Client Onboarding & Intake
Complete the short intake survey and upload documents via our secure link. After you choose your profession, your document checklist and upload link will update automatically.
Step 1 Complete Intake
Intake Survey
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About ProBiz Tax Advisors, LLC
ProBiz Tax Advisors, LLC helps owners, professionals, and investors scale without growing their tax bill. We combine proactive planning with clean books, timely closes, and audit-ready documentation, so your decisions are backed by real numbers and your compliance is handled before it becomes stress.
We execute through a clear four-step tax reduction approach:
![Records Review icon](data:image/svg+xml;utf8,<svg xmlns="http://www.w3.org/2000/svg" width="72" height="72" viewBox="0 0 24 24" fill="none" stroke="%231B4D3E" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg>)
1) Previous Tax Records Review
We analyze up to four years of prior tax returns to identify unclaimed deductions, missed credits, and compliance gaps.
![Tax Recovery icon](data:image/svg+xml;utf8,<svg xmlns="http://www.w3.org/2000/svg" width="72" height="72" viewBox="0 0 24 24" fill="none" stroke="%231B4D3E" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M21 15v4a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2v-4"/><polyline points="7 10 12 15 17 10"/><line x1="12" y1="15" x2="12" y2="3"/></svg>)
2) Tax Recovery
We prepare and file current or amended returns to capture eligible deductions and credits based on our findings.
![Strategy icon](data:image/svg+xml;utf8,<svg xmlns="http://www.w3.org/2000/svg" width="72" height="72" viewBox="0 0 24 24" fill="none" stroke="%231B4D3E" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"/><polygon points="16 12 12 8 8 12 12 16 16 12"/></svg>)
3) Tax Strategy & Implementation
We build a proactive, customized plan aligned with your goals and implement steps to maximize deductions, credits, and deferrals.
![Monitoring icon](data:image/svg+xml;utf8,<svg xmlns="http://www.w3.org/2000/svg" width="72" height="72" viewBox="0 0 24 24" fill="none" stroke="%231B4D3E" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><polyline points="3 6 5 6 21 6"/><path d="M19 6v10a2 2 0 0 1-2 2H7a2 2 0 0 1-2-2V6"/><line x1="9" y1="10" x2="9" y2="16"/><line x1="15" y1="10" x2="15" y2="16"/></svg>)
4) Monitoring & Adjustment
We conduct quarterly reviews to measure performance and adjust your plan as laws and goals change.
Client Results & Testimonials
Real owners. Real savings. Real transformations in clarity and control.