PROACTIVE TAX PLANNING | SERVING CLIENTS NATIONWIDE SINCE 2015

Tax Strategies Built for Complex Income

Traditional tax preparation reports what already happened. Prosperl CPA plans what comes next – proactive, year-round tax strategy for business owners, real estate investors and high-income households.

What We Do

Three disciplines, one integrated strategy

Planning, compliance and multi-state exposure are handled by the same team — so the strategy we design is the strategy that actually lands on your return.

Tax Planning

Proactive tax planning is the foundation of everything we do. We don’t just record what happened—we design a forward-looking Tax Strategy that identifies “planning opportunities that may not surface in a filing-only relationship”.

RSU & Equity Compensation Tax Planning

Coordinate withholding, vesting, estimated payments and sale decisions so equity compensation does not create preventable surprises.

State & Local Tax

Specialized SALT expertise to navigate complex multi-state filing requirements and optimization.

Who We Help

Built for people the standard playbook fails

Our services are best suited to households and businesses earning $500,000 or more, where the difference between filing and planning is measured in six figures.

Business Owners & Entrepreneurs

We help business owners use available deductions, credits and planning strategies under current tax law to reduce tax exposure.

High W-2 Income Earners

High-income employees rarely get real planning. We build strategy stacks around equity compensation, real estate and charitable structures so W-2 earners stop overpaying.

Real Estate Investors

Start planning your tax strategy today by working with the specially trained accountants at Prosperl CPA — cost segregation, short-term rental strategies, 1031 exchanges and more.

Founder

Led by Mark Perlberg, CPA

Mark Perlberg is the founder of Prosperl CPA. The firm helps business owners, high-income W-2 earners and real estate investors plan around their income, investments and financial goals.

Mark Perlberg, CPA

Prosperl Approaches

How Prosperl Approaches Tax Planning

Our process is built around education, collaboration and ongoing support. We take a thoughtful, strategic approach to help you make informed decisions and turn your financial goals into a clear plan.

US VS THEM

24/7 We're on your Financial Team We're on your Client Portal

Still Waiting on that Email Response?

Specialize in Strategies Exclusive to High Income Earners

Generalists, Providing One-Size-Fits All Approach

Alternative Investment Analysis to Decrease Taxes & Increase Cash Flow

Limited to Real Estate & Retirement Accounts

Access to Advanced Tax Credit & Strategies Creating Millions $ of Savings

Limited to Basic Child Tax Credit

Pioneering Lesser Known Tax Reduction Strategies

Stuck w/ Generic Strategies that could be Googled

Maximum of 10 Clients/Staff

Overworked Bean Counters

Direct Weekly Access to Owner in Tax Talk Tuesdays

Unavailable or Hiding Owner

Exclusive Relationships w/ Vetted Legal Tax Resources Incl. Asset Protection & Estate Planning

Limited to Tax Planning & Preparation

Advanced Charitable Strategies Reduce Taxes by Millions While Maintaining Liquidity

Dollar for Dollar Charitable Tax Deduction Strategies

Advanced Entity Structuring to Maximize Income Shifting & Tax Deferral

Limited to S-Corps, Sole Proprietorships & Partnerships

Strict Legal Vetting & Understanding of the Tax Code to Maximize Savings

Fears the IRS & Makes Conservative, Uneducated Positions

Advisor Preparation

Advisors complete at least 200 hours of onboarding training and are evaluated with an experienced advisor before leading a meeting.

Coordinated Planning

The team evaluates how entity structures, depreciation, tax credits, charitable planning and tax-advantaged investments can work together for the client’s situation.

Year-Round Support

Please replace that instruction with: “Clients have weekly access to owner office hours and live, exclusive workshops, with ongoing support to put suitable tax strategies into practice.

Case Studies

Real returns, real numbers

Walkthroughs of actual client engagements — the strategy stack used and the tax result produced.

