9 Out of 10 Business Owners & 1099 Earners Overpay in Taxes — Don’t Be One of Them.
Custom Tax Plans. Full Implementation. Audit-Ready Protection.
Built Specifically for High-Income Entrepreneurs and Professionals.
Case Study #1: Roofing Company
Industry: Construction
Revenue: ~$1.4M | Tax Paid: $431,000
Key Problem: Disorganized books, no strategic planning, missed deductions
Strategy Applied: Multi-layer entity structuring, asset planning, vehicle deductions, and strategic investments
Result:
Effective tax rate reduced from 29.7% to 7.8%
Annual Tax Savings: $319,762
Projected 20-Year Opportunity Cost if uncorrected: $23.1M
"We were paying 22x more than legally required. PTA not only restructured our finances but transformed how we run our business.”
Case Study #2: 1099 Healthcare Professional
Situation: Transitioning from W2 to 1099
Key Problem: Limited deductions, poor withholdings, missed investment strategies
Strategy Applied: Entity formation, proactive tax planning, cash flow optimization
Result:
Effective tax rate dropped from 33.6% to 15.8%
Annual Tax Savings: $418,107
20-Year Missed Wealth Potential: $30.2M
"I thought being W2 was the best protection. Prosperity showed me I could be smart, protected, and save hundreds of thousands legally."
Case Study #3: Furniture Store Owner
Industry: Retail
Revenue: ~$10.9M
Key Problem: High tax exposure on retained earnings and passive income
Strategy Applied: C-Corp layering, energy investment strategies, risk management
Result:
Tax liability dropped from $494K to $59K
Annual Tax Savings: $435,373
"I had no idea how much I was overpaying. These strategies completely changed my bottom line."
Case Study #4: Construction Company
Industry: Construction
Revenue: ~$1.03M
Key Problem:Over-reliance on basic deductions led to massive missed opportunities.
Ineffective gifting and wealth preservation structures.
Strategy Applied: Deployed targeted energy investments, self-funded risk management structures, and advanced gifting strategies.
Result:
Annual Tax Savings: $172,320
Effective Tax Liability Reduced: Over 75%
Wealth Preservation Gain: $7,030 annually
"It may not be millions, but to a business our size, every dollar counts. The strategies Prosperity used were things my CPA never told me about."
Case Study #5: Multi-Entity Consultant
Entities: Travel LLC, Property LLC, Consulting LLC, C-Corp
Key Problem: Improper structure, high liability exposure, disjointed tax treatment
Strategy Applied: Asset protection structuring, entity optimization, advanced tax strategy
Result:
Effective tax rate reduced from 41% to 5%
Annual Tax Savings: $639,734
20-Year Lost Wealth If Ignored: $46.2M