We expertly plan and prepare tax returns for high-net-worth individuals and their families, business owners and high earners. The complex tax code makes it increasingly difficult for affluent taxpayers to efficiently prepare their returns, avoid common pitfalls and take advantage of available credits and deductions. At Prosperity Partners, we strive to provide high quality service while keeping our clients informed of relevant tax law changes and tax planning opportunities.
We are proactive and maintain a dialogue to ensure we’re up to date on the tax issues relevant to a client’s particular situation. Our clients meet with us at year-end to run tax projections and to implement year-end tax savings strategies. We offer individualized income tax preparation and consulting services to meet sophisticated needs.
Our individual tax services include:
- Individual Tax Return Preparation
- Technical Tax Issue Review and Resolution
- Stock Option Planning
- Tax Projections and Year-End Planning
- Estimated Tax Analysis and Computations
- Tax Controversy
- Passive activity planning
- QSBS analysis and structuring
Meet our Individual Tax Group Leader
Client Testimonial
“The Prosperity Partners team has proven themselves to be one of my key financial advisors. Their knowledge of my personal tax situation allows them to assist me with relevant tax planning opportunities. In addition, their responsiveness to my tax questions throughout the year is well noted and is much appreciated.”
DAVID STERNFIELD
Business Attorney