Tax Services
Tax Preparation, Planning & Resolution for Businesses and Individuals
Led by an Enrolled Agent, Prosper Financials provides proactive tax preparation, planning, and resolution services to help businesses stay compliant, minimize tax exposure, and confidently address IRS matters.
Tax Services
How I Can Help
Business Tax Preparation
We specialize in making sure that you have accurate business financial reports before preparing your tax return. A business return requirement for us is that we must be in your books before preparing a return. Contact us for Accounting Services. We specialize in Sch C’s and S-Corp's (Form 1120-S) returns.
Tax Planning
If your tax situation has changed throughout the year and you would like to touch base to see what you may owe, or reduce owing, reach out for a tax planning session.
Personal Tax Preparation
While we thrive on our businesses, we want to see everyone financially prosper! We prepare personal tax returns for many.
Tax Resolution
Do you owe the IRS? Did you receive a letter? As an Enrolled Agent, I can help you resolve your IRS issues, as well as state.
Penalty Abatements
Did you receive a penalty? You may not have to pay it. Reach out to see if you qualify for any penalty abatements.
Installment Plan Arrangements
Do you have a balance and need help trying to pay it? I can help you set up an installment agreement and help you maintain it.
Individuals
Tax Services for Individuals
While our focus is the business owner, we also serve individual tax clients nationwide. We want to see everyone financially prosper!
Virtual & Nationwide
I run a virtual practice and serve individual tax clients nationwide. Meetings are handled via Zoom and Teams, and consultations are booked by appointment with no contract.
Secure Client Portal
Your tax work runs through a secure, web-based client portal with an app for Apple and Android users. Through it we exchange messages, upload documents and keep all of your files.
Individual Tax Resources
Download the Tax Season Guide and request our Individual Tax Resources. Our Helpful Links page lists the IRS links for your refund status, your IRS account and your tax transcripts.
Let's Talk
Request a consultation to discuss all available financial solutions
Certifications & Memberships
*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
Let's Grow Together
Ready to take the next step toward greater financial clarity? Connect with Prosper Financials to discuss your business accounting, tax, and financial needs and learn how we can support your goals.