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RESOURCES AND EVENTS

Proactive Tax Education

Our team at Proactive is passionate about educating others in financial planning, and have made a commitment to share leading-edge trends and tax strategies for both personal and business finances to drive growth and ease economic concerns. Be sure to sign up for our mailing list to learn of new courses in your area.

EVENT LOCATIONS

We offer a variety of classes both for free and as a fundraising vehicle for local charitable organizations, with varied topics both for small to medium sized businesses and personal finances. Be sure to sign up below to join our mailing list for information of upcoming events in your area.

NORTH CAROLINA

Charlotte, Hickory, Statesville Areas

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THREE-STATE REGION

Pennsylvania, New Jersey, Delaware

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Sign Up to Learn About Upcoming Events

Seminars & Workshops

 

DOWNLOAD OUR

Intake Questionnaire

This document is our first step and is designed to gather all the information we need to help you. This is not to be faxed or emailed, but instead mailed to our office or uploaded through our client portal.

FIND NECESSARY

Federal Tax Forms

Browse this online library to find appropriate IRS forms as needed. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications.

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