At Prosperity One Financial Group LLC, we prioritize individual attention for all of our clients. Our tax experts are committed to providing you with top-notch customer service. We take the time to listen to your concerns and provide tailored recommendations to meet all of your tax needs.

Please click here to complete the Tax Preparation Questionnaire and request a FREE tax quote.

Tax Consultations are available now! Click Here.


Our firm strives to provide flexible payment options that work for our clients. If you anticipate a tax refund, you can choose to pay your preparation fee out of your refund when it is issued, subject to bank fees. We also offer Tax Advances of up to $9000 with approval.


We are excited to introduce our new payment option, ClientCredit, powered by Affirm. This financing option allows you to pay your fees to the firm with no hidden fees, no late charges, and no surprises. To apply for the “Pay Later” option, simply contact the office.


Note that all required documents must be submitted for the completion of your tax return, and incomplete or partial submissions will be removed from the system. If you have additional documents to submit, we will provide a secure portal for you to upload them.


For self-employed individuals and small business owners, we require a profit and loss statement (P&L) or an expense breakdown sheet to begin your tax return. If you don’t have these documents, you can hire our team for bookkeeping services to create them for you. Please note that we will not calculate and break down your expenses unless you purchase our cleanup services. Accurate and complete information is essential for us to complete your return.

At Prosperity One Financial Group LLC, we cater to the unique needs of all of our clients. We have our clients covered by helping to save on taxes and partnering through audits.

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