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← Back to Top 9 Bookkeepers in the McAllen-Edinburg Area, TX (2026)Proactive Tax Advisors LLC
Evidence Score 66/100 at 86% evidence coverage 1 of 9 on the McAllen-Edinburg area list How the score works
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2022
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: startups (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Proactive Tax Advisors LLC | home page | |
| Website | https://progtax.com/ | home page Sep 26, 2026 | |
| Office locality | McAllen, TX | home page Sep 26, 2026 | |
| Phone | +19568979555 | home page Sep 26, 2026 | |
| Offers bookkeeping | Documented: ...& Strategy in McAllen, Texas Year-round tax strategy, entity structuring and precision bookkeeping for established business owners in real estate, healthcare and logistics, across... | home page | |
| Monthly bookkeeping | Documented: ...Schedule C and multi-state filings. Explore tax preparation Bookkeeping & Reporting Monthly reconciliations and financial statements you can use to make decisions and that your... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...catching up on months or years of records See how bookkeeping feeds our tax planning Catch-up bookkeeping and QuickBooks cleanup Behind on your books? Many business owners come to... | /bookkeeping | 5 pts (max 5) |
| Payroll coordination | Documented: ...financial statements Profit and loss, balance sheet and cash-flow view you can act on. Payroll coordination Payroll recorded accurately and aligned with owner-compensation... | /bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...filings. Explore tax preparation Bookkeeping & Reporting Monthly reconciliations and financial statements you can use to make decisions and that your tax plan can rely on. Explore... | home page | 6 pts (max 6) |
| Industries served (documented) | startups | /faq Sep 26, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks | /bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...from preparing returns to designing strategic tax plans. Our areas of specialization include: Individual Tax Preparation We provide expert guidance to maximize deductions and... | /about-us Sep 26, 2026 | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...of Our Bookkeeping Services: Accurate tracking of income, expenses, and cash flow. Monthly reports to help you understand your financial health. Payroll management and expense... | /bookkeeping Sep 26, 2026 | 4 pts (max 4) |
| Named contact / team | Franklin Mboh-Eyambe, EA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Yes. Many clients across the Rio Grande Valley and Texas meet with us by secure video call and share documents through our client portal. What should I bring to a first... | /contact-us | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: PROACTIVE TAX ADVISORS L.L.C. · SOS file 0804492069 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2022-03-25 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 27, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-11-10 (Firm's own website): AP / AR (0 pts, max 4).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Proactive Tax Advisors', 'PROACTIVE TAX ADVISORS L.L.C.' in McAllen, TX on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists PROACTIVE TAX ADVISORS L.L.C. (SOS file 0804492069), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2022-03-25 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Proactive Tax Advisors LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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