Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

The Why & How of Business Referrals for Northern Florida Owners

Firstly, before I jump into what business referrals could mean for your Northern Florida business, I wanted you to see this. Even though I don’t normally talk about tax stuff … the explosion of shady flim-flammers gaming the Employee Retention Credit and...

How a Continuous Audit Helps Your Northern Florida Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

My Northern Florida Small Business Health Quiz (Part 2)

Just ONE WEEK until S corp (1120S) and partnership (1065) returns are due. If we have not heard from you yet this year, we will need to get an extension for your corporate return. Please touch base with us when you can and we'll get you on the schedule to get your...

My Northern Florida Small Business Health Quiz (Part 1)

For the dog lovers out there, this is Leo The Legendary, the Porter Family's English Setter:Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to...

Collecting Payment the Smart Way in Your Northern Florida Business

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

ProActive Tax & Accounting Wants to Know: Got a Business Exit Strategy?

The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...

Anticipating First-Year Expenses When Opening a Northern Florida Business

From Springsteen's Orlando show on February 5, four members of the Porter clan plus old friends. Great encores on this tour!And now, on to this week's topic…It’s February and love is in the air. (So are taxes. And Super Bowls.)Flowers and chocolates showed up on desks...

Remote Work & Your Northern Florida Business Insurance Policy

Apologies for no email last week! But welcome to a Super Bowl week edition of the Real World notes. Now that the calendar has turned to February and we have logged the first month of 2023 results, this is your opportunity to get a better picture of your financial...

ProActive Tax & Accounting’s 7 Keys to Lowering Shipping Costs

Shout out to Springsteen fans out there on the backstreets! Bruce and The E Street Band will embark on their first tour in six years next Wednesday in Tampa. To commemorate the occasion, here are my Top Ten Springsteen Songs (Modern Era - 2002 to present):10. Long...

Hiring a Consultant for Your Northern Florida Business

Coming to you on a very cold Tuesday, hoping that 2023 has been good to you so far. I just got back from a weekend at Rosemary Beach in the panhandle with my wife and one of our daughters from New York City and now I'm truly ready for tax season. Looking forward to...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more