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Proactive Tax CentersProactive Tax Centers

HOW WE HELP

SERVICES DESIGNED FOR YOUR NEEDS

Proactive Tax Centers was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and tax outcomes long term. Through our experiences with clients over the last decade, we identified a critical need in tax planning services for both our business and estate planning clients. Our firm provides hands-on tax planning services through a dedicated team of certified professionals with various background specialties in business, estate planning, law, financial planning, and more.


We offer superior client services and consulting to individuals, professionals, and small/mid-size businesses in:

  • Tax Preparation
  • Tax Planning Services
  • Roth IRA Conversion Strategies
  • Social Security Taxation Reduction Strategies
  • Charitable Tax Planning Strategies
  • Small Business Strategy Development


Proactive Tax Centers provides local member of the United Cloud Partners Services. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents. Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, Rita, even local. We participate in the tax return preparation process via a proprietary nationwide network through the CPATAXBANK services offered through United Cloud Partners Services.

William Midler


President

For over 39 years, Bill Midler has been providing his clients with valuable financial products and solutions available in today's complex financial environment.

Sushil Manchanda


Tax Planner

Sushil Manchanda is an experienced financial analyst and tax planner authorized as an Enrolled Agent and registered with the IRS.

Heather Workman


Marketing Director

Heather brings over 16 years of leadership in the field of multichannel marketing solutions for Fortune 100 retailers and brands.

THE PROACTIVE DIFFERENCE

CERTIFIED EXPERIENCED TEAM

HIGHEST SECURITY PRIVATE NETWORK NATIONWIDE

ATTORNEY SUPPORT TEAM

Call 1 (800) 864-4337 or Contact Us Below for Your Free Review