Proactive Tax Strategies

Pro • ac • tive [prōh-ak-tive]  -adjective

Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one:

At BayCPA+, we specialize in using proactive measures to save tax.

To optimize your taxes, you need a plan.

You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”  

Business Owners - Are you taking advantage of all the legitimate deductions, credits and strategies the tax code offers? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future?

Real Estate Transactions – 1031 Exchange?  Capital Gain? Homeowner Exemption? How about Installment Sales to defer capital gain?   We work extensively with real estate investors, homeowners, real estate brokers and loan officers, so that you can learn what is the most optimal solution for your property. 

Consultation + Preparation – Just have some questions that you like to check with a professional?  Or merely get the returns completed for compliance? We have a team of professionals to help you get it done!