High Net Worth · Business Owners

You did not get a bill. You got a structure problem.

Prosperity Tax Advisors helps S-Corp and LLC owners above $1M in revenue find out if their business structure still fits their income. Most CPAs only file what already happened. We look at the structure behind the numbers, entity setup, compensation, retirement plans, and timing, and document it so it holds up under review.

For S-Corp and LLC owners above $1M in revenue. Audit protection included.

The check you wrote in April was not a math error. It was the predictable output of a structure that was never engineered for the income you now earn.

Audit Protection / Defensible By Design / Limited Engagements

Built For

S-Corp and LLC owners above $1M in revenue paying $100K-$300K a year in tax.

Every position documented to be defensible under review.

Engineered, not just filed. Architecture, not after-the-fact compliance.

Last updated:

Pain Mirror

If any of this sounds familiar.

Verbatim statements we hear from business owners every week. Read them as a self-recognition scan.

  • 01

    "My CPA only shows up in April, and by then every decision that mattered is already locked."

  • 02

    "I suspect I am overpaying, but I cannot prove it and no one will show me the number."

  • 03

    "I write the same painful check every year and call it the cost of doing business."

  • 04

    "I built the revenue. I have nothing that tells me whether the structure underneath it ever caught up."

The Reframe

We do not replace your CPA.
We add the engineer.

Your CPA files what happened. We design what happens next. Compliance answers whether it was reported correctly. Architecture answers whether it was structured correctly.

The gap between the two is where your money is. We close it on purpose, with documented, defensible positions that hold up under review.

Mechanics

What is actually on the table.

The mechanics on the table for a $1M-plus owner. Engineered as one system, not a patchwork of year-end tactics.

  1. 01

    Entity engineering: S-Corp vs. multi-entity stacks.

  2. 02

    Reasonable-compensation calibration.

  3. 03

    Retirement-vehicle layering for high earners.

  4. 04

    Income timing across entities and the personal return.

  5. 05

    Accountable-plan structuring and substantiation.

01
$460K+
Retained for one owner (John) via restructuring
02
29.7% → 7.8%
Effective rate drop for one roofing-co. owner
03
$43.5M
Total deductions secured (firm)
04
$12.68M
Savings identified in 2024 (firm)

More than 10,000 returns reviewed and 80+ years of combined experience behind every position. Results vary. Educational only. Not advice.

Results vary / Educational only / Not advice

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The Offer

The $4,500
Tax Analysis.

A financial review of your structure, designed to identify meaningful annual tax savings. If we do not identify meaningful savings, you receive a full refund of the analysis fee. If we do, your $4,500 credits toward implementation. Refund and "meaningful savings" terms are defined in the written engagement letter.

Aligned incentives. Results vary by facts and circumstances.

Fee$4,500
ScopeFinancial structure review
RiskRefund if no meaningful savings
CreditApplied to implementation

Results vary / Educational only / Not advice

Frequently asked questions

How does a tax strategist help business owners?

A tax strategist looks at your entity setup, compensation, and timing as one system instead of separate year-end tasks. The goal is a structure that matches your current income, not the one you started with. Specific recommendations depend on your revenue, entity type, and goals.

What does proactive tax planning look like for a business owner?

Proactive planning happens before decisions are locked in, not after the year closes. It usually means reviewing entity structure, reasonable compensation, retirement options, and the timing of income and deductions together. What applies to you depends on your specific numbers and how your business is set up.

Is tax planning for business owners the same as what my CPA already does?

Many CPAs focus on filing an accurate return for the year that already happened. Tax planning looks forward and asks whether the structure itself still makes sense. The two roles can work together, and how much overlap there is depends on what your current CPA already covers.

Next Step

Ready to see what your structure is actually doing?

We intentionally limit the number of engagements we take on.