It's a result of what you, and your advisor, failed to engineer. In the next 10 minutes, Daniel explains the proprietary framework we use to engineer tax outcomes in advance, and why it consistently uncovers $50,000 to over $1 million in annual savings for clients.
Every path draws on the same framework and the same library of over 130 tax strategies. What changes is how much of the work we do for you.
We build your tax plan on your actual returns and stay with you while it is implemented. For business owners and real estate investors carrying six-figure federal liabilities who want a firm doing the work rather than a document to follow.
The full strategy library, opened up. Over 130 tax strategies written in plain language, each with the authority behind it, worked examples, and implementation steps. For people who want to understand what applies to them before committing to an engagement.
For CPAs, EAs and tax professionals who want to bring proactive planning to their own clients without building the research library themselves. License the material, use it under your own brand, and keep the client relationship.
Not sure which fits? Start with the complimentary assessment below and we will tell you honestly.
Answer a brief qualification. If there's a clear opportunity to materially reduce your tax liability, you'll book your private strategy review with Daniel directly.
"The tax savings I've been able to realize with Danny have helped me exponentially build my wealth and grow my business."
Sebastian Guerra Wealth Advisors
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The Tax Strategy Stacking Framework™ is a proprietary system for combining multiple tax strategies, layered, sequenced and coordinated, to create a compounding tax advantage year after year.
Most tax advice is tactical. Our framework is architectural. Five structural layers (Entity Structure, Income Flow, Timing, Deductions, Credits), examined across eleven strategy groupings specific to your situation. When layered correctly, the stack produces a compounding advantage. The same business, the same income, a materially different tax outcome.
Every strategy grounded in the Internal Revenue Code. No aggressive positions. No speculative structures.
Read the full methodology →Every engagement begins with a complimentary assessment, and every stage after that is your decision to proceed. Complete transparency from the first conversation forward.
The Strategy Vault is the research library behind every plan we build, opened up for people who want to understand the material themselves.
More than 130 tax strategies across 13 categories: entity structure, retirement and deferred compensation, real estate and cost segregation, equity compensation, credits, charitable planning, alternative investments and more. Each one written in plain language for a business owner rather than a preparer, with the primary authority cited, a worked example, current-year thresholds, and step-by-step implementation.
Membership starts at $97 per month. AI Daniel is included, so you can ask questions about any strategy as you read it.
See what is inside the Vault →Proactive tax planning produces meaningful results when certain conditions are met. We are transparent about who we can help.
Full Planning is a good fit if you are:
If you are a W-2 employee, need basic tax preparation only, or are seeking aggressive or speculative positions, Full Planning is less likely to fit. The Strategy Vault may still be worth your time, since it lets you see what applies to your situation before you commit to anything.
If you are a CPA, EA or tax professional, the Practitioner License lets you bring proactive planning to your own clients without building the research library yourself.
You license the full strategy library along with white-label client-facing templates, implementation guides and worksheets, and use them under your own brand. You keep the client relationship. We stay behind the curtain.
Review the Practitioner License →Daniel H. Guarin
Daniel developed the Tax Strategy Stacking Framework over twenty-five years of advising service-based business owners and real estate investors navigating six-figure federal tax liabilities.
The practice is built on one principle: every strategy must be grounded in the Internal Revenue Code and defensible under scrutiny. No shortcuts. No aggressive positions. Just disciplined, forward-looking architecture.
Founder & CEO of Proactive Tax Advisors. Founder of Full Compliance LLC (Est. 2006). Fellow of the National Tax Practice Institute. MST from Florida International University. United States Marine Corps veteran.
Read Daniel's full bio →Begin with a brief qualification. If there is a clear opportunity to materially reduce your tax liability, you will be invited to book a complimentary strategy review with Daniel.