Business Tax
We have extensive experience providing high-quality tax services to closely held businesses and their owners in a broad range of… 
We are experienced tax advisors who seek opportunities to help you minimize tax through thoughtful planning. Our team of trusted tax professionals listens to your needs, communicates effectively and proactively problem solves. With Prosperity Partners, you will find an experienced and engaged partner to manage your tax planning and preparation.
Estate, Gift & Trust Tax
We have extensive experience preparing estate, gift and trust income tax returns. We review your sophisticated…
Family Office Tax Services
We provide outsourced tax preparation and consulting services to family offices, ultra-high-net-worth families and large…
Individual Tax
We expertly plan and prepare tax returns for high-net-worth individuals and their families, business owners and high…
State and Local Tax
Prosperity Partners’ best-in-class State and Local Tax team ensures businesses and individuals remain compliant with…
Stock Option Planning
Stock options and related deferred compensation arrangements represent a large source of wealth for many individuals…
Transaction Advisory Services
Prosperity Partners mergers and acquisitions team will be your tax experts as you navigate the complicated process of…
Charitable Planning
Our charitable planning experts create meaningful and impactful charitable giving strategies. From advising on the rules and…