Client Result

High W-2 Strategy Stack — $137K Refund

Client Result

High W-2 with Real Estate + Expense Shifting — $114K Refund

Client Result

High W-2 + Real Estate, Charitable Investment — $74K Refund

Tax & Wealth Insights

Latest from the Prosperl desk

Practical guidance on tax, business operations and long-term wealth.

Business Finance and Accounting

How to Save for a House While Investing for Retirement

Saving for a house and investing for retirement are two of the biggest financial goals many people pursue—but trying to do both at the same….

July 28, 2026

Business Owner Tax Strategies

Payroll Onboarding: A Step-by-Step Checklist for New Employees

Adding a new team member is exciting—but onboarding them into payroll can be tricky if you’re not prepared. Missing key details like tax forms or….

June 18, 2026

Business Finance and Accounting

Regular Reviews of Your Business’s Operating Health Are Essential

Small business owners who conduct regular reviews of their business’s operating health are more likely to detect potential issues before they develop into major problems…..

May 14, 2026

Testimonial

What Our Clients Are Saying

    
 
 
       Posted on Google  
   
   Kevin Riggi 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had a great experience working with Andy at Prosperl CPA PC. Andy is incredibly knowledgeable, approachable, and always takes the time to listen and understand my situation before offering guidance. He's easy to talk to, genuinely cares about his clients, and consistently has my best interests in mind.

What I appreciate most is his willingness to help whenever questions come up. He provides thoughtful advice, clear communication, and makes navigating tax and accounting matters much less stressful. It's rare to find a CPA who is both highly skilled and so personable to work with.

I'm very thankful to have Andy as a trusted partner and would highly recommend him to anyone looking for a CPA who truly cares about their clients' success.
  
 
      Posted on Google  
   
   Phil Bonifacio 
 
 
 
 Trustindex verifies that the original source of the review is Google. It’s my privilege to recommend Prosperl CPAs. Mark, Corbette, Danielle, and the entire team provide excellent strategic positioning for my companies. Their expertise and professionalism make them true industry leaders
  
 
      Posted on Google  
   
   aleka hobby 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark and his team are the most knowledgable CPA firm I have encountered to date. They are worth every penny!
  
 
      Posted on Google  
   
   Jacqueline 
 
 
 
 Trustindex verifies that the original source of the review is Google. Prosperl CPAs set the standard for elite financial advisory services for higher-net-worth individuals. Mark, Corbette, Danielle, and their exceptional team bring unparalleled expertise in wealth-building and advanced tax-saving strategies, delivering highly tailored solutions that align with long-term financial goals. Their strategic guidance has not only educated us in areas we were unfamiliar but also significantly reduced our tax exposure. The level of professionalism, precision, and forward-thinking they provide is hard to find. Definitely recommend.
  
 
      Posted on Google  
   
   Graham Youtsey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark and his team are responsive, technical, and even fun for a group of accountants!
Creative, hard working and appreciate their professionalism.
  
 
      Posted on Google  
   
   Arati Sharma 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark Perlberg is an incredibly knowledgeable CPA and tax strategist. His deep understanding of the tax code and planning strategies has been invaluable in identifying potential savings opportunities for me. Mark not only stays current with the ever-changing tax laws but also takes the time to thoroughly explain the complexities in a way that is easy to understand. His proactive approach to tax planning has helped me make more informed financial decisions and maximize my savings. I highly recommend Mark to anyone seeking expert advice and personalized tax strategies for long-term financial success.
  
 
      Posted on Google  
   
   Brenda Price 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark P. is fantastically knowledgeable when it comes to knowing the tax code. The best part is, he's free with the information! He understands different types of investments as well and how they impact your tax angle! Highly recommend!!
  
 
      Posted on Google  
   
   Greg Daugherty 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mark and his team are engaged, responsive and have paid for themselves 10 times over - by guiding me through understanding how to navigate the Byzantine tax code.
  
 
      Posted on Google  
   
   Ryan Burrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. The team at Mark Perlberg CPA are absolute pro's! They have innovative strategies that are presented in a manner that simplifies the tax code. They are by the book, but they know the book!