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Tax-Focused Financial Planning for Professionals

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Pro Financial Services Group, Inc. is a full-service Financial and Tax Advisory firm committed to helping our clients achieve their ideal lifestyle with financial confidence. We integrate investment and tax expertise to provide a comprehensive approach, optimizing after-tax returns and supporting every stage of your financial journey. Leveraging our credentials, our team delivers tax-efficient strategies to help you retain more of your earnings and pursue your long-term goals.

Services
How Can We Help You?

We offer a variety of financial services to provide you with a simple, understandable roadmap to take you where you want to go.

Who We Are

Who We Are

Learn more about Pro Financial.

About Us
Financial Planning for Professionals

Financial Planning for Professionals

We specialize in financial planning for Professionals

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Tax Advisor for Real Estate Investors

Tax Advisor for Real Estate Investors

Click below to see how we can help you in your real estate investing journey.

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Tax Preparation & Planning

Tax Preparation & Planning

Click below to see info on how we Prepare your tax return and how we can help save you money through tax planning

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Get To Know Us

Michael Procaccio

Michael A. Procaccio, E.A., M.B.A.

Founder, Financial & Tax Advisor

Michael Procaccio II

Michael A. Procaccio II, E.A.

Financial & Tax Advisor

Christine Kurek

Christine B. Kurek, E.A.

Senior Tax Advisor

Denise Procaccio

Denise M. Procaccio

Operations Manager

Click Here to View the Full Team
Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
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Planning, Saving, and Spending Over a Lifetime

Planning, Saving, and Spending Over a Lifetime

Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
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Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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