Pro • ac • tive [prōh-ak-tive] -adjective

Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one; anticipatory: proactive measures to save tax.






If you run your own real estate business or manage your properties and investments, you rely on information. Information on products, markets, and customers. Information to make money. And information to keep money.

You rely on your accountant for some of your most important information. But what does your accountant actually do with that information?

At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to do anything more.

Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day.

Is that all you really want?

Here’s How to Beat the IRS. Legally!

To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”

It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late.

Have you organized your business and investements right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?​

We partner with business owners and investors throughout the United States. We have the experience -- and more important, the proactive attitude -- to give you more than just a history lesson.

How We’re Different

We're Bill and Laura Bourbonnais, and we started Bourbonnais Tax Associates to offer a different kind of service. We don’t just record the history you give us. We go beyond, to give you proactive advice and strategies to help you earn more and keep more.

We're different because Bill is a Certified Tax Coach, a Certfied Tax Strategist, and an Enrolled Agent, and Laura is a Tax Strategist, Enrolled Agent, and a Realtor®. We speak real estate AND tax. 

We give you our Tax Profit Map™:  a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes.

The “other guys” settle for after-the-fact planning. Too often, that means outdated information, nasty surprises on April 15, and no feeling of control. Bourbonnais Tax Associates gives you ongoing coaching and proactive solutions. You enjoy total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams.

The “other guys” offer the same old solutions, year after year. That means paying too much tax! Bourbonnais Tax Associates gives you customized strategies. You profit from personalized solutions for your situation that reduce your tax.

The “other guys” offer business as usual. Bourbonnais Tax Associates gives you flexible planning. You enjoy complete certainty that you’re making the right decisions for your business and real estate investments.

The “other guys” offer “see you next year” service, with limited contacts except at tax time. (And invoices for phone calls and even emails!) Bourbonnais Tax Associates offers ongoing support. That means year-round contact, support, direction, and accountability.

What’s the bottom line?

• We empower you to achieve your dreams.

• We educate you in a language you understand - we speak Real Estate AND Tax! (We save the tax geek gobbledy goop for all those lively tax pro membership club meetings)

• We highlight areas in which you are strong and those that need improvement

• We help you set goals and help hold you accountable to achieve your dreams

• We design and help you implement innovative, customized tax strategies that minimize your taxes and your risk of audit

Now that you’ve seen how we can help you, take the next step. Click below to see if you're eligible for a Free Profit Map™ Tax Diagnosis. We’ll identify the mistakes and missed opportunities that may be costing you thousands of dollars per year, then show you how to craft a plan to cure them.

Bourbonnais Tax Associates LLC
​Your Real Estate Tax Pros™

Your Bourbonnais Tax Associates LLC @2025 - PO Box 98116, Raleigh, North Carolina 27624
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