Proactive Advisory Group was formed following the merger of Accountability Services and Proactive Tax & Advisory, combining decades of experience into a single team. Joining our shared values and diverse talents has allowed us to expand service lines and deliver enhanced outcomes for our clients.

As the firm of the future, we empower others with education, accountability, and partnership while delivering advisory, strategy, compliance, and long-term financial guidance in one unified experience.

Connecting tax strategy, business guidance, personal goals and wealth management simplifies your road to success. Our team is committed to helping you see what’s coming next, so you can make financial decisions with confidence.

Proactive Advisory Group

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Proactive Advisory Group

Org chart

Teams

Offices

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