Year-1 tax savings: $1,061,895
For $500K+ Earners & $1M+ Exits
Success Shouldn't Feel Like a Tax Penalty
What would you do with $100K more every year?
Free 30-minute call · If we can't help you, we'll tell you.
A college fund. A down payment for your kid. A legacy. Taylor Proactive Team is a goal-focused tax firm for high earners and business owners: we start with what you want your money to do, then reverse-engineer a tax plan to get there, built to last.
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Founded by Merrill Taylor, CPA- Plans built to last, year after year
The Gap
Most CPAs Look Back. We Plan Forward.
Filing tells you what last year cost. Planning decides what next year will. Your CPA's work matters, and we work alongside them on the part of the calendar tax season never reaches.
Looking Back
Tax Season Is Too Late to Plan
- By April, last year's decisions are already locked in
- No one calls you before the moves that matter
- A big bonus, sale or exit gets taxed as it lands
Planning Forward
A Plan That Works All Year, Not Just in April
- It starts with your goals: what you want the money to do comes first
- Planning all year, so decisions are made before the year closes, not after
- Quarterly check-ins, so April holds no surprises
- Conservative by design and explained in plain English, so it lasts year after year
- Every plan documented and reviewed
Tax planning is forward looking and allows us to write history before it happens.
Your Goals
What Our Clients Plan For
We don't start with a menu of strategies. Strategies change every year; your goals don't. So the first thing we ask is what you want your money to do.
A college fund
Your kids' or grandkids' education, funded on purpose instead of from what's left over.
A down payment for your child
Help them into their first home.
A second home
The cabin, the lake house, the place the family gathers.
A legacy
What you built, passed on the way you intend.
Retiring sooner
Choose the year you step back, instead of letting taxes choose it.
Growing the business
More of what it earns goes back into the company you built.
Giving back
You decide which causes your money supports.
Something else?
Tell us what you're working toward. That's where every plan starts.
How It Works
How Goal-First Tax Planning Works
Every plan is "Taylored" to the client. We start at the goal, work back to today, then plan your taxes forward to get you there.
Start With the Goal. Work Back to Today.
We map where you want to be, then plan each year's taxes forward to get you there.
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Tell Us Your Goals.
A college fund, a second home, retiring sooner, a legacy. We start with what you want your money to do, then build the plan around it.
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We Map Your Taxes Forward.
This year and the years ahead: your income, your business, any sale or exit on the horizon. We see what's headed to taxes before the year closes.
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We Engineer a Plan Built to Last.
We work backward from your goals, using conservative, established provisions of the tax code. Every plan is documented and reviewed.
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Your Money Goes Toward What Matters.
What you keep goes to the goals you named. Each year we plan forward again, so the plan keeps pointing where you want to go.
Strategies Change. Your Goals Don't.
Tax law changes, and the tools change with it. What stays fixed is what you told us you want. That's why every plan starts there.
Goals first.
Then the plan, built to last.
Book a Free Discovery Call
Free 30-minute call · Start with your goals
What Happens Next
We Prove Value Before You Commit to a Plan.
Our first conversation is free. If we can't help you, we'll tell you.
A Free Discovery Call.
30 minutes on where you are, what's coming and what you'd want the money to do. No cost. If there's nothing meaningful here for you, we'll say so on the call.
Your Tax Planning Assessment.
If there's a fit, our team goes deep on your actual returns and builds your "Taylored" plan, with every recommendation tied to a goal you named. The assessment is $2,500 and is credited toward implementation if you move forward.
Review & Implementation.
We walk you through the plan line by line, so you see the numbers before you decide anything else. The plan is yours to keep either way. If you'd like us to put it in motion, that's when we talk about implementation.
Your tax dollars are going somewhere either way. The assessment is how you find out how much more of them could go toward your goals.
Book a Free Discovery Call
Free 30-minute call · A short questionnaire, then pick a time
Client Stories
What Clients Did With It
The number is where it starts. What they did with it is the point.
Year-1 tax savings: $311,967
Individual results. Your plan will be built around your own situation.
What Planning Forward Changed for Them
Real clients, in their own words.
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Book a Free Discovery Call
Free 30-minute call · If we can't help you, we'll tell you.
Not Ready to Talk Yet?
Build Your Keep More Plan
A conservative, personalized starting point, built from a few questions about your income and goals.
We'd rather show you a number you can believe than one that sounds too good. So the Keep More Plan is conservative on purpose. It shows how much more could go toward your goals as a cautious range, and what we'd want to confirm with you before promising anything.
Build My Keep More PlanAbout 2 minutes · Conservative by design · No call required
Common Questions
Watching hardworking families preserve what they built and do more good with it. We got into this because we saw too many doctors, business owners, and operators hand six figures to the IRS every year while their CPA said nothing could be done. We plan forward, and we measure our success by what our clients keep. When a client tells us their tax savings funded a child's college, a home, or a cause they care about, that's what drives us.
We work with individuals and families with $500K or more in annual taxable income, and with anyone planning a $1M+ exit from a business, stock position, real estate, or another major asset. That includes W-2 earners, business owners, 1099 earners, and investors. Below that level there usually isn't enough room for planning to pay for itself, and we'd rather tell you that up front.
Your CPA looks back: they report what already happened, and that work matters. We look forward, to next year and five years out, and structure your income, entities, and investments before the year closes so you keep more of what you earn. You don't have to replace your CPA. The two roles work well together.
Many plans produce savings in the first tax year. The assessment typically takes two to three weeks from the time we receive your documents to your plan review. The bigger question is what happens if you wait too long: most planning decisions have to be in place before the tax year closes, so the earlier you start, the more of the year is still yours to plan.
The discovery call is a free, 30-minute conversation about your income, your tax picture, and what you'd want the money to do. There's no cost and no obligation. If we can't help you, we'll tell you. If we can, we'll explain what the tax planning assessment includes and what it could uncover for you.
Yes. Every plan is built on established provisions of the Internal Revenue Code, and every plan is reviewed before it reaches you. We keep plans conservative on purpose, so they're built to last, year after year, even as tax law changes.
The discovery call is free. If there's a fit, the next step is a tax planning assessment, which is $2,500 and is credited toward implementation if you move forward. Think of it as reallocation rather than cost: your tax dollars are going somewhere either way, to the IRS by default or into a plan you chose. Implementation pricing depends on the plan you choose, and we walk you through it at your plan review, before you decide anything.
No. Your CPA reports the past, and that work matters. We plan the future. The two roles work well together, and we coordinate with your CPA so your plan is reflected on your return.
The assessment covers document intake, a look at your goals and what fits your situation, and a detailed draft savings plan, so you see clearly what's possible before deciding anything else. Implementation takes that plan to the finish line: finalizing each piece and putting it in place so the savings go where you planned.
It depends on what your plan includes, so we price it alongside the plan and show you both at your plan review. For business exits, pricing is based on the complexity of the transaction.
To build your plan, we typically need prior-year tax returns, K-1s, W-2s, 1099s, business financials, trust documents, equity compensation details, and any other relevant supporting documents. Sending these promptly helps us move quickly and catch time-sensitive opportunities.
Our minimum goal is for every client to be cash-positive, meaning the tax savings outpace the cost of working with us. Beyond that, the outcome we measure is the one you named: the college fund, the down payment, the second home, the legacy.
See What Next Year Could Look Like.
The college fund, the second home, the legacy: the question is when. Most planning decisions have to be in place before the tax year closes, and every month that passes is one you can't plan. Thirty minutes is enough to know where you stand.
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Free · 30 minutes · Confidential · If we can't help you, we'll tell you.
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