Expert tax advisory tailored to your unique needs.
Over 10,000 Tax Returns Reviewed
THE TAX INDUSTRY IS BROKEN
Trusted Tax Strategists & Accounting Professionals
We provide our clients with the best in planning services to help them reach financial success. Our team of experts specialize in a variety of disciplines within the tax field, including estate planning, business consulting, accounting, wealth management and more. We strive to make filing taxes simple and straightforward for all types of businesses. By utilizing our advanced technology and integrated approach to taxes, we are able to deliver an unparalleled level of service that helps you achieve long-term success. If you’re looking for guidance on how to minimize your taxes while ensuring compliance with applicable laws, look no further than us! With our expert advice and support, you can rest assured that your taxes will be prepared properly and accurately.
OUR APPROACH
Our team of experts can help you understand the latest changes in tax laws, so you can maximize deductions and credits. We will work with you to develop a plan that is tailored to meet your individual needs and goals. We are passionate about helping our clients reduce their taxes as much as possible, while remaining compliant with all applicable laws. We are here for one purpose: to save you money!
OUR PROCESS
Our team of experts will analyze your unique situation and provide sound advice on the best strategies to reduce your tax burden.
We take a holistic approach to taxes: from understanding how different investments impact your tax liability, to looking for ways to lower capital gains taxes or reduce payroll taxes. We can help you with every aspect of your business taxes—from sales and use tax considerations, to filing quarterly returns and more. Our goal is simple: minimize your tax liabilities while complying with all applicable laws.
OUR SERVICES
Our tax strategists not only prepare your taxes but provide guidance on how to structure investments, set up retirement accounts, and optimize deductions. We are also experienced in business consulting services such as entity selection and restructuring for maximum savings.
We use advanced technology and data analysis to identify discrepancies and opportunities for our clients that other CPA firms miss. Our team of experts will guide you through the entire process so you can make informed decisions about your finances.
Ultimately, Prosperity Tax Advisors puts money back into the pockets of individuals, businesses, and organizations of all sizes. With our comprehensive tax services, we are able to maximize potential savings while reducing risk at every step along the way!
OUR GUARANTEE
At Prosperity Tax Advisors, we guarantee that your taxes will be handled with the utmost professionalism and precision. Our team of experienced professionals provides comprehensive tax advice that meets both current and future goals. We value our clients' time and strive to deliver enduring value with every service we provide.
20+
YEARS OF
SAVING
CLIENTS
THOUSANDS
ON TAXES
Practice Areas
Tax Assessment
Our team becomes your team. We assess your tax situation, develop a focused strategy, and show you how our tax strategies save you thousands of dollars each year
Our proactive approach to tax strategy means we get out ahead of the game with hard-hitting tax strategies that are reliable, legal and effective
Tax Strategy
Tax Implementation
We meet with you monthly or quarterly, review your business financials. Personal expenses and implement core strategies proactively so you never overpay on taxes again. We prescribe advanced tax strategies whenever you are in high tax brackets year over year.
Why Choose Us
Tax Strategists & Tax Professionals
Detailed-Oriented and Personalized Touch
Our team works diligently to deliver superior tax preparation, research, planning, and compliance services. We strive for accuracy in all we do so your filings will be properly and accurately prepared. With our reliable expertise at the ready, you can rest assured knowing your financial future is secure! Contact us today to discuss how Prosperity Tax Advisors can help you keep more of what you have earned. We look forward to hearing from you soon!
Comprehensive Tax Plan
Comprehensive tax planning aims to reduce your taxable income and bring you into compliance with the law. It includes making financial decisions such as selecting suitable investments, retirement planning, earnings distribution planning, estate planning, and charitable giving to achieve the best outcomes.
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Legal Entity Optimization
Legal Entity Optimization helps to streamline corporation structures and improve operational efficiency by eliminating redundant legal entities. This process involves examining and assessing the company's existing legal entities, their activities, and current compliance with relevant laws and regulations. Aspects of this optimization can include consolidating legal entities, reorganizing corporate governance, and leveraging tax strategies for greater savings.
Asset Protection/Insurance
Asset protection is a form of risk management used by individuals, businesses, and organizations. It is designed to protect their assets from the threats of creditors, lawsuits, bankruptcy, and other risks. Aspects of asset protection include setting up legal entities like limited liability companies or trusts to shield some assets, utilizing insurance plans and tax strategies to reduce the effects of any losses, and other measures to ensure financial security in the event of unexpected situations.
Retirement Planning
Retirement planning is a vital part of financial security and peace of mind. It involves creating a tailored plan for saving, investing, and managing money over one's lifetime in order to ensure that enough funds are available for retirement. Retirement planning requires thoughtful consideration of short-term and long-term goals and objectives. It includes establishing an emergency fund, budgeting, reducing debt, using tax-advantaged savings vehicles like 401(k)s, IRAs, 529 plans, Roth IRAs and other investment accounts, protecting yourself from inflation risk with investments in stocks or bonds, selecting the right insurance policies to minimize risks like life insurance or disability insurance, and considering Social Security benefits when making decisions.
Wealth management plays an important role in comprehensive financial planning. To ensure a secure financial future, one must understand the aims and objectives of their wealth management plan, including saving for retirement, estate planning, managing investments and taxes, designing retirement income strategies, and attending to insurance needs. A successful wealth management strategy should be customized to meet individual requirements in order to ensure the greatest long-term success. Professional advisors can help construct a thorough plan that satisfies all needs and works towards fulfilling specific goals.
Wealth Management Review
Core Strategy Implementation
Implementing a core tax strategy is an integrated approach to corporate taxation that encompasses numerous facets of a company’s operations and activities. It necessitates strategic planning, proactive oversight, and regular assessments to maximize the advantages of a firm’s tax structure. The aim should be to balance both tax filing accuracy and overall financial achievement. The essential components of a successful tax strategy are: defining the scope, setting up policies and procedures, grasping legal requirements, taking advantage of optimization techniques, using appropriate technology, and assessing outcomes.
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See What Everyone Is Saying...
Real Client Stories | Images Changed For Privacy
“Mike, this is amazing. It really justifies how awesome you guys are. You’re literally the dream team.”
- Jessie M.
“This [tax plan] is super helpful. I can't believe how in the dark I was. This has been a great exercise!.”
- Joe S.
“You guys are great. I can still work with my cousin the CPA, we get the bonus of saving $25,000, and we can tell you really give a sh*t about our business.”
- Josh & Amy
“Business owners who aren’t tax planning with you are literally leaving money on the table.”
- Melvin K.
