Prosperity Tax Advisors

Most 2026 strategies must be in place by 20 November, before an expedite fee applies

Book your call

Private strategy session

See what your tax structure is actually doing.

Forty five minutes with a strategist who reads your return the way the IRS reads it, and tells you what it says.

For business owners and investors who file a real return and suspect it is costing them more than it should.

45 minutesNo obligationConfidential

1 min 25  /  How Prosperity Tax Advisors works

45 minutes·No obligation·Confidential

Most 2026 strategies must be in place by 20 November

Start hereStep 1 of 2

Roughly what did you pay in combined federal and state tax last year?

An estimate is fine. It tells us which strategist to put you with.

  • No cost
  • ·No obligation
  • ·Nothing to prepare but last year's return

We never share your information. Nothing here is a filing, and no payment is taken. See our Privacy Policy.

What you walk away with

  • 01We read your last return the way the IRS reads it
  • 02We name the strategies that actually apply to your structure
  • 03We tell you plainly whether you are a fit, and what it would cost

Who you are meeting

Michael Moffa, Founder of Prosperity Tax Advisors

The practice is led by Michael Moffa, Founder.

AIF®, AWMA®, CCE™, CRPC®, CEPA®

Nothing to prepare. We are just having a conversation.

What clients say, and what we actually do

  • “PTA's superpower is identifying specific strategies inside the complex tax code that are impactful for you. Then breaking it up into easy steps for set-up, structure, what I need to do, what my CPA needs to do. All that detail is handled.”

    Hank Hauser

    High wage earner, investor

  • “Learning about the different strategies and what you can do from a tax perspective when properly optimized is a game changer for a lot of entrepreneurs like myself.”

    Shawn Cutter

    Energy sector, serial entrepreneur, multiple business entities

  • “Working with you, yeah, it's a tax strategy. But at this point, I call it investment strategy.”

    Daniel Chouquette

    Former Cerberus Capital Management fund manager, private equity executive, co-founder of First Key Homes

  • We look back before we look forward

    A tax assessment covering the last one to three years, so the plan starts from what your return actually did.

  • We do the legwork

    All the research, the documentation and the filing. You are not handed a list of things to go and arrange.

  • Every position is documented

    Each strategy is substantiated and hand documented on your behalf, which is what keeps it defensible.

  • A small number of clients

    We work with a select group on an ongoing basis and meet quarterly, rather than once a year at filing.