ProActive Tax Solutions

Just started working with this lady and her team today. Love her incisive brain, her wit, her focus. Sharp, sharp, sharp. Knows just how to get to the kernel of the issues, educate her client swiftly and begin problem solving immediately. Long phone call before I’d even signed her engagement letter. Engagement shmagement, I’m ready to marry Georgia Rogers.
I’ve spent the last couple of years digging mom (deceased) and dad (sick) out of tax issues, most of that time fighting for months on end to get timely response from my father’s old, fancy, San Francisco CPA firm — a very white shoe kinda place (no, I’m not naming them, however tempting).
After 10 months — yes 10 months — of waiting for a reply to my pleas (and attorney’s letters) for the PREVIOUS firm’s work product, and pleas for them to finish what they started, I just plain lost my sh*t and decided to… a) call the managing partner and complain, then b) get somebody else — screw the white shoes, man. I just wanted a good tax preparer with her head screwed on straight who answers my calls and takes our family matters seriously.
Georgia Rogers is that woman.
There doesn’t appear to be a Unilocal emoji for «tax preparer with angel’s wings.» There should be. Although frankly I kind of see her swinging a rifle and wearing a badge… wearing a t-​shirt that says «Hi, I’m Georgia and I’m here to fix your sh*t. Anybody gets in my way? Pow!»

Georgia seemed great at first but was non-​transparent with her pricing, charged me triple what we had discussed, and then raised her voice and became confrontational when I simply noted the change asked to go over the bill. I literally had to back away slowly out of her office. After mulling it over I just paid the bill instead of fighting with her, but I definitely felt bullied and ripped off. Other than this as far as I know, she optimized my return.

Receiving a letter from the IRS is very stressful, but I am so glad Georgia of Proactive Tax Solutions was referred to us. Every time I met with Georgia she put my mind at ease and advised me how to organize my documents for the audit. She is straight forward and very competent in dealing with an audit situation. If I can give her more than 5 stars I would, she has my business now going forward.

I recommend Georgia and Proactive Tax Solutions because of the great work she does and because of her stellar reputation. She is knowledgeable and responsive. I feel comfortable in her ability to fight IRS audits and keep me informed about my position.
It’s definitely worth giving Georgia a call.

In May of 2012 I got an evelope from the IRS, I thought it was my refund check, it was actually and invitation to come in for an «informational interview». I had to read it three times to realize I was being audited! I hired Georgia of «Proactive Tax Solutions» to represent me. After two months I got a second letter, I only owed $ 400. Georgia said «don’t pay it, we will get it down to zero», and that is exactly what she did.
Georgia Rogers is an «enrolled agent», from the IRS website:
«An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-​part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. They must adhere to ethical standards and complete 72 hours of continuing education courses every three years.»
If you or anyone you know in the San Francisco Bay Area is being audited by the IRS, have them contact «proactive tax solutions» right away!
Business Phone: (415) 924‑6240