such a blessing!

Debbie C.

5/5

Have just recently started working with ProActive. I am starting a new business and the "business stuff" is out of my wheelhouse. Tom and Paul have been so patient to answer all my questions in a way that I can understand, and have advised me on the basics of setting up a business, along with other important things I should know and do. Tom even took time to talk with me and my partner about our new venture, even though it was in the middle of tax season madness. I have found them very patient, accessible and helpful. They treated me as if I were a big client. And maybe someday I will be! 😉