Prosperity Tax Advisors

Prosperity Tax Advisors is a Tampa team of CPAs, accountants, and wealth advisors that designs custom tax strategies for business owners, entrepreneurs, physicians, and 1099 contractors who pay $150,000 or more in taxes each year. The firm's core work covers tax strategy design, entity architecture, cost segregation, and R&D tax credits, with audit protection and documentation bundled into the engagement.

The work follows a five-step process that starts with an intro call and a full tax assessment, then moves to a written plan, implementation, and quarterly reviews so the strategy keeps pace with income changes. Engagements are scoped as retainers, and most clients begin with a paid Tax Analysis. The firm limits how many clients it takes on and works with clients across the country by video and phone, with its office in Tampa.