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Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. GET PROACTIVE TAX PARTNERS AND. SAVE MONEY ON TAXES. We strive to save you money now and into the future both on your tax bill, and on the cost of tax preparation. GET PROACTIVE TAX PARTNERS AND GET. We look for opportunities to improve your tax position, so you can focus on things that matter. GET PROACTIVE TAX PARTNERS AND GET. Estate planning is important, regardless of your leve...

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Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. GET PROACTIVE TAX PARTNERS AND. SAVE MONEY ON TAXES. We strive to save you money now and into the future both on your tax bill, and on the cost of tax preparation. GET PROACTIVE TAX PARTNERS AND GET. We look for opportunities to improve your tax position, so you can focus on things that matter. GET PROACTIVE TAX PARTNERS AND GET. Estate planning is important, regardless of your leve...

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Home | ProActive Tax Partners | proactivetaxpartners.com Reviews

https://proactivetaxpartners.com

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. GET PROACTIVE TAX PARTNERS AND. SAVE MONEY ON TAXES. We strive to save you money now and into the future both on your tax bill, and on the cost of tax preparation. GET PROACTIVE TAX PARTNERS AND GET. We look for opportunities to improve your tax position, so you can focus on things that matter. GET PROACTIVE TAX PARTNERS AND GET. Estate planning is important, regardless of your leve...

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Estate Planning | ProActive Tax Partners

http://www.proactivetaxpartners.com/estate-planning

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. Some current trends in estate planning include:. Planning to protect the familys assets from going through the prolonged, public, and expensive process of probate. Planning to protect assets from unnecessary losses after death (whether the threats are from outside interference or from the beneficiarys own choices). Successful estate planning calls for an integrated approach, taking ...

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Contributing to an IRA May Provide You Tax Benefits | ProActive Tax Partners

http://www.proactivetaxpartners.com/blog/contributing-ira-may-provide-you-tax-benefits

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. Contributing to an IRA May Provide You Tax Benefits. Contributing to an IRA May Provide You Tax Benefits. Submitted by ProActive Tax Partners on February 16th, 2015. With the tax filing deadline approaching, have you considered contributing to an Individual Retirement Arrangement (IRA)? Two Types of IRAs. Traditional and Roth. The same annual contribution limit applies to both&#...

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How We Work with Clients | ProActive Tax Partners

http://www.proactivetaxpartners.com/how-we-work-clients

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. How We Work with Clients. How We Work with Clients. We do a thorough intake to explore potential factors that might have an impact on your tax outcomes. Our tax professionals are committed to the highest standards of excellence in the preparation of your tax returns. We look proactively for opportunities to optimize your tax positioning for better tax outcomes. Get to know us.

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Mission | ProActive Tax Partners

http://www.proactivetaxpartners.com/mission

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. Our mission is to help you preserve and build wealth by minimizing the unnecessary drain of tax liabilities when legal and strategically productive alternatives are available. We accomplish this mission by:. Listening to you and getting to know your financial situation and looking for opportunities to save money in your current tax return. Preparing accurate tax returns.

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Tax Preparation | ProActive Tax Partners

http://www.proactivetaxpartners.com/tax-preparation

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. Our tax professionals will prepare your tax returns, accurately and on time. We meet in person when the work is done and provide any available recommendations to help you improve your tax outcomes in the future (no additional charge for recommendations). We are committed to your bottom line. ProActive Tax Partners is dedicated to saving you money by:. Corporations (S and C).

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Tax Preparation | Mallery Financial

http://www.malleryfinancial.com/tax-preparation

Phone 541.687.7678 stephen@malleryfinancial.com. Fiduciary Standard of Care. Strategic Planning, Implementation. For RIAs, CPAs, Attorneys, Trustees. Not Everyone Is Tech-Savvy. Blog and Public Resources. Mallery has partnered with a network of top tax professionals with a bent toward proactive tax planning. For more information, see the ProActive Tax Partners website. Strategic Planning, Implementation. For RIAs, CPAs, Attorneys, Trustees. Subscribe to our Newsletter. Securities and advisory services of...

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Tax Preparation for Businesses | Mallery Financial

http://www.malleryfinancial.com/tax-preparation-businesses

Phone 541.687.7678 stephen@malleryfinancial.com. Mission, Vision, Values. Fiduciary Standard of Care. Strategic Planning, Implementation. For RIAs, CPAs, Attorneys, Trustees. Not Everyone Is Tech-Savvy. Blog and Public Resources. Tax Preparation for Businesses. Tax Preparation for Businesses. Tax Preparation for Businesses. Mallery has partnered with a network of top tax professionals with a bent toward proactive tax planning. For more information, see the ProActive Tax Partners website. 541687.7678 ...

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Home | ProActive Tax Partners

Skip to main content. Perspectives On Tax Efficiency. How We Work with Clients. How We Safeguard Your Personal Information. GET PROACTIVE TAX PARTNERS AND. SAVE MONEY ON TAXES. We strive to save you money now and into the future both on your tax bill, and on the cost of tax preparation. GET PROACTIVE TAX PARTNERS AND GET. We look for opportunities to improve your tax position, so you can focus on things that matter. GET PROACTIVE TAX PARTNERS AND GET. Estate planning is important, regardless of your leve...

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Do you pay too. Most of us think we do. ProActive Tax Solutions offers a range of tax related services throughout the year from efficient tax preparation of individual and business returns, to skilled audit representation, and amended returns. Do you pay too much in taxes? Looking for a firm that has your tax situation in mind all year long? ProActive Tax Solutions offers a range of tax related services through the year from efficient tax preparation of individual and business returns, to skilled audit r...