Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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!

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Customer Stories

"…absolutely amazing…always very prompt, professional and dedicated to serving the client…we highly recommend…"

"Tom the tax guy…is second to none…outstanding services and advice…"

"Tom was so helpful in preparing my taxes…their team made the entire process really incredibly easy…"

"Utmost professionalism, reasonable prices and a caring staff…I own a very small business, yet I feel like their #1 client every time I speak with them…"

"Pleasure to work with, very accessible and accommodating. Individualized attention. Truly cares about you and your situation. Wished I had found them years ago. Would recommend to anyone even if you are happy with company you are with."