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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 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. 

Basic Individual Return

Starts at $600. Includes 1040 form and one state tax return. Pricing depends on complexity. Returns for dependent children start at $250.

Business partnerships, C-Corp, S-Corp Returns

Starts at $700 and varies based on receipt and record organization, documentation, and the complexity of the business.

Trust, Estate, and Non-Profit Returns

Starts at $500 and varies based on complexity.

Schedule D for Capital Gains

Includes one Form 4979. This add-on starts at $50 and varies based on complexity.

Schedule C - Profit or Loss

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

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

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

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

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

Schedule F - reports farm income and expenses.

Starts at $50 and varies based on complexity.

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