Prosperity Tax Advisors

Results / 001

Real client structures.
Real capital retained.

Each engagement below is an actual architecture we designed and implemented. Names and identifying details are modified for privacy. The structures, the moves, and the outcomes are not.

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Healthcare

For the first time, my tax plan matches my ambition.

$460K+

Saved across the engagement

“I'm a doctor managing a growing practice. Prosperity showed me how to structure charitable giving, risk management, and even personal residence expenses to save over $460,000. It's not just tax planning, it's wealth building.”
John M., Healthcare

The Situation

Multi-location practice with a single LLC, no defined benefit plan, and reactive year-end tax work. We re-engineered the entity stack and stacked retirement layers on top of a redesigned compensation model.

The Engineering

  • S-corp election with reasonable-comp analysis
  • Defined benefit plan layered on the 401(k)
  • Real estate moved into a separate holding entity

Construction

Hands down the best decision for my construction business.

$16,000

Overpayments surfaced in initial review

“I always thought I had a solid tax guy until Prosperity showed me three missed strategies and more than $16,000 in overpayments. We're now using that savings to reinvest in equipment and hire new crew.”
Michael F., Construction

The Situation

General contractor on cash basis approaching the gross receipts thresholds, with equipment purchases timed by gut and crew classification inherited from a prior bookkeeper.

The Engineering

  • Accounting method change modeled and filed
  • Multi-year equipment capex plan against Section 179 and bonus depreciation
  • Worker classification cleaned up before exposure compounded

Consulting

Worth every penny, and then some.

Re-engineered

Entity, comp, and retirement stack

“I was hesitant about the investment, but they showed me exactly how it pays for itself. Now I'm seeing real ROI, not just peace of mind.”
Julia I., Consulting

The Situation

Solo consultant operating as a default LLC at high six-figure profit, with no S-corp election, no accountable plan, and no real retirement architecture.

The Engineering

  • S-corp election with documented reasonable comp
  • Accountable plan installed for home office and travel
  • Solo 401(k) plus profit-sharing stacked to capacity

Real Estate

They speak my language. No fluff, just results.

Multi-asset

Cost segregation and entity redesign

“I'm not a finance guy, and Prosperity never made me feel out of the loop. They explained everything in plain English, showed me the numbers, and delivered.”
Daniel P., Real Estate

The Situation

Investor with a mixed portfolio of long-term rentals, short-term rentals, and one commercial property, all titled inside a single LLC with no cost segregation history.

The Engineering

  • Cost segregation studies on qualifying properties
  • Property-by-property LLCs under a holding company
  • Short-term rental activity restructured for active treatment

Wealth Management

I actually look forward to our quarterly calls.

Aligned

Tax architecture with wealth plan

“Our regular check-ins are packed with insights and updates. I always leave with action steps and new ideas to grow smarter.”
Jay K., Wealth Management

The Situation

Wealth advisor with practice income, deferred compensation, and a personal investment portfolio that had never been coordinated with the tax plan in a single view.

The Engineering

  • Deferred compensation elections re-modeled annually
  • Charitable architecture with donor-advised fund and appreciated securities
  • Estate and gifting strategy coordinated with tax projections

Flooring Company

A real strategy, not just year-end cleanup.

Restructured

C-Corp planning and risk management

“Running a seven-figure furniture business, taxes were always a huge line item. Prosperity restructured everything, from C-Corp planning to risk management. They didn't just save me money, they changed the way I look at growth.”
Jesse B., Flooring Company

The Situation

Seven-figure operator with a single pass-through entity, no risk-management architecture, and a tax bill that grew linearly with revenue. We redesigned the entity stack and layered risk and retirement strategy on top.

The Engineering

  • C-Corp planning modeled against pass-through alternatives
  • Risk-management architecture installed across entities
  • Owner compensation and distributions re-sequenced for tax efficiency

Results Disclaimer. Figures reflect specific engagements and are not a guarantee of future results. Names and images modified for privacy.

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We intentionally limit the number of clients we take on.