ProActive Tax Planning

How much do you pay in taxes?

If you run your own business or manage investments, you rely on information. Information on products, markets, and customers. Information to make money. And information to keep money.

You rely on your accountant for some of your most important information. But what does your accountant actually do with that information?

At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to do anything more.

Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day.

If you feel like you pay WAY TOO MUCH in TAXES, you are not alone! In fact, the Government Accountability Office (GAO) thinks you pay too much too! They estimate that taxpayers overpay taxes by about $945 million each year due to mistakes they and their tax preparers make on their tax returns!

A large percentage of the population is working harder and harder yet receiving less in return for their efforts. With rising prices, higher taxes, and stagnant pay, the middle-class dream has slowly turned into a nightmare. The fantasy of retiring at an early age to relax on the beach has been replaced by a seemingly infinite number of additional working years.

We meet with clients all the time who desperately want to invest in different asset classes but never feel they have sufficient money to get started. What people don’t realize is that one of the first places to start looking for extra money is in their own pocket.

So just how exactly do you start on this path to saving taxes? The answer is simple: ProActive Tax Planning.

To minimize 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.”

It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late.

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

Imagine what could happen if you could plan how much you pay in taxes and when you pay. We will help you legally earn more; keep more of what you earn, and PAY LESS TAX!

The goal of a ProActive Tax Strategy is to help you keep more of what you earn by using legal tax deductions and loopholes that allow you to take control of your taxes!


When you make the choice to work with Commpex Tax Strategies for ProActive Tax Planning, you are making an investment. Like any other investment, you must get a return on your money! The benefits you’ll get from a ProActive Strategy will come to you in one of many ways:

  • Less tax liability

  • Protected assets

  • Enhanced wealth building capabilities

  • Peace of mind from knowing that you have an expert financial team that supports you so you can concentrate on what you do best!

  • Accountability - we stand behind what we deliver

We have hundreds of clients who pay thousands less in tax now than before they met us.

Whom Do We Serve

Our ProActive Tax Planning clientele include but not limited to:

  • Small to Medium Size Business Owners

  • Physicians and Dentists

  • Medical Services

  • Real Estate Owners

  • Passive and Active Investors

  • Restaurant Owners

  • High Earners

  • High-Net-Worth Individuals.

Reduce Taxes | Protect Assets | Amplify Wealth

Let's Strike Up a Conversation

Have Questions? Call us at (858) 349-2298 and let us show you how our expertise can save you in the long run.

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