Shelley Carpenter

Proactive CPA Tax and Advisory Services is a Grand Junction accounting firm offering individual and small business tax advisory, bookkeeping, monthly or quarterly financial statements, and tax return preparation. Individual work includes year-round tax planning, retirement tax planning such as IRA contributions and Roth conversions, capital gains management, and quarterly estimated payments for self-employed people. Business clients can get help choosing an LLC, S-Corp or C-Corp structure, planning for growth, and setting owner compensation.

Shelley Carpenter, a CPA, leads the firm and works with clients on tailored plans. Calls are answered within 24 hours, and the firm is known for explaining tax topics in plain language. Prospective clients can book a discovery call through the website. The office is at 1114 N 1st Street in Grand Junction.