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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

Our journey together starts here.

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Our journey together starts here.

By submitting this form you consent to your personal information being processed in accordance with our Privacy Policy.

Our journey together starts here.

By submitting this form you consent to your personal information being processed in accordance with our Privacy Policy.

Our journey together starts here.

By submitting this form you consent to your personal information being processed in accordance with our Privacy Policy.

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 $16.1M found in messes, mistakes, & missed opportunities.

Over $16.1M found in messes, mistakes, & missed opportunities.

Over $16.1M found in messes, mistakes, & missed opportunities.

Over $16.1M found in messes, mistakes, & missed opportunities.

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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.

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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?”

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Have your tax questions answered.

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Join the story of successes.

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

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Prosper-ent

one who prospers.

Prosper-ent

one who prospers.

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© 2024 Prosperent Co. All rights reserved.

Prosperent Co is a California licensed CPA firm with the Board of Accountancy.

Prosperent Capital, LLC is a Registered Investment Advisory Firm with the State of California.

Prosperent Insurance Agency, Inc. is a licensed Insurance Agency with the California Department of Insurance.

Company

Privacy Policy

Cookies Policy

© 2024 Prosperent Co. All rights reserved.

Prosperent Co is a California licensed CPA firm with the Board of Accountancy.

Prosperent Capital, LLC is a Registered Investment Advisory Firm with the State of California.

Prosperent Insurance Agency, Inc. is a licensed Insurance Agency with the California Department of Insurance.

Company

Privacy Policy

Cookies Policy

© 2024 Prosperent Co. All rights reserved.

Prosperent Co is a California licensed CPA firm with the Board of Accountancy.

Prosperent Capital, LLC is a Registered Investment Advisory Firm with the State of California.

Prosperent Insurance Agency, Inc. is a licensed Insurance Agency with the California Department of Insurance.