PFS Tax, Inc.

Creating synergies within all areas of your financial life.

Accountant in North Attleborough, MA (show on map)

5.0

★★★★★

6 reviews

Proactive Financial Solutions 360 provides integrated financial planning, tax, accounting, wealth management, and life transition services to help clients achieve financial peace of mind.

Call (508) 316-9360

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About

Proactive Financial Solutions 360, LLC offers comprehensive financial planning, tax, accounting, wealth management, and life transition services. Their 360° methodology integrates all aspects of a client's financial life, providing personalized, proactive, and objective guidance.

Services include tax preparation, accounting, financial planning, wealth management, life transition planning, divorce financial planning, and more. The firm emphasizes organization, accountability, objectivity, and proactivity, building partnerships based on empathy, kindness, and humor to help clients achieve their financial goals with confidence and peace of mind.

Integrated 360° financial planning approach

Personalized, proactive, and objective financial guidance

Comprehensive tax, accounting, wealth management, and life transition services

Services

Tax Services

Comprehensive tax preparation for personal, business, and fiduciary clients, including tax projections to anticipate liabilities and plan effectively.

Accurate tax filings Maximizing deductions Tax projection services

Accounting Services

Meticulous bookkeeping and financial reporting tailored to personal, business, and fiduciary financial management.

Accurate bookkeeping Clear financial insights Compliance support

Financial Planning

Guidance on savings, investments, and planning for major life events tailored to individuals, businesses, and fiduciaries.

Goal setting Investment strategy Major life event planning

Wealth Management

Tailored financial plans and investment strategies focusing on strategic asset allocation to maximize diversification and manage risk.

Personalized financial plans Strategic asset allocation Risk management

Life Transition Planning

Support for navigating significant life changes such as retirement, career shifts, or family events, ensuring financial strategies align with evolving needs.

Transition analysis Financial scenario exploration Tailored financial plans

Divorce Financial Planning

Guidance on asset division, budgeting, and future financial stability during divorce proceedings.

Asset division analysis Budgeting support Future financial stability planning

Credentials & Certifications

Certified Divorce Financial Analyst® (CDFA®)

Reviews

Rating

★★★★★

Reviews

"He was quick and knowledgeable when responding to questions."

Frequently Asked Questions

What is a Certified Divorce Financial Analyst® (CDFA®) and how can they help during a divorce? +

A Certified Divorce Financial Analyst® (CDFA®) is trained to help secure financial future during divorce by addressing unique financial concerns, providing data-driven insights, and guiding clients through the financial analysis process to achieve a fair settlement.

What topics does a CDFA® Professional help understand in a divorce? +

A CDFA® Professional helps understand personal vs. marital property, property valuation and division, retirement plans and pensions, spousal and child support, splitting the house, and tax problems and solutions.