CPA
Certified Public Accountant
Licensed authority to prepare, sign, and represent on federal and state returns. The baseline most firms stop at.
The Firm / 001
A hands-on team built for proactive tax planning.
Founded in 2009. Over twenty years of proactive planning behind the practice. CPAs, accountants, and wealth advisors working alongside one another, year round, on one coordinated architecture per client.
Founded 2009 Tampa, Florida Year-round team
Our Story / 002
Built to plan, not to file.
Prosperity Tax Advisors was founded in 2009 by practitioners who were tired of the once-a-year compliance model. Returns get filed in April, the client gets a number, and nobody has a conversation again until the next April. By then every meaningful planning window has closed.
We built the opposite. A year-round practice where the same credentialed team is in the file all twelve months, modeling decisions before they happen, documenting positions as they are taken, and coordinating across tax, accounting, and wealth so one move never undoes another.
Two decades in, the model still holds. Proactive beats reactive. Engineered beats improvised. Always.
Mission / 003
"To engineer the tax, accounting, and wealth architecture that lets ambitious owners and investors keep more of what they earn, deploy it on purpose, and build durable, defensible prosperity."
Credentialed Team / 004
Eight earned credentials. One coordinated architecture.
Most firms have a CPA who files returns. That is it. Each credential below adds a discipline that protects a specific part of the client's outcome, and they all sit at the same table.
CFP
Certified Financial Planner
Coordinates the tax plan with retirement, insurance, education, and estate decisions so each move reinforces the next.
EA
Enrolled Agent
Federally licensed to represent clients before the IRS in every state. Audit response stays in-house, not outsourced.
CEPA
Certified Exit Planning Advisor
Engineers the tax structure around a future sale or transition so the exit does not surrender what the build earned.
AWMA
Accredited Wealth Management Advisor
Aligns investment selection and asset location with the tax architecture so growth is not eroded by avoidable tax.
AIF
Accredited Investment Fiduciary
Fiduciary standard applied to investment recommendations. Advice is held to a documented best-interest process.
CRPC
Chartered Retirement Planning Counselor
Designs distribution strategy across IRAs, Roth conversions, and taxable accounts to minimize lifetime tax drag.
Digital Assets
Crypto and Digital Asset Specialty
Wallet-level cost basis, 1099-DA readiness, staking, mining, and gain-harvesting handled by people who actually trade them.
Note: credential list reflects firm-wide capabilities across the team. Verify the exact roster with the firm before publishing.
Four Pillars / 005
How the practice is organized.
Tax Architecture
We design the structure first. Entities, ownership, compensation, retirement, and real estate are arranged as one engineered system, not a stack of disconnected tactics.
Tax Engineering
Strategies are modeled, sequenced, and stress-tested. Every move is selected for measurable impact, supported by authority, and built to coexist with the next one.
White Glove
Year-round access to the same team that built the plan. Proactive check-ins, fast response, and decisions made with you in the room. Not a once-a-year shop.
Premium Position
We intentionally limit the number of clients we take on so the architecture stays personal, the documentation stays current, and the relationship stays human.
Headquartered In / 006
Tampa, Florida.
Our office sits in Tampa and our clients sit across the country. Work happens in person, by video, and in the file every day. Florida residency, multi-state engagements, and remote ownership structures are routine for us.
Tampa Bay, FL
Our Office / 007
3030 N Rocky Point Dr.
Suite 460, Tampa, FL 33607. Our waterfront office on Rocky Point puts us minutes from the airport and a short drive from every Tampa neighborhood we serve.
Tampa, FL 33607
813-937-9221
See how a credentialed team builds around your situation.
Book a 45-minute intro call. We will walk through your goals and show you what a year-round, engineered architecture would look like for you.
We intentionally limit the number of clients we take on.