Proactive Tax & Advisory in Babylon, New York, and Accountability Services in Seattle merged and rebranded under the name Proactive Advisory Group, continuing the trend of a consolidation across the profession.
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PAG aims to provide a virtual family office experience, offering advisory, accounting, tax and wealth management services to individuals and business owners across the U.S. It has five partners, including Accountability Services’ Dave Fischer, who will serve as PAG’s CEO, and over 35 employees.
While the firm has full remote capabilities, it still has seven offices in Seattle; Boulder, Colorado; Long Island, New York; Washington, D.C.; Mount Kisco, New York; Brunswick, Maine; and Delray Beach, Florida.
“The days of an accountant simply being a historian are behind us,” Fischer said in a statement. “Looking backwards no longer provides the value it once did. To be a client’s most relevant advisor today and into the future, we must have the ability to provide guidance for what’s happening next. That is the experience Proactive Advisory Group is designed to deliver.”
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