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10955 Lowell Avenue Suite 900 Overland Park, KS 66210

913-451-4501
prosper@prosperityadvisors.com
CLIENT CENTER

Prosperity Tax Center

We know tax laws, strategies, planning and tax burden. We offer a three tier program including: consultation, education and preparation of taxes.

Our tax team, led by Daniel Delaney, CPA®, would like to assist you with maximizing your deductions and learning about pre-tax savings strategies to avoid unnecessary tax spending. We keep up on changes to the tax laws so we can offer relevant tax planning solutions and accurate tax preparation services to our clients, in addition to comprehensive financial planning.


Tax Review Strategy Meeting

  • Plan ahead for next year's taxes! Our tax planning session is a one time, hour long meeting designed to allow you face-to-face time with a tax consultant addressing planning ideas that impact your tax burden. This session does not include preparation, nor does it require implementation with Prosperity. *$199 is base and can go up based on the complexity of the situation. Contact us for a quote!


Tax Preparation Services

Our tax team will work with you to provide you tax preparation, counseling, education and planning for personal and small business success.

<sup>Basic Individual Return</sup>

Basic Individual Return

Includes 1040 Forms and one state tax return. Filing starts at $299 and varies based upon complexity

<sup>Business Partnerships, C-Corp and S-Corp Returns</sup>

Business partnerships, C-Corp, S-Corp Returns

Starts at $599 and varies based upon receipt and record organization, documentation and complexity of business.

<sup>Single Member LLC's</sup>

Single Member LLC's

Starts at $199 and vary based upon receipt and record organization, documentation and complexity of business.

<sup>Schedule D</sup>

Schedule D for Capital Gains

Includes one form 4979, this add on starts at $50 and varies based upon complexity.

<sup>Schedule C</sup>

Schedule C - Profit or Loss

This add on starts at $50 and varies based upon complexity.

<sup>Schedule E</sup>

Schedule E - Income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts. 

This add on starts at $199 and varies based upon complexity.

<sup>Schedule K-1</sup>

Schedule K-1 - Reports each shareholder's share of income, losses, deductions and credits.

This add on starts at $50 and varies based upon complexity.

<sup>Schedule F</sup>

Schedule F - reports farm income and expenses.

Starts at $50 and varies based upon complexity.

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