Proactive Tax Planning & Strategy in McAllen, Texas
Year-round tax strategy, entity structuring and precision bookkeeping for established business owners in real estate, healthcare and logistics, across the RGV and all of Texas.
- Enrolled AgentU.S. Treasury authorized
- 10+ yearsTax planning & preparation
- 5.0 on GoogleFrom client reviews
Financial clarity for high-growth enterprises
Strategic tax advisory, entity structuring and precision bookkeeping for established business owners across Texas, from our office in downtown McAllen.
- Strategic tax advisoryA written, year-round plan reviewed before major decisions, not after filing season.
- Entity structuringThe right mix of LLCs, S-Corps, partnerships and holding companies for how you earn and grow.
- Precision bookkeepingMonthly reconciled books and reports that support every tax position we take.
Real estate investors, healthcare practices and logistics operators, each with a year-round plan built around how the business earns, spends and grows.
Most accounting looks backward. Tax strategy looks forward.
Many investors and growing companies in real estate, healthcare and logistics pay more federal tax than the law requires for one simple reason: their accounting focuses on last year’s compliance instead of next year’s decisions.
Proactive Tax Advisors LLC was founded in McAllen to change that. We build a year-round tax plan around how your business actually earns, spends and grows. Entity choices, compensation, depreciation and major purchases are timed on purpose, not discovered at filing time.
- Planning meetings before year-end, not after it
- Clean, audit-ready books that support every position we take
- Quarterly check-ins so the plan keeps up with your business
Tax and accounting services built around planning
Every engagement starts with strategy. Tax preparation and bookkeeping then support the plan.
Tax Planning & Strategy
Year-round planning, entity structuring and S-Corp compensation strategy to reduce tax within the Internal Revenue Code.
Explore tax planningTax Preparation
Accurate business and individual returns for partnerships, S-Corps, C-Corps, Schedule C and multi-state filings.
Explore tax preparationBookkeeping & Reporting
Monthly reconciliations and financial statements you can use to make decisions and that your tax plan can rely on.
Explore bookkeepingDeep focus on three industries with complex tax profiles
Specialization matters. We concentrate on sectors where the right planning decisions carry the most weight.
Real Estate Investors & Developers
Passive loss rules, real estate professional status, cost segregation and 1031 exchange timing.
Real estate tax planning
Healthcare Practices & Physicians
Entity selection, reasonable S-Corp compensation, Section 179 equipment planning and clean practice financials.
Healthcare tax planning
Logistics & Fleet Operators
Multi-state nexus, fleet depreciation schedules and margin-per-mile visibility for carriers and brokers.
Logistics tax planningA federal tax specialist on your side
Proactive Tax Advisors LLC is led by founder Franklin Mboh-Eyambe, EA. An Enrolled Agent (EA) is a tax practitioner federally authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. EAs earn the credential by passing a comprehensive federal tax exam and keep it through annual continuing education.
Unlike generalist accounting providers, our practice is dedicated to federal tax law, multi-entity structuring and allowable tax minimization.
Meet Franklin
Rated 5.0 on Google
What clients say about working with Franklin and the team.
Google review“Franklin and his team have consistently delivered excellent service.”
Google review“Franklin brings heart and knowledge to his work and has such great work ethics.”
Google review“Highly recommend their services!”
From first call to a year-round plan
Discovery consultation
A focused conversation about your business, entities, income sources and goals.
Tax & entity review
We review prior returns, entity elections, compensation and books to find gaps and opportunities.
Strategy roadmap
You receive a written plan with priorities, timing and the documentation each step requires.
Year-round execution
Bookkeeping, quarterly check-ins, estimated payments and filings, all aligned with the plan.
The Tax Season Survival Guide for business owners
A practical 10-page guide to key business tax deadlines, choosing a filing structure, deduction and credit strategies, record-keeping, extensions and the most common penalties to avoid. Educational content only, not tax advice for your situation.
Download the Free Guide (PDF)Quick answers
What is an Enrolled Agent?
Do you only work with clients in McAllen?
What does a first consultation involve?
Ready to plan ahead instead of catching up?
Book a consultation. We will review your returns, entities and goals, then outline the planning opportunities worth exploring.