Prosperity Tax Advisors

What Prosperity Tax Advisors does

Prosperity Tax Advisors is a Tampa, Florida-based strategic tax planning firm founded in 2009 by Michael Moffa. The firm designs, implements, documents, and defends custom multi-year tax architectures for high-income business owners and professionals, primarily those paying $150,000 or more annually in taxes and operating from S-Corp or LLC structures with $1M+ in revenue. Its core methodology, the proprietary five-step 'Prosperity Process' (Clarity Audit, Custom Wealth Tax Blueprint, Entity Engineering, Empowerment Through Education, and Execution & Oversight), is delivered by a credentialed team holding eight professional designations (CPA, CFP, EA, CEPA, AWMA, AIF, CRPC, and Digital Assets) with 80+ years of combined experience. The firm targets seven niche verticals: business owners, physicians, real estate investors, tech founders, crypto/digital asset investors, film & entertainment professionals, and construction trades, alongside high-income Tampa Bay residents.

The firm operates a high-touch, consultative sales motion with no self-serve or product-led channels. Every engagement begins with a 45-minute qualification call, followed by a $4,500 Comprehensive Tax Analysis (refundable if no meaningful savings are identified; fee credits toward implementation if savings are found). Ongoing engagements are annual, project/engagement-based fees that bundle tax strategy design, audit protection, compliance, bookkeeping aligned to the tax plan, quarterly projections, retirement and benefit plan coordination, and wealth/investment alignment. The firm intentionally limits client intake to preserve service quality. Distribution relies on content marketing (Insights blog), SEO with location- and niche-specific landing pages, gated PDF guides, and a free weekly Tax Engineering Masterclass. The Tampa headquarters serves the local Tampa Bay market across six sub-areas (South Tampa, St. Petersburg, Clearwater, Brandon, Wesley Chapel, Westchase) while specialized niches (tech, crypto, film) are served nationwide via remote delivery.

The business is privately held and founder-led, with no disclosed venture capital, private equity, or acquisition activity. Revenue is not publicly disclosed; customer outcome metrics cited include $77M+ in client capital retained in 2025, $43.5M in total deductions secured, $12.68M in savings identified in 2024, and 10,000+ returns reviewed across the firm.

Name

Prosperity Tax Advisors

Legal name

Prosperity Tax Advisors

Website

https://prosperityta.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Prosperity Tax Advisors is a Tampa-based, founder-led tax advisory firm that designs and implements multi-year tax architectures for high-income business owners and professionals across seven niche verticals, using a proprietary five-step methodology delivered by a credentialed team.

Ownership category

akta.pro rank

Product category

Tax Advisory and Strategy Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax-Aware Investment Planning (FSAEAAAE)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Strategic tax planning
• Tax strategy design
• Entity engineering services
• Audit protection services
• Wealth tax advisory

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Comprehensive Tax Analysis (Entry Product): One-time $4,500 financial structure review identifying missed deductions, credits, overpayments, entity structure recommendations, and a customized tax strategy. This is the entry-point engagement. If no meaningful savings are identified, the fee is refunded. The $4,500 credits toward implementation if savings are found.
2. Tax Strategy Design Engagement (Annual): Ongoing annual engagement for custom multi-year tax architecture. Includes full multi-year assessment, entity structure recommendations, income timing, retirement design, real estate coordination, quarterly reviews, and audit-ready documentation. Coordinated with tax compliance, bookkeeping, and wealth management as part of the engagement. Revenue is project/engagement-based, not hourly billing.
3. Audit Protection (Bundled): Audit defense and documentation bundled with every Tax Strategy Design engagement — not billed by the hour after the fact. Included as a pillar of every engagement, not sold as a standalone add-on. Represents a risk-mitigation value add bundled into the professional services fee.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Prosperity Tax Advisors designs, implements, documents, and defends custom multi-year tax architectures for high-income business owners and professionals. The firm's core offering is a year-round Tax Strategy Design engagement that engineers entity structures, compensation, retirement layering, real estate positioning, and audit-ready documentation, sold alongside bundled Audit Protection and supported by coordinated compliance and bookkeeping services. Entry is via a $4,500 Comprehensive Tax Analysis, with a refund if no meaningful savings are identified.

