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Latest News

How the New 199A Guidelines Impact Small Businesses

We break down the recent IRS clarifications on qualified business income deductions and what they mean for pass-through entities this filing season.

Case Study: Turning a $30K Liability into a $5K Refund

See how proactive mid-year planning helped one consulting firm restructure expenses and leverage unused credits for a dramatic tax swing.

R&D Credits Expanded for Start-Ups

Congress has widened eligibility, allowing early-stage companies to offset payroll taxes. Discover if your innovation qualifies.

At Prosperity Taxes & Insurance, our mission is simple: accuracy, professionalism, and empowerment. We are committed to not only serving your tax and insurance needs but also equipping you with tools to build financial prosperity for the future.

Strategic Tax Services

Comprehensive Tax Preparation

At Prosperity Taxes and Insurance, our Comprehensive Tax Preparation service goes beyond simply filing your returns — we provide a full-spectrum approach to ensure accuracy, compliance, and maximum savings.

Our team carefully reviews your financial documents, identifies eligible deductions and credits, and applies the latest tax laws to your unique situation. Whether you’re an individual, family, or business owner, we tailor our strategies to minimize liabilities and protect your financial interests.

We also provide proactive advice to help you plan ahead, reduce future tax burdens, and stay prepared for any IRS inquiries. With a focus on precision, confidentiality, and long-term prosperity, we make tax season stress-free and beneficial for you.

What’s Included:

  • Personalized review of income, expenses, and deductions

  • Accurate and timely filing of federal and state tax returns

  • Guidance on tax-saving opportunities

  • Audit support and IRS compliance assistance

  • Year-round availability for tax-related questions and planning

Advanced Tax Planning

Advanced Tax Planning

Our Advanced Tax Planning service is designed for individuals, families, and businesses who want to move beyond yearly filing and take a proactive approach to managing their financial future. At Prosperity Taxes and Insurance, we analyze your complete financial picture to create customized strategies that reduce tax liability, optimize savings, and position you for long-term prosperity.

By staying ahead of changes in tax laws and leveraging advanced planning tools, we help you protect your wealth while identifying opportunities for growth. From structuring your business and investments to estate planning and retirement strategies, we ensure that every decision is aligned with your financial goals.

What’s Included:

  • Proactive, year-round tax strategies tailored to your situation

  • Business entity structuring for maximum tax efficiency

  • Guidance on investments, retirement accounts, and estate planning

  • Strategies to reduce taxable income and increase after-tax wealth

  • Ongoing updates to adapt plans as laws and life circumstances change

With advanced planning, you gain clarity, control, and confidence in your financial future — turning tax strategies into powerful tools for building lasting prosperity.

Let’s Keep In Touch

 

Ready to see how strategic planning can shrink your tax bill? Reach out for a complimentary consultation and discover what’s possible.

Our Expertise

At Prosperity Tax Academy, we bring together years of professional experience in taxation, finance, and business consulting to provide knowledge and strategies that empower individuals and organizations alike. Our expertise extends far beyond tax preparation — we specialize in advanced planning, compliance, and financial education that equips our clients and students with the tools they need to thrive.

What sets us apart is our commitment to both precision and empowerment. We don’t just solve tax challenges; we explain them, turning complex rules into clear, actionable insights. This combination of technical skill and practical teaching ensures you’re not only protected from costly mistakes, but also positioned to take advantage of every opportunity for growth and prosperity.

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