Tax Planning & Preparation Services

Tax planning and preparation shouldn’t strike dread in business owners and individuals. Fear no more, Prosper CPAs is here to unburden you by providing a proactive and strategic approach to maximize your after-tax income and long-term wealth.

We start with compliance, but we don’t stop there. Our team minimizes taxes by developing a long-term plan that takes into account changing business and life circumstances. We thoroughly search for commonly overlooked tax deductions and credits, all while staying ahead of new tax laws and regulations and complex tax codes so you don’t have to.

“As the tax director at Prosper CPAs, I take pride in leading a team that combines expert knowledge with a genuine commitment to understanding each client’s unique story. We believe in building lasting relationships, simplifying complex tax matters, and crafting strategies that truly align with our clients goals.”
— Taylor Luetkemeyer, CPA Director, Tax Department

Tax Services We Provide for Individuals

Individual taxes are becoming increasingly complex. We understand the nuances of different tax laws and weave this knowledge into our services. We are experts at:

  • Domestic and Expatriate

  • Individual Filing

  • Tax Planning

  • Estate and Trust Tax Preparation & Issues

  • Gifting and Education Planning

  • Retirement Planning

  • Tax Credits and Incentives

  • Charitable Contributions

Tax Services We Provide for Businesses

Your business needs expert and experienced tax accountants who provide a full array of services specific to state, local, and international taxes. Prosper CPAs provide the following tax services.

  • Domestic and Expatriate Taxes

  • Corporate Tax Planning

  • Entity Selection and Formation

  • Annual Tax Filings for Corporations, Partnerships, and Sole Proprietors

  • Tax Return Preparation

  • Tax Credits and Incentives

  • State and Local Taxes (SALT)

  • Federal Taxes

  • Quarterly Estimate Calculations

  • Multi-State Tax Planning

  • Personal Property Taxes

  • Payroll Taxes

  • Cost Segregation

  • Tax Audits

  • IRS and State Representation

  • Amendments

Audit Defense

Occasionally individuals and businesses get audited. We are experienced at supporting our clients if they ever face a state or IRS audit. Services we provide in audit defense include:

  • Income Tax Audit Representation

  • Sales/Use Tax Audit Representation

  • Property Tax Audit Representation

  • Tax Notice Consulting

Tax Consultation

Sometimes individuals and businesses need special consideration and assistance. We can research and analyze your specific tax issues, respond to IRS or state tax notices, assist with anonymous voluntary disclosures, and write letter ruling requests.

Don’t wait to take advantage of our expert tax planning, preparation, representation, and consulting services.