Product overview

Prosperity Tax Advisors offers a unified suite of tax strategy and advisory services centered on two core offerings: Tax Strategy Design (custom multi-year tax architecture engineered around client entities, income, and goals) and Audit Protection (documentation, substantiation, and IRS representation bundled into every strategy). Supporting services—Tax Compliance, Books That Match The Plan, Quarterly Projections, Entity & Ownership Maintenance, Retirement & Benefit Plan Coordination, and Wealth & Investment Alignment—are coordinated within the Tax Strategy Design engagement rather than sold as standalone offerings. Entry-level access is provided via the $4,500 Comprehensive Tax Analysis, which includes a full financial review and credits toward implementation. The firm also offers a free Tax Engineering Masterclass as an educational lead magnet.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Strategy Design Custom multi-year tax strategy engineered around the client's entities, income mix, and long-term goals for high-income business owners and professionals; includes entity structure recommendations, income timing, compensation planning, retirement design, and quarterly strategy reviews.
• Audit Protection Documentation, substantiation, and defense bundled into every engineered strategy (not billed by the hour after the fact), including contemporaneous memos, elections, cost segregation studies, and credentialed representation before the IRS.
• Comprehensive Tax Analysis A $4,500 financial review of the client's structure designed to identify meaningful annual tax savings; if no meaningful savings are identified, a full refund is provided, and the fee credits toward implementation if savings are found.
• Tax Engineering Masterclass A free live 45-minute weekly masterclass for high-income business owners and professionals covering tax architecture principles, the tax engineering framework, and real client results, with recordings available for those who cannot attend live.

Quantifiable outcome

• $77M+ client capital retained in 2025 across all engagements
• +8 more outcomes

Named customers17 records

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Moss Adams: Moss Adams is a top-20 U.S. accounting and business advisory firm with strong tax-planning services for privately held businesses and high-net-worth individuals. Comparable as a competitor offering proactive tax strategy, entity engineering, and wealth coordination, primarily on the West Coast and Pacific Northwest.
• Eide Bailly: Eide Bailly is a top-25 U.S. accounting and advisory firm with dedicated tax planning, wealth advisory, and credits-and-incentives practices. Comparable to Prosperity's tax-engineering, entity, and credits work for owner-operated businesses, with a regional Midwest/West footprint and broader service portfolio.
• Plante Moran: Plante Moran is a top-15 U.S. accounting and business advisory firm with a strong private client services practice serving high-net-worth individuals and closely held businesses. Comparable as a competitor offering proactive tax planning, entity structuring, and wealth integration, with significantly larger scale and Midwest concentration.
• BDO USA: BDO USA is a global accounting and advisory firm with a dedicated private client services practice serving high-net-worth individuals and family businesses. Comparable to Prosperity in tax planning, entity structuring, and wealth integration for business owners, but with a much larger bench, technology investments, and geographic coverage.
• Marcum LLP: Marcum LLP is a top-20 U.S. accounting and advisory firm with a strong tax practice serving closely held businesses and high-net-worth individuals. Comparable as a competitor offering entity engineering, retirement design, and proactive tax planning, with significantly larger scale and broader industry coverage.
• Cherry Bekaert: Cherry Bekaert is a top-25 U.S. accounting and advisory firm providing tax planning, credits and incentives, and wealth advisory to high-net-worth business owners. Comparable to Prosperity's tax engineering and credits work (Section 174, cost seg, credits), but with broader national coverage and a larger team.
• RSM US: RSM US is a top-10 U.S. audit, tax, and consulting firm focused on the middle market. Comparable as a competitor to Prosperity for owner-operated businesses, with similar entity, retirement, and proactive tax-planning services, but at a significantly larger scale and broader service portfolio.
• Andersen Tax (now Alliant): Andersen Tax (rebranded to Alliant) is a national tax and advisory firm that proactively engineers tax strategies for high-net-worth individuals and businesses. Comparable as a tax-advisory competitor at a larger scale, with similar entity engineering, international structuring, and proactive-planning orientation, but serving a broader geographic footprint.

Emerging players

• CoinLedger (formerly CryptoTrader.Tax): CoinLedger is a leading crypto/digital asset tax software platform that reconciles transactions, calculates cost basis, and generates tax forms for digital-asset investors. Comparable to Prosperity's emerging 1099-DA readiness and digital-asset tax advisory practice, but as a software product rather than a credentialed-advisory service.

Direct peers

• KBKG: KBKG is a specialized tax advisory firm focused on cost segregation studies, R&D credits, Section 174, and other engineered tax incentives for businesses and real estate owners. Highly comparable to Prosperity's engineering of cost segregation, Section 179, bonus depreciation, and incentive-driven tax strategies for the same high-income business-owner client profile.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/prosperityta
• LinkedInlinkedin.com/company/prosperity-tax-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prosperity Tax Advisors