Over 10,000 Tax Returns Reviewed
Tax Planning Strategies That Help Entrepreneurs Build Lasting Wealth— Not Just Savings
Custom Tax Plans. Full Implementation. Audit-Ready Protection.
Built Specifically for High-Income Entrepreneurs and Professionals.
$43.5M
Total Tax Deductions
8 Decades
Combined Experience
$12,680,500
Savings Found in 2024
1,500+
Strategies Availabile
Is This You?
Discover if our specialized tax strategies are the perfect fit for you success
Business Owner, Entrepreneur, or 1099 Contractor
Paying $100,000 or More Each Year in Taxes
Ready for a Smarter, More Aggressive Tax Strategy
If there resonate, you might be missing out on significant tax advantages.
The Prosperity Process™: Strategic Tax Strategy That Builds Wealth, Not Just Savings
Our Proven 5-Step Process to Slash Taxes and Build Lasting Wealth
Most CPAs focus on filing returns. We focus on transforming
your entire financial reality.
Our process is designed to layer strategies, amplify savings,
and protect you for the long haul.
Clarity Audit: Full breakdown of your financial reality— revealing hidden inefficiencies and missed opportunities.
Custom Wealth Tax Blueprint: A personalized tax strategy aligned with your income, goals, and business structure.
Entity Engineering: Legal structure optimization to reduce taxable income and protect assets.
Empowerment Through Education: We teach what’s behind your savings so you’re empowered and in control.
Execution & Oversight: Full implementation, quarterly reviews, and audit-ready documentation.
What Makes Us Different
Real Experts. Real People. Real Results.
Full Financial and Tax Review — Not Just a Quick Look
Multi-Layered Tax Strategy Design Tailored to Business Owners and 1099s
Full Implementation — We Do the Work for You
Quarterly reviews to assess your latest financials and strategically adjust your plan to maximize savings.
Compliance, Documentation, and Audit Protection Built-In
We’re not a once-a-year tax shop or faceless software. Prosperity Tax Advisors is a hands-on team of CPAs, accountants, and wealth advisors who work with you year-round to uncover savings, clean up your books, and build long-term financial strategies. Real experts. Real support. Every step of the way.
80+
Years of combined professional experiecexperience
Our Core Services
Tax Strategy Design
Bigger Savings. Total Compliance.
Client Accounting Services
Stress-Free, Strategic Financial Management.
Fractional CFO Services
Bigger Savings. Total Guided Growth and High-Level Financial Insight..
Who We Serve Best
Entrepreneurs, Business Owners, and 1099 High-Income Earners
Clients Paying $100,000+ Annually in Taxes
Those Seeking Hands-On Strategy, Execution, and Audit Defense
Those Who Want to Keep More and Build Wealth Faster
See What Everyone Is Saying...
Real Client Stories | Images Changed For Privacy
Worth Every Penny – and Then Some
I was hesitant about the investment, but they showed me exactly how it pays for itself. Now I’m seeing real ROI, not just peace of mind.
Julia I.
Consulting
Hands Down the Best Decision for My Construction Business
I always thought I had a solid tax guy—until Prosperity showed me three missed strategies and more than $16,000 in overpayments. We’re now using that savings to reinvest in equipment and hire new crew
Michael F.
Construction
They Speak My Language—No Fluff, Just Results
I’m not a finance guy, and Prosperity never made me feel out of the loop. They explained everything in plain English, showed me the numbers, and delivered. That’s what every business owner needs."
Daniel P.
Real Estate
I Actually Look Forward to Our Quarterly Calls
Our regular check-ins are packed with insights and updates. I always leave with action steps and new ideas to grow smarter.
Jay K.
Wealth Management
A Real Strategy, Not Just Year-End Cleanup
Running a seven-figure furniture business, taxes were always a huge line item. Prosperity stepped in and restructured everything—from C-Corp planning to risk management. They didn’t just save me money—they changed the way I look at growth
Jesse B.
Flooring Company
For the First Time, I Feel Like My Tax Plan Matches My Ambition
I’m a doctor managing a growing practice. Prosperity’s team showed me how to structure charitable giving, risk management, and even personal residence expenses to save over $460,000. It’s not just tax planning—it’s wealth building.
John M
Chiropractor
Worth Every Penny – and Then Some
I was hesitant about the investment, but they showed me exactly how it pays for itself. Now I’m seeing real ROI, not just peace of mind.
Julia I
Consulting
Hands Down the Best Decision for My Construction Business
I always thought I had a solid tax guy—until Prosperity showed me three missed strategies and more than $16,000 in overpayments. We’re now using that savings to reinvest in equipment and hire new crew
Michael F
Construction
They Speak My Language—No Fluff, Just Results
I’m not a finance guy, and Prosperity never made me feel out of the loop. They explained everything in plain English, showed me the numbers, and delivered. That’s what every business owner needs."
Daniel P
Real Estate
I Actually Look Forward to Our Quarterly Calls
Our regular check-ins are packed with insights and updates. I always leave with action steps and new ideas to grow smarter.
Jay k
Wealth Management
A Real Strategy, Not Just Year-End Cleanup
Running a seven-figure furniture business, taxes were always a huge line item. Prosperity stepped in and restructured everything—from C-Corp planning to risk management. They didn’t just save me money—they changed the way I look at growth
Jesse B
Flooring Company
For the First Time, I Feel Like My Tax Plan Matches My Ambition
I’m a doctor managing a growing practice. Prosperity’s team showed me how to structure charitable giving, risk management, and even personal residence expenses to save over $460,000. It’s not just tax planning—it’s wealth building.
John M
Chiropractor
Why Most Firms Fall Short — and We Don’t
The Tax Industry is Broken.
Most firms hand you a cookie-cutter plan and move on — leaving huge opportunities on the table.
At Prosperity Tax Advisors, we go far deeper:
CPAs ensure full compliance and precision.
Our Top Notch Accountants uncover hidden savings opportunities.
Wealth Advisors integrate tax strategies with your overall
financial growth.
Our process
Intro Call (Qualification)
Book a 45-minute Introduction Call to explore your goals, learn how our strategic tax team works, and see if you qualify for our personalized planning approach designed to help business owners build lasting wealth.
Full Tax Assessment
Strategy Development
Custom, strategic plans created by our expert CPAs, accountants, and wealth advisors.