Comprehensive Tax Plan
Minimize Your Tax Liabilities
Clear Wealth Management
Legal Entity Optimization
Stop Donating Your Life to the IRS
If You Pay Over $100,000 in Taxes Every Year, You're Owed More Than a Refund. You're Owed Your Time, Your Freedom, and Your Future Back.
Book Your Free 45-Minute Strategy Session Now — No Risk, No Obligation.
You Built the Business. Took the Risk. Paid the Team. Scaled the Revenue.
So why are you giving the IRS six figures a year while others legally keep more?
You're not doing anything wrong. You're just not doing everything right.
At Prosperity Tax Advisors, we help high-income business owners and 1099 earners legally reduce tax liability using advanced strategies your CPA likely never mentioned.
You Didn’t Work This Hard Just to Work More
"I’ll scale once my tax situation improves."
"We’ll expand after Q2."
"Maybe next year, once taxes settle."
Every time you delay, taxes are the silent anchor. We call this "Dream Deferral". And it’s usually caused by one thing: inefficient tax strategy. Our job is to reverse it.
Book Your Call With ProTax Team
Maximize Your Savings With ProTax's Strategic Expertise.
What We Do In Your Free Consultation
Determine if you're unknowingly overpaying the IRS.
Explore how optimized tax strategies could potentially recover significant amounts.
Discuss tax-friendly entity structures to maximize your savings and create your legacy.
Discuss asset protection strategies we employ with our clients.
Assess if we're a good fit for each other..
This consultation is designed to see if you qualify for our services and to strategize how we can potentially give you back years, hours, and dollars.
Our Clients Are High-Income Earners Who Are:
This opportunity isn’t for everyone—but if you’re a high-income earner looking to reduce your tax burden and keep more of what you earn, this is for you. Here’s who benefits the most from our strategies:
Business Owners & Entrepreneurs
Consultants, Agencies, & 1099 Professionals
Doctors, Dentists, Practice Owners
Real Estate Investors & Operators
If you're earning 7 figures and sending 6 to the IRS, this is for you.
What You Gain with Prosperity Tax Advisors
Reduce Your Tax Bill 6 Figures Plus
Legally and ethically shrink your tax liability using advanced strategies tailored to your business and life.
Reclaim 10–15 Hours Per Week
Spend less time dealing with tax-related stress and more with the people and work that matter most.
Retire Years Earlier
Clients have cut 5–10 years off their retirement timeline simply by fixing how their business is taxed.
Sleep Better at Night
Stop the tax anxiety loop. No more audit fear. Just clarity, confidence, and compliance.
Time Is Running Out
Entrepreneurs take risks every day. But your tax plan shouldn't be one of them.
Overpaying while competitors out-plan you? That’s not strategy. That’s surrender.
We minimize the risks you can’t afford:
Audit exposure
Business valuation drag
Retirement delays
Mental burnout
Your Tax Dollars Are Stealing Family Time
Every extra $100K to the IRS? That's weekends lost. Dinners skipped. Kids growing up while you're "just finishing up Q4."
We don't just see tax dollars. We see recitals attended, vacations taken, dinners uninterrupted.
This is about your life, not just your ledger.
Why We're Different
AI + Human Expertise: Our software finds what most firms miss. Our team of CPAs, tax attorneys, and strategists custom-builds a plan that fits your life.
Audit Protection Included: Every strategy we build is backed with full documentation and substantiation. And if you're ever questioned about or audited on our work, we stand in front of you.
We Work With Your CPA: We’re not replacing them. We’re giving them the strategy they didn’t know you needed.
Proven Tax Strategies Plus Audit Insurance
our commitment to stand by you
We provide you with extensive documentation and substantiation for every strategy we implement.
Beyond that, our included Audit Insurance has our team standing beside you,
should you ever need that for any of the strategies we implement for you.
Proven Tax Strategies, plus
Audit Insurance. Our commitment to stand by you.
We provide you with extensive documentation and substantiation for every strategy we implement. Beyond that, our included Audit Insurance has our team standing beside you, should you ever need that for any of the strategies we implement for you.
Comprehensive Tax Plan:
We go beyond the basics to create a tax plan that encompasses every aspect of your finances. From smart investment planning to strategic estate management, we ensure every decision is tax-optimized.
⦿ Aligning your investments for optimal tax benefits.
⦿ Designing retirement strategies that balance enjoyment and efficiency.
⦿ Ensuring your legacy and charitable giving are both meaningful and tax-smart.
Legal Entity Optimization:
Asset Protection:
Retirement Planning:
Wealth Management:
Core Strategy:
At the heart of our service is the development and implementation of bespoke tax strategies. We consider your entire financial landscape to craft approaches that maximize your tax savings.
⦿ Creating a unique strategy that fits your financial goals.
⦿ Concentrating on strategies that yield the greatest tax savings.
Meet Your Team
Our team works diligently for you, to deliver advanced tax strategies,
research, planning, and compliance services.
MICHAEL MOFFA, AIF®, AWMA®,CRPC®, CEPA®
Chairman | Private Wealth Advisor
Michael is deeply involved in providing personalized financial guidance to our clients, ensuring a secure and prosperous financial future.
STEPHANIE VORWIG, MAcc, CPA
Vice President of Client
Advisory Services
Stephanie brings her expertise in forensic accounting to assist our clients with a wide range of financial needs. She’s skilled at uncovering financial insights that others may miss, which translates into more effective strategies and savings for our clients.
