NOW CFO

Strategic Partner

Fractional CFO Services

Official Partnership

There's a Reason NOW CFO Sent You Here.

NOW CFO gives you world-class fractional financial leadership. Taylor Proactive Team ensures that every dollar flowing through your business is structured to minimize what you hand over to the IRS — legally and permanently.

Two sides of the same coin. Complete coverage.

NOW CFO ×
Exclusively for NOW CFO Clients

What Would You Do
With $100K More
Every Year?

A college fund. A down payment on your kid's house or a rental property. A legacy that outlasts the business. NOW CFO has given you clarity on your numbers — Taylor Proactive Team makes sure you keep more of them. Most growing businesses are writing six-figure checks to the IRS they don't have to write.

Why give it to the government when you could keep it — and decide the good it creates?

Find Out What's Possible → See how it works
$1.58M+
Highest Year 1 Savings
$2.4M+
Average 10-Year Savings
63%
Average ROI Across Plans
40+
Years Combined Experience
Two Independent Teams. One Outcome.

Your CFO and Your Tax Strategist
Are Not the Same Job.

NOW CFO gives you financial clarity and operational leadership. Taylor Proactive Team gives you proactive tax strategy that keeps more of what you earn. These are complementary disciplines — and having both is what separates businesses that grow from businesses that overpay.

📊

NOW CFO Handles

Financial Operations & Leadership

  • Budgeting, forecasting & financial planning
  • Month-end close & financial reporting
  • Cash flow management & KPIs
  • Board & investor reporting
  • M&A transaction accounting
🎯

Taylor Proactive Team Handles

Proactive Tax Strategy & Planning

  • Year-round proactive tax planning
  • Cash-positive strategies that pay for themselves
  • Entity structure & income shifting
  • Exit planning & capital gains reduction
  • Quarterly strategy sessions — not once-a-year prep
No Overlap. Just Results.

Two Independent Teams,
Working Collaboratively.

Having NOW CFO and Taylor Proactive Team is not redundant — it's the complete picture. Here's exactly why.

🏗️

NOW CFO Builds the Foundation

Your fractional CFO team manages your financial operations — budgets, forecasts, reporting, cash flow. They give you the visibility to run your business with confidence.

🎯

TPT Captures What the IRS Would Have Taken

Your tax strategist works proactively — implementing legal strategies before year-end that reduce your tax burden and generate real, cash-positive returns.

⚡

Together: Complete Financial Command

Clean financials plus proactive tax strategy. Your CFO knows what you made. Your tax strategist makes sure the IRS gets as little of it as legally possible.

💡

The Simple Truth

Your CFO keeps your business financially healthy. Your tax strategist keeps more of what that business earns. Neither job replaces the other — and businesses that have both consistently outperform those that treat tax planning as an afterthought.

The Gap

Clean books don't automatically
mean a clean tax strategy.

Most businesses with excellent financial operations are still overpaying the IRS — because reporting and planning are two different disciplines.

VS

What Most Growing Businesses Experience

Reactive Tax Filing — Even With Great Financials

  • Excellent financial visibility, but no proactive tax plan
  • CPA only engages at tax season — too late for most strategies
  • No coordination between financial structure and tax position
  • Missing depreciation, income shifting, and advanced deductions
  • Paying six figures more than legally necessary every year

The Taylor Proactive Team Difference

Tax Strategy Built Alongside Your Financial Operations

  • Proactive planning that coordinates with your NOW CFO team
  • Strategies implemented before year-end — when they still count
  • Cash-positive structures that generate returns on capital deployed
  • Quarterly strategy sessions — not once-a-year tax prep
  • Advanced strategies the ultra-wealthy already use, applied to you
What We Deploy

Cash-Positive Tax Strategies
for Growing Businesses

These are examples of the strategies we use — not a menu to pick from. Every client situation is different, and we tailor the approach specifically to yours. The goal with every strategy: make sure you come out cash-positive.

⚡

Bonus Depreciation Strategies

Deploy qualifying assets to generate 100% Year 1 deductions — creating immediate, cash-positive tax relief. For every $1 invested, many clients recover more than $1 in tax savings in Year 1 alone.

🏢

Entity Structure & Income Shifting

The way your business is structured has massive tax implications. We optimize your entity setup, income distribution, and compensation structure to reduce your effective rate.

☀️

Solar & Energy Credit Strategies

IRS-compliant energy tax credits and depreciation provide powerful offsets for high-income businesses — generating meaningful returns on capital while reducing tax burden significantly.

🚪

Exit Planning & Capital Gains

Whether you're considering a partial or full exit, the tax treatment can make or break the outcome. We start planning years in advance to dramatically reduce your exposure.

