Expert Tax Advisory Services
in Orlando, FL
Unlock Your financial Potential with Personalized Tax Strategies
At TaxPro 365 LLC, we go beyond basic tax preparation to deliver strategic tax advisory that empowers you to minimize liabilities, maximize deductions, and optimize your financial future. Led by Avi Bastajian, a Certified Professional Tax Preparer and Main Street Certified Tax Advisor with over 24 years of experience serving more than 10,000 clients, our advisory services provides year-round guidance tailored to Orlando’s unique economic landscape. Whether you’re growing entrepreneur, real estate investor, or family navigating credits and deductions, we’re your proactive partner in financial success.
Schedule a Free Consultation Today- Let’s decode the tax code together and turn complexity into opportunity.
Our Comprehensive Tax Advisory Services
We customize our approach to your needs, offering flexible, results-driven solutions:
1. Personal Tax Optimization
- Maximize family credits (e.g., child tax credits, education deductions).
- Strategize for freelancers and gig workers to deduct home offices and travel.
- Plan for life events like marriage, relocation, or retirement.
2. Business Tax Strategies
- Structure startups and small businesses for tax efficiency from day one.
- Optimize payroll, entity selection, and quarterly estimates for Orlando entrepreneurs.
- Leverage deductions for real estate investors, including depreciation and 1031 exchanges.
3. Investment & Asset Advisory
- Capitalize on Florida’s no-state-tax parts for real estate and solar investments.
- Develop long-term plans for capital gains, charitable giving, and estate transfers.
- Audit-proof your portfolio with compliant, wealth-building tactics.
4. Year-Round Support & Compliance
- Quarterly reviews to adjust strategies as your finances evolve.
- IRS representation preparation and risk assessment.
- Educational resources to empower-with tax knowledge.
Every Advisory engagement starts with a deep-dive consultation, followed by a personalized roadmap-all powered by advanced tools and our unwavering commitment to your success.
Why Tax Advisory Matters Now More Than Ever
In Florida’s tax-friendly environment-with no state income tax and booming opportunities in tourism, real estate, and creative industries- smart tax planning isn’t optional; it’s essential. Our advisory services help you:
- Stay Ahead of Changes: Navigate evolving IRS rules, solar energy credits, and federal updates without the guesswork.
- Minimize Your Tax Burden: Identify overlooked deductions and credits to keep more of your hard-earned money.
- Plan for Growth: align tax strategies with your business or personal goals from startup structuring to investment optimization.
- Avoid Costly Surprises: Benefit from quarterly check-ins and proactive advice to prevent audit risks and compliance issues.
Why Choose TaxPro 365 LLC for Tax Advisory?
- Proven Expertise: Over 24 years and 10,000+ consultations mean we know the nuances of federal Florida taxes inside out.
- Personalized & Proactive: We’re not just advisors-we’re your year-round allies, offering concierge-level service with regular touchpoints.
- Local Orlando Focus: Tailored insights for Central Florida’s vibrant economy, from theme park pros to tech startups.
- Results That Matter: Our clients consistently save thousands through smarter strategies, with zero tolerance for errors.
- Stress-Free Process: Approachable, transparent communication that demystifies taxes and builds your confidence.
Ready to Optimize Your Taxes Today?
Don’t let missed opportunities drain your finances. Contact us for a complimentary 30-minute tax strategy session. We’ll review your situation, spot quick wins, and outline a custom plan- all at no obligation.
