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About

Welcome

Journal

Podcast

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Year-round tax guidance and support.

Have your tax questions answered—make your tax decisions with confidence.

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Tax Guidance Program

You’ll experience,

Reachable experts.

Never feel alone in your taxes again. Our experts are on hand exclusively to support you when you need it.

Year-round guidance.

Things change. When they do, we’ll be with you to adjust your strategy so you stay confident and prepared.

Proactive planning.

Taxes don’t have to be stressful. Avoid costly tax mistakes by eliminating surprises altogether with expert planning.

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Have expert tax guidance at your fingertips.

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Decades of experience—credentials you can trust.

Decades of experience—credentials you can trust.

Decades of experience—credentials you can trust.

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Over $16.3M found in messes, mistakes, & missed opportunities.

Over $16.3M found in messes, mistakes, & missed opportunities.

Over $16.3M found in messes, mistakes, & missed opportunities.

Learn more

Why settle for anything less than your own, personal CPA firm?

Why settle for anything less than your own, personal CPA firm?

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

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Help that goes on, and on, and on, and on, and on, and on, and on…

Help that goes on, and on, and on, and on, and on, and on, and on…

Rest assured with,

Ongoing Tax Strategy & Advice

Annual Tax Planning

Annual Books Review

Support via Email

Support via Virtual Meetings

Access to our Tax Preparation Service*

Access to our Tax Notice Handling Service*

Access to Specialist CPA Consulting*

*Preparation, notice handling, and consulting services are quoted & billed separately and are available exclusively to ongoing clients.

Speak with us today.

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Does this sound like you?

“I can’t reach my CPA!”

“I keep getting unexpected tax bills at the last minute”

“I feel like I’m losing money in my taxes”

“How do I know if I’m making the right decisions?”

“I can’t reach my CPA!”

“I keep getting unexpected tax bills at the last minute”

“I feel like I’m losing money in my taxes”

“How do I know if I’m making the right decisions?”

“I can’t reach my CPA!”

“I keep getting unexpected tax bills at the last minute”

“I feel like I’m losing money in my taxes”

“How do I know if I’m making the right decisions?”

Get started

Have your tax questions answered.

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Join the story of successes.

  • FEATURED Article

    1 min read

    We Recovered $10,500 in Tax Savings for this Real Estate Investor

    Money Found

    A real estate investor saved $10,500 thanks to our thorough review of missed deductions across entities.

    Read article

    The prosperent co journal

  • FEATURED Article

    1 min read

    Retirement Boost: Discovering an Extra $29,000 in Tax Savings

    Money Found

    Think you’ve maxed out your retirement contributions? See how we helped a client add $58,000 and save $29,000 in taxes.

    Read article

    The prosperent co journal

  • FEATURED Article

    1 min read

    We Found $82,000 for a Real Estate Investor in Tenant Reimbursements

    Money Found

    Are messy property statements hiding money from you? See how organizing finances helped one investor recover $82,000 in missed reimbursements.

    Read article

    The prosperent co journal

  • FEATURED Article

    2 min read

    A $2,300 Burger? How We Found Money for this Entrepreneur

    Money Found

    Would you spot a $2,300 lunch charge? Here’s how our oversight made a difference.

    Read article

    The prosperent co journal

  • FEATURED Article

    2 min read

    We Recovered $42,000 for This Physician Just by Asking The Right Questions

    Money Found

    Discover how we helped a physician reclaim over $42,000 in tax savings by identifying missed deductions on a business loan.

    Read article

    The prosperent co journal

Make your tax decisions with confidence.

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We’re with you,

As your needs grow, we’re right there too.

With the strength of our group of companies supporting you, we’re able to deliver coordinated financial services that cater to the full-spectrum of your financial needs.

Tax
Accounting
Financial Planning
Investment Management
Investment Advisory
Life Insurance
Annuities
Coaching
Training Courses
Specialty Consulting

Speak with us today.

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‘Prosper-ent’

one who prospers.

‘Prosper-ent’

one who prospers.