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Free Report! Three Tax Strategies for Business OwnersTax planning strategies that can dramatically reduce your tax burden and keep the IRS at away.
$999.00Three Tax Strategies for Business Owners
Tax Projection & Compliance Checkup (Business Owners)Stay ahead of your tax obligations with our Tax Projection and Compliance Check service.

This is the first step towards proactive tax planning.

Once we know where you are, we can identify Proactive Tax Planning Strategies that make sense for your specific situation.

We'll provide you with a projection, a compliance check, and an estimate of how much you can save with a proactive tax plan during our tax projection delivery meeting.

(We'll credit the price of this service towards your Proactive Tax Plan if you decide to move forward with tax planning; this service does not include any specific tax planning strategies.)
$1,497.00Tax Projection & Compliance Check
Initial Tax Savings AnalysisOur Initial Tax Savings Analysis is designed to provide you with a thorough evaluation of your current tax and financial situation. This service aims to uncover potential tax planning opportunities that can significantly reduce your tax burden.
$2,500.00$1,750.00
Intro MeetingWe want to make sure you're serious about tax planning. We'll credit this payment towards your proactive tax plan should you decide to move forward.
$49.99
Proactive Tax Planning StrategiesList of 128 Tax Planning Strategies for business owners, high income earners and real estate activities.
$350.00$149.00
The 2025 Tax Playbook - IndividualsSmart Strategies for Individuals
Take Full Advantage of the One Big Beautiful Bill Act

Written by Daniel H. Guarin, EA, CTC, MST
Founder | Proactive Tax Advisors, Inc.
$99.99The 2025 Tax Playbook - Individuals
The Hidden Tax Goldmine in the One Big Beautiful Bill What business owners & real estate investors need to know before filing another return…
Free
CORE Tax Plan🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
CORE Tax Plan
CORE Tax Plan - Fast Action Discount🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Plan with Fast Action Discount
CORE Tax Plan - 48-Hour Window🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Tax Plan - 48 Hour Discount
Update My Order!
No I dont want this!

We Never Share Your Information With Anyone

Checkout As Guest
Select Product
My Workspace's First Product
First Price
Free Report! Three Tax Strategies for Business OwnersTax planning strategies that can dramatically reduce your tax burden and keep the IRS at away.
$999.00Three Tax Strategies for Business Owners
Tax Projection & Compliance Checkup (Business Owners)Stay ahead of your tax obligations with our Tax Projection and Compliance Check service.

This is the first step towards proactive tax planning.

Once we know where you are, we can identify Proactive Tax Planning Strategies that make sense for your specific situation.

We'll provide you with a projection, a compliance check, and an estimate of how much you can save with a proactive tax plan during our tax projection delivery meeting.

(We'll credit the price of this service towards your Proactive Tax Plan if you decide to move forward with tax planning; this service does not include any specific tax planning strategies.)
$1,497.00Tax Projection & Compliance Check
Initial Tax Savings AnalysisOur Initial Tax Savings Analysis is designed to provide you with a thorough evaluation of your current tax and financial situation. This service aims to uncover potential tax planning opportunities that can significantly reduce your tax burden.
$2,500.00$1,750.00
Intro MeetingWe want to make sure you're serious about tax planning. We'll credit this payment towards your proactive tax plan should you decide to move forward.
$49.99
Proactive Tax Planning StrategiesList of 128 Tax Planning Strategies for business owners, high income earners and real estate activities.
$350.00$149.00
The 2025 Tax Playbook - IndividualsSmart Strategies for Individuals
Take Full Advantage of the One Big Beautiful Bill Act

Written by Daniel H. Guarin, EA, CTC, MST
Founder | Proactive Tax Advisors, Inc.
$99.99The 2025 Tax Playbook - Individuals
The Hidden Tax Goldmine in the One Big Beautiful Bill What business owners & real estate investors need to know before filing another return…
Free
CORE Tax Plan🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
CORE Tax Plan
CORE Tax Plan - Fast Action Discount🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Plan with Fast Action Discount
CORE Tax Plan - 48-Hour Window🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Tax Plan - 48 Hour Discount
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No I dont want this!

