Prosperity Tax Advisors

01Private 45-minute tax review

Most of your 2026 tax bill is already decided.
Some of it still isn't.

02Request your review

Tell us enough to know whether the call makes sense.

Prefer to speak first?Call 813.937.9221
  • No fee
  • No obligation
  • No payment taken

After you send this, you pick a time from the calendar on the next step.

Please do not enter Social Security numbers, account numbers or other sensitive financial details here. If documents are needed later we will send a secure link for them.

A Welcome From Our Founder

Forty five minutes with our team of experts who read your last return and tell you which decisions for this year you can still change, and which ones closed months ago.

For business owners, investors and high earners whose tax bill has grown faster than the setup around it.

  • Business owners, investors and high earners
  • Confidential, no obligation
  • Nothing to prepare but last year's return
Prefer to speak first? Call 813.937.9221
Planning window2026 cycle

Planning timing

Most 2026 planning has to be in place by 20 November.

Deadline: 20 November.

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After that date, an expedited fee applies.

Return reviewPlanning fitNext move

27.9506° N   82.4572° W

03The credentials behind the work

Nine credentials. One team.

Tax, planning, investment, retirement, exit and digital assets, each backed by a credential that has to be earned, tested and maintained.

Prosperity Tax Advisors is a Tampa practice working with clients nationwide, bringing tax, accounting and wealth planning together so decisions get made once rather than three times.

CPA

EA

ATA™

CFP®

AWMA®·AIF®·CRPC®·CEPA®·CCE™

Credentials are held by individual members of the Prosperity Tax Advisors team. Educational only. Not legal or tax advice.

04Client voice

Individual engagements. Individual outcomes.

“For the first time, my tax plan matches my ambition.”
John M. · Healthcare practice owner
“They explained everything in plain English, showed me the numbers, and delivered.”
Daniel P. · Real estate investor

Educational only. Not legal or tax advice. These are individual client experiences and are not typical, guaranteed, or predictive of anyone else's outcome. Names and identifying details may be changed. No professional relationship is formed until a written engagement is signed.

05FAQs

The questions people actually have.

Is the review really free?

Yes. No fee for the 45 minutes, no payment taken, and no obligation afterwards.

Will I get specific tax advice on the call?

You will get an honest read on what is worth examining. Actual recommendations come after a credentialed practitioner has reviewed your facts under a signed engagement, because that is the only point at which they mean anything.

Do I have to send my return first?

No. Bring last year's return to the call if you have it. Nothing else to prepare, and nothing to upload here.

Do I have to leave the firm that prepares my return?

That depends on what you need. We design, implement, file and defend in house, so for most clients we become the firm that handles it. We will tell you which applies to you before you decide anything.

What does an engagement cost?

It depends on the complexity of your income, your entities and what has to be implemented. If there is a fit you get the scope and the fee before you decide.

Is my information confidential?

What you send is used only to evaluate and answer your request. Sensitive documents are only ever handled through a secure system, never a web form.

Why does 20 November matter?

Most planning needs analysis, documentation and implementation before the year ends. Engagements starting after 20 November may need expedited work and an additional fee.

06Who this is for

A narrow service, and it does not suit everyone.

Worth the time if

  • Your tax bill has grown faster than your setup has changed.
  • You run more than one entity, or suspect you need to.
  • You own property the business uses, or you are buying.
  • A sale, a purchase or a step back sits in the next five years.
  • Every tax conversation you have happens after the year closes.

Probably not a fit if

  • You need a return prepared and nothing more.
  • You are after one deduction rather than a plan.
  • You want a savings figure before anyone has read your facts.
  • You are not in a position to implement and maintain a plan.

07Your next move

Your return is a record.
This year is still a decision.

Forty five minutes, confidential, no obligation. Find out which parts of 2026 you can still change.

45 minutesConfidentialNo payment taken