Individual & Family Tax Preparation
Personal and family returns prepared with attention to detail — from straightforward filings to more involved situations, handled with care.
Tax preparation & professional support
Organized tax help for people and the professionals who serve them.
Prosperity Wealth Solutions brings together individual and business tax preparation with the software, tools, and practical support tax professionals need to run an efficient practice.
Questions? Call +1 877-378-6202
Tax Preparation
Tax Filing Made Simple.
Personalized assistance and accurate preparation, with a careful review of every deduction and credit you're eligible to claim — so you can file with confidence.
Tax Preparation for Truckers
Specialized support that understands the road. We organize your income, expenses, and deductions so your return is done right.
Convenient In-Office & Virtual Filing
File from wherever you are. Visit us in the office or work with us virtually — whichever fits your schedule and comfort.
Tax Preparer Opportunities
Grow your tax practice with a partnership built to share the work and the reward.
Three clear revenue-sharing options for preparers who want more than software — real support, shared workload, and a split that respects the value you bring.
50 / 50 split
Equal Partnership
An even split for independent preparers who want a straightforward, balanced revenue share with no surprises.
- Equal share of preparation fees
- Shared access to software and CRM tools
- Collaborative client handoff support
60 / 40 split
Flex Partnership
A balanced split with room to grow — more than even, with practical support that scales as your volume increases.
- You keep 60% of preparation fees
- Full software and CRM access
- Responsive EFIN and onboarding support
70 / 30 split
Growth Partnership
A higher share for preparers bringing steady volume — rewarding established practices with a larger cut.
- You keep 70% of preparation fees
- Priority software and EFIN support
- Dedicated onboarding and training
What you get
- No franchise fees or long-term lock-in
- Use your own brand or operate under ours
- Flexible scheduling — full season or overflow only
- Direct line to our support team
Tax Software
One complete package for tax professionals.
A single, clearly organized annual package — software, EFIN support, and CRM tools — without the confusion of multiple tiers.
Annual package
$199/ year
Everything you need to support your tax practice.
What's included
Tax software access
Prepare and e-file returns for your clients in one place.
EFIN assistance
Practical guidance to get your EFIN set up without the guesswork.
CRM access with free tools
Track leads, forms, appointments, and follow-up in one place.
Additional charges may apply for advanced CRM services, artificial intelligence features, phone calls, text messages, emails, and other paid usage features.
Kee Taylor
CEO, Prosperity Wealth Solutions
About Us
Professional service, practical tools, organized support.
Prosperity Wealth Solutions brings together accurate tax preparation for individuals and businesses with the software and operational support that tax professionals rely on — so clients feel prepared and practices run efficiently.
From EFIN assistance and CRM access to business services and contractor opportunities, our focus is practical: clear communication, organized operations, and the confidence that comes with dependable support.
Ready to file with confidence?
Book a consultation today and get personalized tax guidance from a professional who cares about your goals.