👨‍👩‍👧

Retirement & Family Structures

Strategic retirement contributions, family employment structures, and the Augusta Rule give growing business owners foundational tools to shift income and build tax-advantaged wealth.

🎁

Leveraged Charitable Strategies

Create meaningful charitable impact while generating substantial tax optimization — particularly powerful for business owners with large income events or planned liquidity events.

Actual 2024 Plans

Real Client Results

Not projections. Not estimates. Actual savings delivered.

$1,061,895
Year 1 Tax Savings
Investment
$654,766
Tax Savings
$1,061,895
Net Gain Y1
+$407,129
10-Year Projected: $4,020,314
Adjustment to Income Business Optimization Retirement Planning Income Shifting
$311,967
Year 1 Tax Savings
Investment
$170,000
Tax Savings
$311,967
Net Gain Y1
+$141,967
10-Year Projected: $2,014,667
Asset Investment Retirement Planning Business Deductions
What Clients Say

Results Speak.

The discovery call was eye-opening. By the end I knew exactly what I was leaving on the table every year. The plan they built was thorough, legal, and already saving us money.

SK
Sarah & David K.
Physicians · Dual-income household

My old CPA never once proactively reached out. Taylor Proactive Team meets with us quarterly. That level of attention changes everything about how you run your finances.

JT
James T.
Real Estate Investor
What Happens Next

We Prove Value
Before You Commit.

We do the work first. No long-term obligation until we've shown you exactly what's possible for your situation.

01
We Do the Work First
Our team deep-dives into your returns, business structure, and income sources. No charge, no commitment.
02
The Review Call
We present your custom plan — exact savings, exact strategy. You see the numbers before you decide anything.
03
Implementation
Only if you move forward. We won't discuss pricing until we've proven the value. That's our commitment.

Find Out What You're
Leaving Behind.

30 minutes. No obligation. Walk away knowing exactly what proactive tax planning could mean for your business.

Book My Free Discovery Call →

No obligation · 30 minutes · Confidential

FAQ

Common Questions

What drives your team? +
We got into this because we watched too many business owners — people who had their financials dialed in — still hand over six figures to the IRS every year while their CPA said there was nothing to be done. We don't believe that. Our mission is proactive: plan ahead, coordinate strategy year-round, and measure success by what our clients keep. When a client tells us their savings funded their kid's education, a new property, or their family's future — that's what drives us.
What's the connection between NOW CFO and Taylor Proactive Team? +
NOW CFO and Taylor Proactive Team are strategic partners. NOW CFO provides fractional financial leadership and accounting operations. We provide advanced proactive tax strategy. Together, clients get complete financial and tax coverage — two firms, one unified approach to keeping more of what you earn.
Who qualifies for these strategies? +
Individuals and business owners with over $500K in taxable income — including W-2 employees, business owners, 1099 earners, those with significant capital gains, and anyone with a business exit over $1 million. If you're paying six figures in taxes, you almost certainly qualify.
Are these strategies legal? +
Absolutely. Every strategy we implement is fully compliant with the Internal Revenue Code. These are deliberate provisions in tax law — not loopholes — that most CPAs simply don't use. Every implementation is backed by legal opinion letters and documented compliance steps.
How is this different from what my current CPA does? +
Most CPAs practice reactive tax filing — they report what happened. We practice proactive tax planning, structuring your financial life in advance so you keep significantly more of what you earn. We work alongside your existing team, not against it.
How quickly can I see results? +
Many strategies generate savings in Year 1. Some clients see six-figure tax reductions that same year. The assessment process typically takes 2–3 weeks from document submission to your savings plan review.
How much do your services cost? +
We begin with an initial assessment fee of $2,500. Ongoing proactive strategy packages are available at $350, $650, or $1,350/month depending on the complexity of your financial picture. We walk you through everything after proving the value — never before.
How do you handle audit risk? +
Audit support is built into our service agreements. Every strategy we implement is backed by legal opinion letters and documented compliance steps. We don't implement anything we can't defend.
What documents do you need to get started? +
Typically: prior-year tax returns, K-1s, W-2s, 1099s, business financials, trust documents, and equity compensation details. Many NOW CFO clients already have these organized — which means we can move fast.
What if I'm not the right fit yet? +
If you're not yet at the threshold where our advanced strategies make sense, we'll refer you to trusted partner firms who are the right fit for where you are now. We'd rather do that than take on a client we can't genuinely help.
What confidentiality measures are in place? +
We use TaxDome for secure document exchange, encrypted communications, and tightly controlled access to all sensitive information. When the engagement warrants it, we also execute NDAs. Your financial privacy is non-negotiable.