Who we are

Prosperitus Wealth Accounting is a CPA-led firm serving individuals, families, and business owners who value coordination, accuracy, and proactive planning. We provide comprehensive tax filing, bookkeeping, payroll, and advisory services designed to support both day-to-day operations and long-term financial decision-making.

Our services include individual and business tax preparation and filing, ongoing bookkeeping and financial reporting, payroll processing and compliance, and entity-level accounting for closely held and multi-entity structures. We work with business owners, professionals, and families to maintain clean books, timely filings, and reliable financial data that supports informed decisions throughout the year, not just at tax time.

Integrated tax planning is central to our approach. We look beyond historical reporting to help clients evaluate entity structure, compensation strategies, retirement contributions, estimated tax planning, and the tax implications of major financial decisions. Because we operate within the broader Prosperitus ecosystem, our tax and accounting work is coordinated with investment strategy, estate planning, and long-term goals, allowing clients to understand how today’s decisions affect future outcomes.

By combining disciplined execution with collaborative planning, we help clients move beyond reactive compliance toward greater clarity, efficiency, and confidence in their financial lives.

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