Prosper Tax & Financial

Serves San Antonio, TX

35244

Not yet available

1 employee

1 year in business

Not yet available

5.0

This pro accepts payments via Credit card, Stripe, and Zelle.

Next Service

Hours

Sun Closed

Mon 8:00 am - 5:00 pm

Tues 8:00 am - 5:00 pm

Wed 8:00 am - 5:00 pm

Thurs 8:00 am - 5:00 pm

Fri 8:00 am - 5:00 pm

Sat Closed

Introduction

Prosper Tax & Financial is a full-service accounting firm offering tax advisory, bookkeeping, and tax preparation services to small business owners. We work closely with each client to develop tailored, comprehensive solutions that meet their unique needs. I am a Certified Public Accountant (CPA) with over 15 years of experience in accounting and finance. I hold a bachelor’s degree in business administration with a concentration in Accounting and I am a Main Street Certified Tax Advisor (MSCTA). My expertise covers tax advisory, accounting/bookkeeping, and tax preparation for small businesses.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

I’m a full-service accounting firm offering tax advisory, bookkeeping, and tax preparation services. Pricing is based on the complexity of your bookkeeping and tax needs, as well as the number of advisory hours you’d like to include in your package.

What is your typical process for working with a new customer?

We will schedule a free 15-minute call to discuss your needs and determine if we’re a good fit to work together. If everything aligns, we’ll move forward with the onboarding process.

What education and/or training do you have that relates to your work?

I am a Certified Public Accountant (CPA) with over 15 years of experience in accounting and finance. I hold a bachelor’s degree in business administration with a concentration in Accounting and I am a Main Street Certified Tax Advisor (MSCTA). My expertise covers tax advisory, accounting/bookkeeping, and tax preparation for small businesses.

How did you get started doing this type of work?

As a kid, I always enjoyed working with numbers. As I got older, I discovered a passion for listening to and talking about small business ownership. That led me to become a CPA and work for various major companies—but I eventually realized that what I enjoy most is working directly with small business owners in the community.

What types of customers have you worked with?

We specialize in supporting small business owners of service-based businesses, such as consultants and solopreneurs in the trades, such as plumbers, roofers, electricians, HVAC technicians, Oil & Gas service providers, etc., who understand the value of ongoing tax strategy, bookkeeping, and advisory support.

Describe a recent project you are fond of. How long did it take?

I recently onboarded a new client and, from our very first meeting, identified several issues with their bookkeeping and taxes. By addressing these problems, I was able to help them save at least $30,000 over the next five years.

What advice would you give a customer looking to hire a provider in your area of work?

Look for a provider who takes the time to understand your business—not just your numbers. The right accountant should offer more than just bookkeeping and tax filing; they should be a proactive partner who helps you make informed financial decisions year-round. Ask about their experience with businesses like yours, how they approach tax planning and advisory, and how responsive and communicative they are. Ultimately, choose someone you feel comfortable with and who genuinely wants to see your business thrive.

What questions should customers think through before talking to professionals about their project?

It's always smart to have a game plan before talking to an accounting professional. Some of the questions you should think through are the following: 1. What challenges am I facing? 2. What are my goals? 3. What kind of support do I need? 4. What do I value in a service provider?