The Firm
A hands-on team built for proactive tax planning.
Prosperity Tax Advisors is a Tampa-based firm founded in 2009, made up of CPAs, accountants, and wealth advisors who plan taxes proactively all year instead of just once at filing season. The team holds eight professional credentials spanning tax, financial planning, and wealth management, and works with a limited number of clients so each plan gets real attention.
Founded in 2009. Over twenty years of proactive planning behind the practice. CPAs, accountants, and wealth advisors working alongside one another, year round, on one coordinated architecture per client.
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Our Story
Built to plan, not to file.
Prosperity Tax Advisors was founded in 2009 by practitioners who were tired of the once-a-year compliance model. Returns get filed in April, the client gets a number, and nobody has a conversation again until the next April. By then every meaningful planning window has closed.
We built the opposite. A year-round practice where the same credentialed team is in the file all twelve months, modeling decisions before they happen, documenting positions as they are taken, and coordinating across tax, accounting, and wealth so one move never undoes another.
Two decades in, the model still holds. Proactive beats reactive. Engineered beats improvised. Year after year.
Mission
"To engineer the tax, accounting, and wealth architecture that lets ambitious owners and investors keep more of what they earn, deploy it on purpose, and build durable, defensible prosperity."
Credentialed Team
Eight earned credentials. One coordinated architecture.
Most firms have a CPA who files returns. That is it. Each credential below adds a discipline that protects a specific part of the client's outcome, and they all sit at the same table.
CPA
Certified Public Accountant
Licensed authority to prepare, sign, and represent on federal and state returns. The baseline most firms stop at.
CFP
Certified Financial Planner
Coordinates the tax plan with retirement, insurance, education, and estate decisions so each move reinforces the next.
EA
Enrolled Agent
Federally licensed to represent clients before the IRS in every state. Audit response stays in-house, not outsourced.
CEPA
Certified Exit Planning Advisor
Engineers the tax structure around a future sale or transition so the exit does not surrender what the build earned.
AWMA
Accredited Wealth Management Advisor
Aligns investment selection and asset location with the tax architecture so growth is not unnecessarily eroded by tax that careful planning may address.
AIF
Accredited Investment Fiduciary
Fiduciary standard applied to investment recommendations. Advice is held to a documented best-interest process.
CRPC
Chartered Retirement Planning Counselor
Designs distribution strategy across IRAs, Roth conversions, and taxable accounts to help reduce lifetime tax drag.
Digital Assets
Crypto and Digital Asset Specialty
Wallet-level cost basis, 1099-DA readiness, staking, mining, and gain-harvesting handled by people who actually trade them.
Note: credential list reflects firm-wide capabilities across the team. Verify the exact roster with the firm before publishing.
Four Pillars
How the practice is organized.
Tax Architecture
We design the structure first. Entities, ownership, compensation, retirement, and real estate are arranged as one engineered system, not a stack of disconnected tactics.
Tax Engineering
Strategies are modeled, sequenced, and stress-tested. Every move is selected for measurable impact, supported by authority, and built to coexist with the next one.
White Glove
Year-round access to the same team that built the plan. Proactive check-ins, fast response, and decisions made with you in the room. Not a once-a-year shop.
Premium Position
We intentionally limit the number of clients we take on so the architecture stays personal, the documentation stays current, and the relationship stays human.
Headquartered In
Tampa, Florida.
Our office sits in Tampa and our clients sit across the country. Work happens in person, by video, and in the file every day. Florida residency, multi-state engagements, and remote ownership structures are routine for us.
Our Office
3030 N Rocky Point Dr W.
Suite 460, Tampa, FL 33607. Our N Rocky Point Dr office is a short drive from St. Petersburg.
Frequently asked questions
How long has Prosperity Tax Advisors been in business?
The firm was founded in 2009 and has been doing proactive, year-round tax planning since then. The team is headquartered in Tampa, Florida, and works with clients nationwide.
What credentials does the team hold?
The team holds credentials across tax, financial planning, and wealth management, including CPA, CFP, EA, CEPA, AWMA, AIF, CRPC, and a digital asset specialty. Each credential covers a different part of the plan, from filing and IRS representation to retirement and investment coordination. The exact team assigned to your engagement can be confirmed directly with the firm.
Where is Prosperity Tax Advisors located?
The firm's office is at 3030 N Rocky Point Dr W, Suite 460, in Tampa, Florida. Work also happens by video and phone for clients across the country, so being local to Tampa is not required.
See how a credentialed team builds around your situation.
Book a 45-minute intro call. We will walk through your goals and show you what a year-round, engineered architecture would look like for you.
We intentionally limit the number of clients we take on.