Strategic guidance to help you keep more of what you earn—backed by personalized insights and proactive advice.
Efficient, accurate filing for both personal and business taxes—so you can focus on what matters most.
Answers, updates, and expert help whenever tax-related questions or needs come up during the year.
At Proactive CPA, I specialize in helping busy coaches and consultants uncover maximum tax savings—while reducing the time and stress typically associated with taxes. As both a CPA and a Certified Tax Coach (CTC), my goal is to deliver high-ROI, personalized tax strategies tailored to your unique business. While I am based in Lancaster, PA, I am experienced in serving clients across the country.
My clients enjoy working with me because I keep things simple, efficient, and effective. Last year on average, I helped clients identify $29,000 in tax savings, while providing an average ROI of 1,800%. I believe in doing everything with excellence, staying responsive, and treating my clients like family. Whether I am working on creating a custom tax plan for you, or handling your tax filings, you can expect clear proactive tax solutions, and top-tier service every step of the way.
– Kyle Beltle, CPA, CTC
Clients uncover significant savings—averaging $29,000 per year through proactive planning.
Most clients see a high return on investment, often exceeding 1,800%.
My streamlined approach minimizes the time you need to spend on taxes.
A limited client roster means fast replies, individual attention, and a relationship built on trust.
Make sure you’re always up to date! The resources in my blog provide you with all the info you need to make sure you have the best understanding of your taxes.
If you have any questions I’m more than happy to talk through them with you. Get in touch today with questions or concerns.
