Private • Confidential • Personalized

"Helped Me Build My Wealth & Grow My Business"
"he tax savings I’ve been able to realize have helped me exponentially build my wealth and grow my business. I can confidently say that their expertise has been invaluable to my personal and professional financial management."
-Sebastian G


"A Game-Changer for My Practice"
"It's a relief to know that my financial matters are in such capable hands. Working with Daniel has been a game-changer for my practice, and I couldn't be happier with the results. Highly recommended!"
- Joaquin D.


"A Proactive Approach to Tax Planning"
"One thing that stood out to me was their proactive approach. Rather than just focusing on filing taxes, they provided comprehensive strategies to minimize my tax liability."
- Raul S.


Enrolled Agent | Certified Tax Coach | Master of Taxation | NTPI Fellow
Over twenty-five years advising service-based business owners and real estate investors on defensible, forward-looking tax planning. Founder of Proactive Tax Advisors. United States Marine Corps veteran. Based in Coral Gables, Florida.

Proactive Tax Advisors works with high income business owners who need a tax planning approach that keeps pace with the complexity of their financial lives.
Rather than viewing taxes only through the lens of annual filing, we take a broader look at the factors that can shape your tax picture, including your business structure, income, investments, and long-term goals.
It starts with understanding where you are today and determining whether our proactive planning approach is the right fit for where you’re headed..

237 South Dixie Highway, 4th Floor | Coral Gables, Florida 33133
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