We Never Share Your Information With Anyone

Checkout As Guest
Select Product
My Workspace's First Product
First Price
Free Report! Three Tax Strategies for Business OwnersTax planning strategies that can dramatically reduce your tax burden and keep the IRS at away.
$999.00Three Tax Strategies for Business Owners
Tax Projection & Compliance Checkup (Business Owners)Stay ahead of your tax obligations with our Tax Projection and Compliance Check service.

This is the first step towards proactive tax planning.

Once we know where you are, we can identify Proactive Tax Planning Strategies that make sense for your specific situation.

We'll provide you with a projection, a compliance check, and an estimate of how much you can save with a proactive tax plan during our tax projection delivery meeting.

(We'll credit the price of this service towards your Proactive Tax Plan if you decide to move forward with tax planning; this service does not include any specific tax planning strategies.)
$1,497.00Tax Projection & Compliance Check
Initial Tax Savings AnalysisOur Initial Tax Savings Analysis is designed to provide you with a thorough evaluation of your current tax and financial situation. This service aims to uncover potential tax planning opportunities that can significantly reduce your tax burden.
$2,500.00$1,750.00
Intro MeetingWe want to make sure you're serious about tax planning. We'll credit this payment towards your proactive tax plan should you decide to move forward.
$49.99
Proactive Tax Planning StrategiesList of 128 Tax Planning Strategies for business owners, high income earners and real estate activities.
$350.00$149.00
The 2025 Tax Playbook - IndividualsSmart Strategies for Individuals
Take Full Advantage of the One Big Beautiful Bill Act

Written by Daniel H. Guarin, EA, CTC, MST
Founder | Proactive Tax Advisors, Inc.
$99.99The 2025 Tax Playbook - Individuals
The Hidden Tax Goldmine in the One Big Beautiful Bill What business owners & real estate investors need to know before filing another return…
Free
CORE Tax Plan🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
CORE Tax Plan
CORE Tax Plan - Fast Action Discount🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Plan with Fast Action Discount
CORE Tax Plan - 48-Hour Window🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Tax Plan - 48 Hour Discount
Shipping Information
Shipping Information
New Shipping Address
Update
Delivery Information

Delivery options will be shown here when you enter your address.

Billing Information
Requires address configuration
New Billing Address
Update
Payment Information
Summary
Rush My Order!
No I dont want this!

We Never Share Your Information With Anyone

Checkout As Guest
Select Product
My Workspace's First Product
First Price
Free Report! Three Tax Strategies for Business OwnersTax planning strategies that can dramatically reduce your tax burden and keep the IRS at away.
$999.00Three Tax Strategies for Business Owners
Tax Projection & Compliance Checkup (Business Owners)Stay ahead of your tax obligations with our Tax Projection and Compliance Check service.

This is the first step towards proactive tax planning.

Once we know where you are, we can identify Proactive Tax Planning Strategies that make sense for your specific situation.

We'll provide you with a projection, a compliance check, and an estimate of how much you can save with a proactive tax plan during our tax projection delivery meeting.

(We'll credit the price of this service towards your Proactive Tax Plan if you decide to move forward with tax planning; this service does not include any specific tax planning strategies.)
$1,497.00Tax Projection & Compliance Check
Initial Tax Savings AnalysisOur Initial Tax Savings Analysis is designed to provide you with a thorough evaluation of your current tax and financial situation. This service aims to uncover potential tax planning opportunities that can significantly reduce your tax burden.
$2,500.00$1,750.00
Intro MeetingWe want to make sure you're serious about tax planning. We'll credit this payment towards your proactive tax plan should you decide to move forward.
$49.99
Proactive Tax Planning StrategiesList of 128 Tax Planning Strategies for business owners, high income earners and real estate activities.
$350.00$149.00
The 2025 Tax Playbook - IndividualsSmart Strategies for Individuals
Take Full Advantage of the One Big Beautiful Bill Act

