Proactive Tax Planning

Request a Tax Strategy Consultation with Prosperl CPA

Tell us about your income, business or investments and the planning challenges you want to solve. Prosperl will review your information and confirm whether a strategy consultation is the right next step.

Tell Us About Your Tax Planning Needs

Complete the form below so our team can understand your situation, determine fit and explain the next step. “Please do not send tax documents or Social Security numbers in this form.”

Who This Consultation Is For

High-income W-2 earners

Wage earners with concentrated income, equity compensation or side investments who have no proactive planning in place.

Business owners

Owners of S-corps, partnerships and closely held companies weighing entity design, compensation and exit timing.

Real estate investors

Investors managing acquisitions, depreciation strategy, cost segregation and passive activity treatment.

Verified Client Proof

Delegating Your Taxes? Here’s Why It Works

Let’s Talk About Money More!

I’ve Never Been This Excited About Taxes!

How We Saved a Client a Ton of Money

How a Tax Plan Changed My Business

What to Expect

Step 1

Submit your details

Share your income sources, business or investment structure and the planning challenges you want to solve. No tax documents or Social Security numbers are requested at this stage.

Step 2

We review fit

A member of the Prosperl team reviews your situation against our service scope and confirms whether a strategy consultation is the right next step.

Step 3

Consultation

If it is a fit, we schedule a working session to walk through planning opportunities, implementation requirements and how engagement works.

Why Prosperl CPA

Our team focuses specifically on proactive tax strategy for W-2 earners, business owners and real estate investors — not general bookkeeping or once-a-year filing.

Licensed CPA-led planning team

Every strategy is reviewed by a credentialed CPA before it's recommended to a client.

Specialized in proactive strategy

We focus on entity structure, timing and investment planning — the decisions made before you file, not just the filing itself.

Works with U.S. and cross-border situations

Our team has supported clients on domestic and cross-border business structuring and expat tax questions.

A documented, repeatable process

Every engagement follows the same review, strategy and implementation process, so you know what to expect.

See documented case studies and client reviews.

CASE EXAMPLE — HIGH W-2

High W-2 strategy stack

A high-income W-2 client worked with our team on a strategy stack that resulted in a documented $137K refund. Individual results vary by situation.

CASE EXAMPLE — BUSINESS OWNER

High S-Corp restructuring

An S-Corp owner restructured their entity and compensation strategy with our team, resulting in a documented $2.5M in savings over the engagement. Individual results vary by situation.

CLIENT TOPIC

Cross-border business structuring

Clients with cross-border business interests have worked with our team on structuring that accounts for both U.S. and foreign tax exposure.

Frequently Asked Questions

Browse the questions

Quick answers

Tax planning and savings

How proactive planning works, what makes it different, and what it may require.

Question

How Do We Create Tax Savings?

We build a tax plan around your situation, considering your entity structure, income and investment activity, timing, depreciation, retirement accounts, and charitable giving. The right combination depends on your goals and how these decisions affect one another.

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Question

How is Tax Planning Different from Tax Preparation?

Tax preparation reports what already happened and determines what you owe. Tax planning looks ahead at decisions you can make now to reduce taxes in the current and future years, leaving more to reinvest toward your goals.

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Question

Why Hasn’t My CPA Taught Me How to Save on Taxes?

Many CPAs focus on preparing an accurate, compliant return. That work matters, but reducing future taxes takes an additional step: identifying tax incentives and planning opportunities before decisions are final.

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Question

What if I Don’t Have the Capital to Invest Into These Strategies?

We first look at whether money you already spend can be redirected toward tax saving strategies. For W-2 earners, once a suitable plan is in place, adjusting paycheck withholding to reflect expected tax savings may free up cash to help fund it.

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Who we help

The clients Prosperl serves and how its approach compares with specialist firms.

Question

Who Do We Serve?

We work with high income real estate investors and entrepreneurs whose tax situations offer meaningful planning opportunities. Our goal is to help clients keep more of what they earn and put those savings toward their financial goals.

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Question

How is Prosperl different from a real estate tax strategist?

We combine real estate tax planning, such as cost segregation, 1031 exchanges, and capital gains planning, with other strategies for high income earners. When real estate alone does not address your tax needs, we may also consider tax credits, tax advantaged investments, charitable giving structures, and entity planning.

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Preparation, fees and working together

What the engagement may include and how planning connects with return preparation.

Question

Do We Do Tax Preparation for Our Clients?

Yes. We prepare our clients’ returns so the planning strategy is reflected accurately and compliantly when they file. Handling both lets us consider available tax elections and the full implications of the plan.

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Question

Is tax preparation included in planning fees?

No. Tax preparation is billed separately unless your agreement specifically includes the returns and tax years to be prepared. We bill 50% to start the return and the remaining 50% after completion, with any adjustments for changes in the scope of work.

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Question

Will We Need You for Tax Preparation?

It depends on your filing needs and timing. We recommend using Prosperl once our strategies have been implemented so they are reported correctly. If your current CPA has already started your return or you join us late in filing season, you may finish with them and transition the following year.

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Question

Why use Prosperl for tax preparation?

We understand the strategies we recommend and how they should appear on your return, including cost segregation and related tax benefits. Our preparation process and staffing support accurate, compliant returns and timely turnaround, with planning and filing handled by a team that knows your situation.

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Question

Why does Prosperl cost more than other accountants?

Our fees support the time, research, and experienced staff needed for proactive tax planning. That gives us more capacity to review your situation, respond to questions, and develop strategies for long term tax savings. The value comes from the planning and ongoing support you receive.

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Final Step

Apply for a Free Tax Planning Consultation

Qualified applicants receive a free consultation and a projection of potential tax savings based on their financial situation.