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Perez Prosper Finance

Helping You File, Grow, and Prosper

Practical strategies to keep you compliant today and confident tomorrow

Services

Taking your finances to the next level

01

Individual Tax Preparation & Planning

Make filing your taxes simple, accurate, and stress-free. Perez Prosper Finance LLC prepares federal and state tax returns for individuals and families, helping you claim every deduction and credit you’re entitled to while staying fully compliant with current tax laws. Along the way, you receive clear explanations and practical tips so each tax season builds toward better financial decisions in the future.

02

Small Business Tax & Startup Support

Whether you’re just starting your business or already operating, you get hands-on support with tax filing, recordkeeping, and business setup. Perez Prosper Finance LLC helps you choose and understand your business structure (LLC, sole proprietor, etc.), organize your financial documents, and file accurate business returns. The goal is to reduce surprises, keep you compliant, and lay a strong financial foundation so your business can grow with confidence.

03

Financial Coaching & Ongoing Advisory

Beyond tax season, you can work with Perez Prosper Finance LLC to strengthen your day‑to‑day finances and long‑term plans. This includes help with budgeting, managing debt, planning for savings goals, and understanding how your business and personal finances fit together. You get straightforward guidance, regular check-ins if you want them, and practical strategies designed to help you make better money decisions all year round.

Perez Prosper Finance LLC offers clear, flat-rate pricing so you know what to expect before you file. Final fees depend on the complexity of your return, but most clients fall into the categories below.

Transparent, Upfront Pricing for Tax Preparation

Perez Prosper Finance LLC offers clear, flat-rate pricing so you know what to expect before you file. Final fees depend on the complexity of your return, but most clients fall into the categories below.

Simple Individual Tax Returns – Form 1040
Ideal for straightforward wage earners.

  • $150 – Single, W‑2 only

  • $200 – Head of Household (HOH) or Married Filing Jointly (MFJ) with W‑2 income

  • $250 – Returns including education credits (Form 1098‑T) or dependents.

Individual Returns with Itemized Deductions or Additional Schedules
For taxpayers who itemize or have forms beyond a simple W‑2.

  • $350 – Returns with Schedule A and/or additional schedules (e.g., interest/dividends, small investments, limited side income), depending on complexity and number of forms

Small Business & Complex Individual Filings
For self‑employed taxpayers, side businesses, or multiple income sources.

  • $400–$800 – Includes Schedule C businesses, multiple 1099s, rentals, or other complex income situations; pricing based on number of activities and bookkeeping needs

Business Entity Returns – Corporations & Partnerships (Local) For LLCs, S‑corps, and partnerships needing separate business returns.

Contact us - Final fee based on entity type, number of owners, and complexity of records.

The Perez Prosper Finance Difference

Why choose us?

1

  • Family-Owned, Relationship-Driven Service – You work directly with a family team who treat your finances like their own, offering personal attention instead of a “factory” tax experience.

2

  • More Than Just Tax Filing – We don’t stop at returns; we help you understand your numbers, plan ahead, and connect your taxes to your bigger financial and business goals.

3

  • Convenient Mobile & Virtual Service – We come to you for in‑home appointments when needed, and also offer secure virtual meetings, so you can get your taxes and finances handled wherever you’re most comfortable.

4

  • Year-Round Support, Not Just in April – We’re available beyond tax season for questions, planning, and guidance, so you always have a trusted partner to turn to when life or business changes.

About Us

We are a family-owned advisory firm dedicated to supporting individuals and small businesses. Our site is designed to make tax filing simple, stress-free, and accurate. Beyond tax returns, we offer practical advice, resources, and one-on-one support to help you build financial strength, structure your business, and plan for lasting success.

Here, you’ll find:

  • Secure online tax filing and support for the upcoming tax season

  • Expert guidance on personal and business finances

  • Resources and tips for starting, running, and growing your business

  • Personalized service from a local team who cares about your future

Whether you need to file your taxes, set up a new business, or want to take control of your financial path, Perez Prosper Finance LLC is here to help with clarity, care, and the commitment you deserve.

Take the Next Step Today

View our live calendar and schedule your in‑person or virtual tax appointment in just a few clicks.

Every return includes a review for eligible credits and deductions, basic year‑ahead guidance, and clear communication about pricing before any work begins.
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