Written by Daniel H. Guarin, EA, CTC, MST
Founder | Proactive Tax Advisors, Inc.
$99.99The 2025 Tax Playbook - Individuals
The Hidden Tax Goldmine in the One Big Beautiful Bill What business owners & real estate investors need to know before filing another return…
Free
CORE Tax Plan🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
CORE Tax Plan
CORE Tax Plan - Fast Action Discount🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Plan with Fast Action Discount
CORE Tax Plan - 48-Hour Window🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Tax Plan - 48 Hour Discount
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Free Report! Three Tax Strategies for Business OwnersTax planning strategies that can dramatically reduce your tax burden and keep the IRS at away.
$999.00Three Tax Strategies for Business Owners
Tax Projection & Compliance Checkup (Business Owners)Stay ahead of your tax obligations with our Tax Projection and Compliance Check service.

This is the first step towards proactive tax planning.

Once we know where you are, we can identify Proactive Tax Planning Strategies that make sense for your specific situation.

We'll provide you with a projection, a compliance check, and an estimate of how much you can save with a proactive tax plan during our tax projection delivery meeting.

(We'll credit the price of this service towards your Proactive Tax Plan if you decide to move forward with tax planning; this service does not include any specific tax planning strategies.)
$1,497.00Tax Projection & Compliance Check
Initial Tax Savings AnalysisOur Initial Tax Savings Analysis is designed to provide you with a thorough evaluation of your current tax and financial situation. This service aims to uncover potential tax planning opportunities that can significantly reduce your tax burden.
$2,500.00$1,750.00
Intro MeetingWe want to make sure you're serious about tax planning. We'll credit this payment towards your proactive tax plan should you decide to move forward.
$49.99
Proactive Tax Planning StrategiesList of 128 Tax Planning Strategies for business owners, high income earners and real estate activities.
$350.00$149.00
The 2025 Tax Playbook - IndividualsSmart Strategies for Individuals
Take Full Advantage of the One Big Beautiful Bill Act

Written by Daniel H. Guarin, EA, CTC, MST
Founder | Proactive Tax Advisors, Inc.
$99.99The 2025 Tax Playbook - Individuals
The Hidden Tax Goldmine in the One Big Beautiful Bill What business owners & real estate investors need to know before filing another return…
Free
CORE Tax Plan🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
CORE Tax Plan
CORE Tax Plan - Fast Action Discount🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Plan with Fast Action Discount
CORE Tax Plan - 48-Hour Window🌎 CORE Tax Plan – Terms & Conditions

🚀 What You Must Do:
✓ Complete your Tax Planning Organizer.
✓ Submit your most recently filed individual and business tax returns.
✓ Be ready to follow through on the implementation steps we outline.

💰 What You Get:
✓ A customized proactive tax plan packed with strategies you’re not currently using—designed to legally save you up to $25,000 in taxes
✓ Hands-on implementation support for 6 weeks—we don’t just drop the plan and disappear
✓ Step-by-step guidance from our team (some strategies may require you to coordinate with your attorney or financial advisor)
✓ A 3X ROI Guarantee: your fee is capped at one-third of the savings identified. If we don’t find at least three times what you pay us in savings, we don’t earn our full fee. Period.

🔜 What Happens Next (After Delivery of Your CORE Plan):
✓ Option 1: Stay on the CORE Plan and continue implementation
✓ Option 2: Upgrade to a higher-tier tax plan with even greater savings (and complexity). We’ll give you a custom quote based on what we uncover in your plan.

💳 Plan Cost:
Regular Price: $6,999 (paid upfront)

👍 Satisfaction Guarantee:
✓ We guarantee you'll receive a personalized, strategy-rich tax plan built for your goals. If you're not satisfied at any point in the process, we’ll work with you directly to make it right. Our promise is clarity, not confusion. Confidence, not guesswork.

⚖️ Legal Stuff (Just to Be Clear):
✓ Tax laws change—our advice is based on what’s current at the time your plan is delivered.
✓ We’re not liable for delays, law changes, or if you don’t follow through.
✓ Florida law governs this agreement.
✓ This is a limited engagement—our total liability is capped at the amount you paid.

Need help with business tax returns or other services?
We offer those too (additional fees apply).
$6,999.00CORE Tax Plan - 48 Hour Discount
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