Prosperity Management & Tax Services logo PROSPERITYManagement & Tax Services
Fee Schedule

Our fees, in public.

Most tax firms make you book a call to find out what they charge. Here is the whole schedule — the annual tiers, everything each one includes, the additional services, and what moves the number.

Built for 1099 nurse practitioners, CRNAs, physicians and physician assistants who are independent, structured wrong, or about to be.

Start with a structure review

A 75-minute working session and a written summary. You leave knowing what you should be doing and exactly what it costs.

  • Entity recommendation with the actual math at your income
  • A 12-month estimated tax schedule you can follow
  • The three highest-value moves available to you right now
  • A fixed quote for ongoing planning, if you want it
Book the structure review
$675 Credited in full toward any
annual tier within 30 days
Annual Planning

Three tiers, priced by complexity.

Every tier covers a full year of proactive planning and a year-end optimization review with a written action memo. Pay monthly, or pay the year in full and save — 6% on Foundation, 8% on Strategic, 10% on Legacy.

Foundation

Newly independent NPs, PAs and CRNAs. Under about $250K net, one entity or none yet.

From $5,200per year · $433 per monthPay in full and save 6%
Modeled annual tax savings$6,000 – $12,000Roughly 1.5× to 2× the fee, at $150K–$250K net
  • Structure and entity recommendation
  • 12-month estimated tax schedule
  • Two tax projections
  • Year-end optimization review
  • Deduction and accountable plan framework
  • Retirement contribution guidance
  • Email support year round

Value delivered

CompanyA correct structure from day one, and a compliance calendar that stops late-filing penalties before they start.
OwnerA defensible position on how you pay yourself, documented rather than guessed at.
PersonalQuarterly payments you can actually budget for, and no April surprise.

Strategic

Established 1099 CRNAs, NPs and physicians. Roughly $250K to $600K, S-corp in place or coming.

From $9,000per year · $750 per monthPay in full and save 8%
Modeled annual tax savings$12,000 – $30,000Commonly 1.5× to 3× the fee, at $250K–$600K net
  • Everything in Foundation
  • Quarterly projections and estimate recommendations
  • Reasonable compensation study
  • Accountable plan setup
  • Retirement plan design
  • Year-end implementation
  • Two scenario models

Value delivered

CompanyA reasonable compensation study and accountable plan that hold up under examination, plus payroll set at the right number.
ShareholderDistributions taken outside payroll tax, with basis tracked so they stay tax-free.
PersonalRetirement contributions maximized and estimates recalculated quarterly, so income swings never turn into penalties.

Legacy

$600K and up, multiple entities, real estate, or practice ownership.

From $17,000per year · $1,417 per monthPay in full and save 10%
Modeled annual tax savings$30,000 – $75,000+Before cost segregation, which can move it materially higher
  • Everything in Strategic
  • Multi-entity coordination
  • Multi-state nexus monitoring
  • Real estate strategy integration
  • Coordination with payroll company and bookkeeper
  • Quarterly video meetings
  • Priority response

Value delivered

CompanyEntities coordinated so income lands where it is taxed least, with nexus monitored across every state you work in.
ShareholderBasis, distributions and loans documented across entities — the records that protect the structure if it is ever questioned.
PersonalReal estate depreciation integrated with practice income, and a plan that builds toward what you keep after you stop working.

Savings figures are modeled illustrations for a representative client at each income band, using 2026 federal figures — the $184,500 Social Security wage base, 2026 brackets, the §199A deduction with its specified-service phase-out, and current retirement plan limits. They are not a guarantee, a projection of your result, or a report of past client outcomes. Your actual savings depend on your income, entity, state and circumstances. The $675 structure review produces the real number for you.

Pricing Factors

What moves your number

Tier pricing starts where it starts because complexity is the real cost driver, not income. Five things change it.

Your filing entityA sole proprietorship costs less to plan around than an S corporation, a partnership or a C corporation.
Additional businessesHolding companies, management companies and separate practices each carry their own decisions.
Rental propertyEach property tracked in planning adds depreciation, grouping and basis work.
States you work inLocum and travel clinicians often owe in several. Each one is its own analysis.
A spouse with a businessA second set of entity, payroll and retirement decisions to coordinate with yours.
Prior-year cleanupUnfiled years, missed elections or returns worth amending are quoted separately.

The structure review settles all of this. Rather than guessing which of the above apply to you, spend $675 and leave with a fixed quote — credited back in full if you go ahead.

À La Carte

Additional services

Priced separately and added to any tier, or bought on their own. Three or more together take 10% off.

Compensation and payroll

Defensible reasonable compensation analysisWritten, market-data supported, built to hold up under examination.Included in Strategic and Legacy$1,250
Payroll computation reportAnnual salary schedule, fourth-quarter catch-up calculation, W-2 reconciliation.$550
Payroll setup and provider onboardingProvider selection, account configuration and first-run verification.$850
Accountable plan design and documentationWritten plan, reimbursement schedule and substantiation forms.Included in Strategic and Legacy$650

Entity and structure

Entity formation packageFormation filing, EIN, operating agreement or bylaws, first-year compliance calendar.$1,650
S-corp election filingForm 2553 prepared and filed on its own.$450
Entity restructure analysisWhether to convert, add a management company, or consolidate what you have.$1,450
Multi-state nexus reviewWhere you actually owe, how income is apportioned, and where your tax home sits.$950

Retirement

Retirement plan designSolo 401(k) versus SEP at your income, with provider setup guidance.Included in Strategic and Legacy$1,200
Backdoor and mega-backdoor Roth implementationStep-by-step execution guide with pro-rata analysis.$550

Real estate

Cost segregation coordination and benefit analysisBenefit modeling and oversight. The engineering study is billed by the provider.$1,650
Real estate professional or short-term rental analysisParticipation qualification review plus a documentation protocol you can defend.$1,450
Rental portfolio structuring reviewOwnership, financing and grouping elections across properties.$1,100

Advanced planning

Augusta Rule (§280A) implementationRate substantiation, meeting documentation and the annual calendar.$600
QBI (§199A) optimization studySpecified service business analysis and phase-out planning at your income.$950
Prior-year review and amendment scanThree years reviewed for missed positions and recovery opportunities.$850

Tax return preparation and compliance

Individual return (Form 1040)Base preparation. Additional state returns quoted separately.$850
S-corp return (Form 1120-S)Including shareholder basis tracking.$1,500
Partnership return (Form 1065)Including K-1 preparation.$1,500
Quarterly estimated tax managementFour recalculations and payment vouchers across the year.$700
IRS audit representation retainerAnnual. Full representation before the IRS as your Enrolled Agent.$1,800

You already know roughly what you paid last April.

Spend 75 minutes finding out how much of it was avoidable. If the answer is not much, you will have paid $675 for certainty. If it is a lot, you will have found it in September instead of next April.

Book the structure review