Our Process

A Clear Process for Proactive, Year-Round Tax Planning

See how Prosperl evaluates tax-planning opportunities, builds a coordinated plan and supports implementation throughout the year.

The journey

Three stages, from first call to year-end

Fit & Opportunity Analysis

Before anyone signs anything, we look at your current income, entities and goals with you and decide together whether Prosperl is the right fit.

You receive an Opportunity Report and a written engagement proposal.

Private strategy call

You meet a Client Strategist to review your current tax position, your goals for the next few years and the planning questions you want answered.

Current-year income sources, entities and filing structure

Whether our planning approach fits your situation

Short and long-term personal, family and business goals

Opportunity Report

If we are aligned, we prepare a customized Opportunity Report video that walks through what proactive planning could look like for you.

Estimated planning potential for the current and future years

Liquidity considerations

Strategic alignment with your personal, professional and family goals

Multi-year planning impact

Conclusion session

We meet again at no cost to review the roadmap, answer your questions and share a written engagement proposal covering your initial plan and ongoing advisory support.

Plan & Onboarding

Once engaged, we align our systems with yours, assign your points of contact and build the coordinated plan you will implement over the year.

You leave with one coordinated written plan and clear responsibilities.

Strategic onboarding

We connect our systems to yours and confirm who owns what, with a dedicated point of contact for advisory and for tax preparation.

Tax coaching and write-off review

We move beyond basic bookkeeping to identify eligible deductions, structure existing costs as legitimate business deductions and coach you on documentation designed to support each position under applicable tax rules.

Foundational tax planning

We implement the core pillars of your plan:

Income shifting

Depreciation strategies

Health care and fringe benefit planning

Capital gains planning

Entity implementation

Real estate investing tax strategies

Retirement account strategies

Advanced tax-planning strategies

The strategy session

This is our library of advanced planning strategies reserved for higher-complexity situations. In a dedicated session we review which of them apply to you, layering charitable strategies, tax credits, tax-advantaged investments and business deductions on top of your foundational plan.

Implementation & Year-Round Support

We do not hand you a plan and disappear. We help execute the approved recommendations, monitor progress and prepare you for year-end decisions.

You get year-round execution support, not a once-a-year filing.

Implementation and continuous support

We facilitate the transactions and relationships needed to put the plan in place, and stay available through the year:

Portal access for ongoing communication

Updates on new legislation and emerging strategies

Mid-year planning to assess progress and address changes

Direct access through weekly open calls with our founder, Mark Perlberg, CPA

Meetings on an as-needed basis, up to 12 times per year

Access to private planning workshops

Tactical implementation support and wealth optimization frameworks

Q4 planning to finalize decisions before the December 31 deadline

Complete the form, speak with a Client Strategist and receive an opportunity review if there is a mutual fit.

Who we work with

What changes for your situation

The strategies we evaluate inside them depend on how your income is earned.

proof

See the process applied to real engagements

Our tax planning case studies walk through the plan behind each outcome, for high W-2 earners and business owners alike. Results depend on the facts of each engagement and are not a guarantee of future outcomes.

Let's Talk!

Request a Free Consultation

Request a consultation with us to find out how we can help you save on taxes.