Services
BUSINESS CONSULTING
BUSINESS ADVISORY
OUTSOURCED HR
We maintain a team of highly certified professionals is dedicated to helping businesses like yours achieve unique goals. We partner with your business to deliver tailor-made innovative solutions that are fast, efficient, and effective.
Our expert professionals understand the difficulties and administrative burdens that come with having employees. That’s why we offer a range of services to help employers focus on growth by outsourcing HR. With our services, clients can gain more control over their companies, reduce stress, and save time.
HR services include contract business partners, payroll and HR administration, employee benefit plans, workers’ compensation, strategic planning sessions, branding and positioning analysis, and more. Our goal is to provide personalized services that meet your unique business needs.
At Prosperity One Financial Group LLC, we’re committed to providing our clients with the highest quality of service possible. So get started today by clicking Schedule a Consultation or email at [email protected].
TAX PREPARATION Services
Our team of experienced professionals are dedicated to helping you navigate the complexities of IRS regulations so that you can receive the maximum deductions possible. We understand that taxes can be confusing and overwhelming, so we strive to educate our clients and offer personalized guidance to ensure their tax returns are accurate and compliant.
In addition to providing expert tax advice, we also develop personalized strategies to help those who owe. We aim to help you minimize your tax liability and keep more of your hard-earned money.
We offer a variety of convenient virtual and office appointments to fit your busy schedule. Our tax services extend to all states, and we specialize in a range of areas, including Gigs (Uber, Lyft, Airbnb, Instacart, Shipt, etc.), military, small businesses/LLCs, home office deductions, earned income and child tax credits, foreign income, property income, tax reporting for corporations, partnerships, and other business entities, and business property gain and loss.
Don’t let taxes stress you out – let us handle the details so that you can focus on what you do best.
Get the tax advice you need and a free quote by clicking Schedule a Consultation or via email at [email protected].
Business Formation Services
Starting a business requires taking the necessary steps to establish your business entity. This process involves registering a DBA, incorporating, or forming a partnership. It’s essential to determine the right form of business entity for your venture, as it affects personal liability, taxation, and other crucial details. Choosing the right business structure can help your business thrive and succeed.
The most common forms of business structures include sole proprietorships, partnerships, corporations, S corporations, and Limited Liability Companies (LLCs). Each of these structures has unique legal and tax considerations that must be taken into account when selecting the appropriate one for your business.
By carefully considering the advantages and disadvantages of each business structure, you can make an informed decision that sets your business up for success. Whether you’re just starting or have been in business for a while, selecting the right business formation is a critical step towards achieving your entrepreneurial goals.
Let us help you set up your business properly from the start!
TAX PLANNING Services
30 Minute
This planning session will focus on current personal or business tax scenarios, which include updates to W-2 wages, portfolio income, rental income, and business income. We assume your medical expenses, property taxes, dependents, mortgage interest, and charitable donations remain similar to the prior year. This package also adds rental property sales, primary residence sales, and changes in state residency. Expats (foreign earned income exclusion) also fall into the advanced tax planning category.
60 Minute
This planning session will take an in-depth look at current personal or business tax scenarios.
Comprehensive tax planning includes W-2 wages, portfolio income, rental income and business income updates. In addition, we assume your medical expenses, property taxes, mortgage interest and charitable donations are similar to the prior year. We also update dependents. This package also adds rental property sale, primary residence sale and changes in state residency. Expats (foreign earned income exclusion) also fall into the advanced tax planning category.
BOOKKEEPING Services
Starting at $99/month, our basic bookkeeping services are designed to save our clients time and effort. We use cloud-based technology to automate many of the administrative tasks involved in bookkeeping, payroll, and tax preparation, so our clients can focus on their core business activities. Our goal is to make it easy for clients to do business with us, and we strive to provide high-quality services that reduce risk and save them money.
We demonstrate our commitment to quality by doing good work, being professional, and keeping our word. We also stay up-to-date on the latest tax changes and trends, and we provide our clients with business advice to help them make informed decisions about their finances. We offer 24/7 access to our online portal, which allows our clients to transfer documents, access their data, and communicate with us in real time.
Outsourcing payroll and tax preparation can reduce anxiety and give our clients peace of mind that their financial affairs are in good hands. We provide regular meetings and financial updates to help our clients avoid tax bill surprises and stay on top of their financial obligations. We also have a team of expert accountants who can provide the expertise of a much larger firm, even for small businesses.
At Prosperity One Financial Group, we are committed to helping our clients achieve their financial goals. Whether you need basic bookkeeping services or comprehensive investment planning, we have the expertise and resources to help you succeed. Visit our website at www.prosperity1fg.com to learn more about our services and how we can help your business prosper.
Using our bookkeeping services will give you top-notch results and peace of mind with our bookkeeping support team.
Business Funding & Credit
We are proud to partner with lenders to offer business funding, specializing in startups that may have trouble securing financing through traditional banks. We aim to provide entrepreneurs with the resources they need to succeed, and we are committed to working with you to find the right funding solution for your business. With our strategic funding partners, we can help you obtain the funding that’s right for you.
Our financing options include unsecured loans, lines of credit, and revolving lines, all without requiring a business plan to apply.