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.
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.
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.
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.
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.