Business Page
Proactive Tax Specialists
Tax & Financial Services
5.0 stars
8 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
Certified Public Accountant (CPA) Master of Science in Taxation (MST)
About us
*Short-Term Rental Tax Specialist* We team up with our clients and focus on helping high-income real estate investors save money on taxes using favorable real estate tax strategies. We offer tax preparation in conjunction with our more valuable tax planning services but DO NOT offer tax preparation standalone. At our firm, we understand the intricacies of real estate investing and we are dedicated to providing tailored solutions to help you achieve your financial goals and maximize your tax savings. Services: Tax Planning: We provide personalized consulting services to help you make informed decisions for your investments or business. Whether you're looking to expand, acquire properties, or optimize your entity structure, we are here to guide you and help you correctly implement the best tax saving strategies for you! Tax Preparation We offer comprehensive tax preparation services to ensure that you maximize your deductions and minimize your tax liabilities. Our team stays up-to-date with the latest tax laws and regulations to provide accurate and timely assistance. We won’t leave you wondering about the status of your tax return and you’ll always be able to get in touch with us! Specialties: Short-Term Rental (STR) Investors: We have a deep understanding of the STR market, including implementing the STR loophole, maximizing depreciation deductions and making sure you and your properties are set up to succeed as an STR investment. We personally are very passionate about this real estate tax strategy and have therefore specialized in being one of the best at understanding and implementing this approach for our clients.
Specialties
Tax & Accounting
Tax Planning & Strategy
Accounting
Bookkeeping
Tax Prep & Filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
Creative Financing Tax
Business Taxes
Reviews (8)
5.0 stars
8 Reviews
5.0 stars
8 Reviews
0.0 star
0 Reviews
5.0 stars
2 months ago
Reviewed by
Gabriela Barbir
I was in a bind last minute with getting my business and personal taxes completed and Charles was the one who helped me. He was absolutely incredible and was so helpful. The time frame I gave them was not ideal and he was able to complete them and help instruct us on a path moving forward! I highly recommend Charles to anyone who need help with taxes or any business financial questions!
5.0 stars
7 months ago
Reviewed by
Scott Barlass
I've used many services for tax return preparation, but none were as thoughtful, professional and effective as Proactive Tax Specialists. If you want a CPA service that really cares, I highly recommend Proactive Tax Specialists for any of your personal or business financial needs.
5.0 stars
8 months ago
Reviewed by
Anchored Property Investments
I have multiple businesses and investment properties CJ was on top of it every step of the way. I’ve used him for several years now and he’s always followed up and made sure to answer all of my questions. He’s always looking for ways to save me money and get the most back. THANK YOU!!!!!
5.0 stars
9 months ago
Reviewed by
Lisa Tarantino
Proactive Tax Specialists has been taking care of my accounting needs for my Health and Wellness Business since 2022. Their work ethic coupled with their professionalism and attention to detail, make the tax process effortless for me. I highly recommend them!
5.0 stars
9 months ago
Reviewed by
O’Ryan
Charles did an amazing job taking the stress out of doing my business tax and accounting. I'd highly recommend him! Being a business owner this time can be very stressful and he kept my nerves calm and helped me every step of the way.
BIG THANK YOU FROM THE DR IMPACT CO FAMILY!
5.0 stars
10 months ago
Reviewed by
Annika Hansen
Could not recommend the PTS team more. They are very detailed, thorough, and knowledgeable, but most importantly truly care about keeping in contact and being a resource to their clients. They made sure their work was specific to my situation and I felt very comfortable leaving my finances in their hands. 10/10 recommend hiring them for any of your financial needs.
5.0 stars
10 months ago
Reviewed by
Katrin Hansen
I started working with Proactive Tax Specialists a few months ago, and I have had a great experience. Their team is extremely knowledgeable with tax planning and provided guidance specific to my situation and goals. Their customer service is great, too!! I highly recommend them!
5.0 stars
10 months ago
Reviewed by
Jaimi Rapisarda
I had an outstanding experience with Proactive Tax Specialists! Professional & knowledgeable even with the most complex tax situations.
5.0 stars
2 months ago
Reviewed by
Gabriela Barbir
I was in a bind last minute with getting my business and personal taxes completed and Charles was the one who helped me. He was absolutely incredible and was so helpful. The time frame I gave them was not ideal and he was able to complete them and help instruct us on a path moving forward! I highly recommend Charles to anyone who need help with taxes or any business financial questions!
5.0 stars
7 months ago
Reviewed by
Scott Barlass
I've used many services for tax return preparation, but none were as thoughtful, professional and effective as Proactive Tax Specialists. If you want a CPA service that really cares, I highly recommend Proactive Tax Specialists for any of your personal or business financial needs.
5.0 stars
8 months ago
Reviewed by
Anchored Property Investments
I have multiple businesses and investment properties CJ was on top of it every step of the way. I’ve used him for several years now and he’s always followed up and made sure to answer all of my questions. He’s always looking for ways to save me money and get the most back. THANK YOU!!!!!
5.0 stars
9 months ago
Reviewed by
Lisa Tarantino
Proactive Tax Specialists has been taking care of my accounting needs for my Health and Wellness Business since 2022. Their work ethic coupled with their professionalism and attention to detail, make the tax process effortless for me. I highly recommend them!
5.0 stars
9 months ago
Reviewed by
O’Ryan
Charles did an amazing job taking the stress out of doing my business tax and accounting. I'd highly recommend him! Being a business owner this time can be very stressful and he kept my nerves calm and helped me every step of the way.
BIG THANK YOU FROM THE DR IMPACT CO FAMILY!
5.0 stars
10 months ago
Reviewed by
Annika Hansen
Could not recommend the PTS team more. They are very detailed, thorough, and knowledgeable, but most importantly truly care about keeping in contact and being a resource to their clients. They made sure their work was specific to my situation and I felt very comfortable leaving my finances in their hands. 10/10 recommend hiring them for any of your financial needs.
5.0 stars
10 months ago
Reviewed by
Katrin Hansen
I started working with Proactive Tax Specialists a few months ago, and I have had a great experience. Their team is extremely knowledgeable with tax planning and provided guidance specific to my situation and goals. Their customer service is great, too!! I highly recommend them!
5.0 stars
10 months ago
Reviewed by
Jaimi Rapisarda
I had an outstanding experience with Proactive Tax Specialists! Professional & knowledgeable even with the most complex tax situations.