Tax Planning & Preparation

At Prostatis Financial Advisors Group, we want our clients to understand that sophisticated, comprehensive, affordable tax planning is important and accessible to everyone. We transform the tax experience from an unplanned, once-a-year stressful event into an activity filled with saving, lifestyle, and investment opportunities.


Whether a client completes a Tax Organizer to perfection or prefers the shoebox method and needs an accountant to sort through it all, we work with them and even provide companion services.

We can keep clients’ quarterly tax preparation and their cash flow on track with phone or email reminders, and, should the governmental agencies audit a client, we will represent them.

Download the 2018 Income Tax Organizer

Want help with your taxes? Sign up for a complimentary consultation!