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Watch the short video to learn how you can drastically reduce your large tax bill this year.
Answer a few simple questions
Fill out the form below & we'll show you what you could save right now.
Set aside time for your conversation
Meet with our team to discuss your situation.
45 minutes Zoom No commitment
Add the invitation to your calendar. Bring your approximate annual tax bill and the questions you want answered. If your plans change, use the rescheduling link in your confirmation.
This service focuses on annual tax bills of $150K or more. You’re welcome to watch the webinar for general information.
Watch the tax strategy webinarYou’re welcome to watch the webinar. If you’d like to hear from us when a suitable service becomes available, you can request an email below.
Your request is saved. We’ll email you if a suitable consultation or service becomes available. No appointment has been booked.
Watch the webinarBeyond another write-off
01 / WHY THE BILL STAYS HIGH
A $72K retirement contribution saves about $29K at a 40% tax rate. Against a $300K tax bill, the standard moves only go so far.
2026 employee + employer limit, excluding eligible catch-up contributions. Illustrative tax savings.
02 / WHAT TO LOOK AT NEXT
Advanced planning looks at how strategies work together, what they cost, and how much money stays available for your business and your life.
Watch Michael’s $400K example in the video. Eligibility, costs, risk and tax treatment vary.
Why start now? Many 2026 planning decisions need to happen before December 31. Leave time to put the right plan in place.
One overlooked piece. Handled with you.
Some strategies also require you to take part in the activity and be able to show what you did. That’s called material participation.
Miss that step, and the tax savings and deductions you expected may not hold up in an audit.
You know what to do.
You have a team to help you do it.
Included in our work together
We coordinate the steps, the people and the deadlines.
Where it’s required, we explain your role and help you follow through.
We build the supporting file while the work happens.
Ongoing support. Audit protection built in.
Protection is subject to your written engagement, participation requirements and filing conditions. No guarantee against an audit or of a tax outcome. How it works →
In their words
It’s not just tax planning, it’s wealth building.
They explained everything in plain English, showed me the numbers, and delivered.
Excerpts from Prosperity’s published client stories. Names changed for privacy. Individual experiences; results vary.
Why a wealth advisor runs a tax firm
Michael Moffa ATA™, AIF®, AWMA®, CCE™, CEPA®, CRPC®
Founder, Prosperity Tax Advisors
After more than 20 years in financial services, Michael Moffa built Prosperity to close that gap. CPAs, enrolled agents and the investment side work on the same numbers, around what you want your money to do next.
Book Your CallWhat happens when you apply
Start with a free call. If there’s an opportunity, see the numbers before committing to a plan.
Your approximate tax bill, how you earn your income, and where our team can reach you.
What you expect to owe, what’s already in place and whether a deeper look is worthwhile. No perfect books needed. Keep your CPA. No commitment.
A mock draft of your return compares doing nothing, the basics and a full plan. You get a written plan with steps and dates, yours to keep. The analysis fee is credited if you move forward.
Implementation and ongoing advisory are a separate engagement. You’ll see the scope and cost before you decide.
Yes. The work often needs tax and investment planning coordinated, and that can include your CPA. Tell us what they’re already doing so we can see where a deeper review could add value.
Consultations currently focus on business owners, practice owners, people selling or who recently sold a business, and real estate investors with annual tax bills of $150K or more. If you select Other, your annual tax bill must be $500K or more. We are not currently accepting consultations for Executive / W-2 income. You can optionally ask us to email you if a suitable service becomes available.
You can still start the conversation. Tell us where things stand, and we can explain what information would be needed for a meaningful analysis.
No. The first conversation is free. If a paid analysis makes sense, we’ll explain its scope and cost before you decide. Any implementation is a separate, agreed engagement.
Many decisions that shape your 2026 return need to happen by December 31, and larger strategies can take longer to set up. A filing extension gives you more time to file; it does not extend every planning or payment deadline. Deadlines depend on the strategy and your circumstances.
Before the 2026 planning window closes
You worked hard for this income. Find out how much more could stay yours while there’s still time to act on your 2026 plan.
Book Your CallFree initial conversation · $150K+ annual tax liability
