Deliverable 01
Full review of your returns and financials
We thoroughly examine your last two to three years of returns, K-1s, entity filings, payroll, retirement contributions, and supporting financials. Nothing surface-level. Line by line.
The Tax Analysis. $4,500.
See exactly where you are overpaying,
why, and what to do about it.
A financial review of your returns, entities, and financials, delivered as a written implementation plan. Engineered for high-income business owners and professionals who are ready to stop guessing.
Analysis fee refunded under engagement-letter terms if no meaningful opportunities are identified Confidential and engagement-letter protected
What You Receive
Four deliverables. One written plan.
The Tax Analysis is not a conversation and a quote. It is a financial engagement with four concrete deliverables.
Deliverable 02
Identify structural inefficiencies
We surface the structural leaks: entity choice and elections, owner compensation, retirement architecture, depreciation, and the strategies you qualify for but are not using.
Deliverable 03
Map strategies specific to your situation
Not a generic playbook. A short list of strategies that match your facts, your entities, your income mix, and your goals, with the estimated impact on your tax position.
Deliverable 04
Build a concrete implementation plan
A written plan that names the moves, the sequence, the elections, the documentation, and the timeline. Something you can act on with us, or take to your existing CPA.
The Outcome
Clarity in three parts: where, why, and what.
You finish the engagement knowing what is leaking, the structural reason behind it, and a sequenced plan for what to do next.
Part 01
Where.
The exact line items, entities, and decisions where overpayment is happening today.
Part 02
Why.
The structural reason the leak exists, so the fix solves the cause, not the symptom.
Part 03
What.
A concrete, sequenced implementation plan for what to do next, with estimated impact.
The Risk Reversal
Either way, your money works for you.
Our Fee Policy
If our review does not identify meaningful structural opportunities in your tax position, you receive a refund of the analysis fee under the terms of your engagement letter. If we do, the $4,500 credits toward implementation. Specific tax savings depend on your facts and are not guaranteed.
If no savings
You receive a full refund of the $4,500 analysis fee. The work product is still yours to keep.
If savings found
The full $4,500 credits dollar-for-dollar toward implementation if you engage us to build the plan.
How We Are Paid
We do not win unless you win.
The Tax Analysis stands on its own as a deliverable. The implementation phase that follows is compensated on results, scaled to the savings the architecture actually produces for you.
That structure is intentional. It keeps our incentive perfectly aligned with yours. If the plan does not deliver, we do not earn on it. If it does, we share in the upside we built together. No hourly meter, no surprise invoices, no recommendations engineered to bill more hours.
This is the discipline of a private wealth firm, applied to the tax side of your balance sheet.
What We Hear Most
The three questions every serious operator asks first.
Objection
“My CPA handles this.”
Compliance is not architecture. They are two different jobs. A great CPA looks backward by design. Architecture requires someone looking forward.
Objection
“I don't qualify for advanced strategies.”
If you pay a high liability, you already qualify. The issue is structure, not access.
Objection
“This is too complex for me.”
Complexity comes from the absence of a system, not the presence of one.
Ready to see what you are leaving on the table?
Start the Tax Analysis now, or book a 45-minute intro call first if you would like to talk through fit before you commit.
We intentionally limit the number of clients we take on.
Important Disclosures
Educational purpose. The information on this page and in the Tax Analysis engagement is provided for educational and informational purposes only. It does not constitute tax, legal, accounting, or investment advice, and it does not create a CPA-client, attorney-client, or fiduciary relationship until a written engagement letter is executed.
Results vary. Savings examples, dollar figures, and outcomes referenced on this site reflect the experience of specific clients with specific facts. Your facts, entities, income, jurisdictions, and goals are different. Past results are not a guarantee or projection of future results, and individual outcomes will vary, sometimes materially.
Refund and credit terms. "Meaningful savings" is defined in the written engagement letter you sign before work begins, along with the refund process, the credit mechanics if you proceed to implementation, and the scope and limits of the analysis. The terms in the engagement letter govern.
Consult a qualified professional. Before acting on any strategy referenced here or in the Tax Analysis deliverable, you should consult with a qualified tax, legal, or financial professional regarding your specific situation. Prosperity Tax Advisors accepts no responsibility for actions taken without a signed engagement.