MICHAEL FURDOCK, J.D.
Tax Compliance Attorney
Attorney, entrepreneur, and your proactive tax strategy partner. With a strong background in contract law and tax compliance, Michael brings a practical and results-driven mindset to the ProTax.ai team.
NICK TURNER, CPA, CFP
Lead Tax Director
With over a decade at KPMG Nick has the skills necessary to develop and execute precise tax strategies that deliver real, bottom-line benefits. Trust in Nick and our team to craft a tax plan that works for you.
A Personal Letter from Michael Moffa
Dear Business Owner,
If you're paying over $100,000 in taxes each year, I want to speak directly to you. Because I know the weight you're carrying. I’ve seen how it steals your time, delays your retirement, and keeps you up at night wondering how long you can keep pushing at this pace.
You’re not overpaying because you’re careless—you’re overpaying because no one ever showed you the alternative.
Most tax professionals focus solely on compliance. They file your returns, keep you legal, and call it a day. But staying legal isn’t the same as being strategic. And compliance without strategy is how even the most successful entrepreneurs end up handing millions to the IRS unnecessarily.
That’s why we exist.
We’ve helped clients legally reclaim six figures and more in overpaid taxes—not by bending the rules, but by understanding them better than most, and applying them with precision.
If you're like the entrepreneurs I’ve worked with for 24+ years, you value control, clarity, and a long-term plan. That’s exactly what my team delivers. Not just a smaller tax bill—but a clearer path to wealth, freedom, and peace of mind.
If you’re ready to stop working for your taxes—and start making your tax plan work for your life…
Let’s talk.
Warmly,
Michael Moffa
Chairman, Prosperity Tax Advisors
The Clock Is Ticking
Many of the most powerful tax strategies are time-sensitive and must be implemented well before year-end.
Don't delay. Every week costs you money, freedom, and peace.
Let’s find out how much of your life we can give back.
Prosperity Tax Advisors — Strategic Tax Planning for Business Owners Who Are Done Playing Defense.
This isn’t about taxes. It’s about freedom.
Here's how we do it...
We will work directly with your CPA to make sure you are paying the lowest tax rate, legally and ethically possible.
Tax Assessment
Our team becomes your team. We conduct thorough analyses of your tax situation. We perform comprehensive reviews and in-depth assessments to craft tailored strategies which will significantly reduce your tax bill. Our meticulous approach, we ensures that every possible saving is uncovered.
Tax Strategy
Our approach is proactive and predictive. We stay ahead of tax law changes and adapt strategies swiftly to ensure they’re effective and compliant. With ProTax.ai, your tax strategies are always smart, up-to-date, and tailored to maximize your benefits within the bounds of the law.
Tax Implementation
ProTax.ai is hands-on throughout the year. We meet with you quarterly to review your financials, both business and personal, and adjust strategies in real-time. This approach prevents overpayment and maximizes your tax savings every step of the way.
What you get With ProTax.aI
Amazing AI Plus our Team of Experienced Professionals
We have helped Our Clients
save millions on their taxes
Frequently Asked Questions
Questions? We’ve got you covered.
I already have a great CPA/Tax person, why would I use you?
Most of our clients have great CPA's. We prefer that you do, it makes our job easier as they can provide the best information about your current tax situation. We will coordinate and work directly with your current CPA.
Here's why you would use us: Your current CPA has taken you to the lowest tax rate they can, but you still owe $50k a year or more. If we can't find savings beyond what they already have, we can't charge you. It's our guarantee.
What do you mean by Audit Insurance?
First, we provide you and your CPA with a complete package for each strategy.
These packages provide you with all of the documentation and substantiation that the IRS should need to see, in an easy to read format.
This assures that, should an audit for one of our strategies ever happen, you only need to send this information and it should stop those questions right in their tracks.
And, should the IRS need more, our Audit Insurance means that we will be there, by your side, defending any and all of our strategies we have implemented with you.
What is this AI tax software, and how does it work?
Our software leverages the power of artificial intelligence to analyze your financial information and provide tailored tax-saving strategies. It has been trained on the entire US tax code. Over 75,000 pages containing over 1,500 strategies, some of which, we will match to your personal situation and present to you substantial savings.
Is my personal and financial information secure when using this software?
Yes, we utilize the industry standard for safe document transfer and storage. Your personal and financial information is safe with us.
Can this software help with both personal and business taxes?
The software is designed to help people with their personal taxes. We can advise you on strategies that are affected by your business, but ultimately, we're going to reduce your personal taxes.
How much can I save using this software?
How much you save depends in a large part on how much you usually pay. Our clients save, on average $30,000 to $50,000, but we've saved clients 100's of thousands and one client saved $2.6 million.
Do I still need to consult a human tax expert in addition to using this software?
Absolutely! This software is a tool that our team of experts use to help them save you on your taxes. Our Executive committee ranges from a former KPMG CPA, to one of our founders with over 20 years in wealth management. We've got tax lawyers and a forensic CPA on the team. So, yes, our team of "humans" is here to make sure you pay the least amount in taxes as legally and ethically possible.
Start your journey to significant tax savings with
ProTax.ai today!
ProTax.aI puts Your money back into Your Pocket.
