Prospera Tax & Business Services
This pro is currently not available for Accounting
This pro is currently not available for Accounting
We know others who are. Tell us about your job and we’ll help you find the right pro.
We know others who are. Tell us about your job and we’ll help you find the right pro.
About
With over 20 years of experience in tax, we help individuals and business owners gain clarity, stay compliant, and make smarter informed decisions.
At Prospera Financial Architects, we don’t just prepare tax returns, we take the time to understand your financial situation and help you identify opportunities to reduce tax liability and plan ahead with confidence.
Other services we offer are: IRS Debt/Tax Resolution, Entity Creation/Planning/Restructuring, 'Side Gig' optimization, Tax Planning & Strategizing, Bookkeeping and Advising/Consulting.
Many clients come to us after feeling overwhelmed by the tax process or frustrated by working with someone who simply files their return without further explaining anything. Our approach is different. We believe in education, transparency, and personalized service, so you always understand what is happening with your taxes and finances.
If you’re looking for a knowledgeable professional who genuinely cares about helping you succeed financially, we would be honored to work with you.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Very good 4.6
7 reviews
5
86%
4
0%
3
0%
2
14%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Sula Z.
Mar 20, 2026
Hired on Thumbtack
She is very kind and very patient, the free meeting even lasted for over one hour. Even though we have finally divided to use our old tax consultant, but she deserves a try.
Individual Tax Preparation
Betsy G.
Jun 26, 2025
From Google
Mrs. Montalvo has been doing my taxes for a few years, she is professional and extremely knowledgeable in regards to the IRS laws. I would definitely recommend her services to anyone needing assistance and guidance.
Drew G.
Jun 26, 2025
From Google
Ms.Montalvo is one of the best you can find in town. She explains everything thoroughly and I recommend her services to anyone who's looking to start a business or tax services.
John D.
Jun 5, 2026
Hired on Thumbtack
Did not deliver on time and did not deliver all the services and consulting as promised. In addition was very slow to respond even after the busy tax season had ended and we had to file an extension. Nice person but would not recommend.
Individual Tax Preparation
Smart A.
Jun 26, 2025
From Google
(Translated by Google) Excellent service and professionalism. It's been one of the best accounting choices we've made.(Original)Excelente Atencion y profesionalismo. Ha sido de las mejores elecciones en contabilidad que hemos tomado.
Credentials
Background Check
Diana Montalvo