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Proactive Tax Advisor For Small Business Owners

   

Tax advisory, bookkeeping, and tax preparation for small business owners and commercial real estate investors, based

in San Antonio TX and serving clients nationwide.

Our Services

Tax Advisory

Proactive tax advisory to help small business owners and commercial real estate investors reduce taxes and plan ahead.

 Bookkeeping 

Professional bookkeeping to keep your financials accurate, save you time, and support smarter tax planning and business decisions.

Tax Preparation

Expert tax preparation to help small business owners file accurately, stay compliant, and navigate complex tax rules.

Comprehensive Tax & Business Consult

Strategic tax and business guidance to help you structure your business, reduce risk, and make confident financial decisions.

About Us

Meet Jorge L. Garcia, CPA

 

Jorge brings a practical, business minded approach to tax and accounting. As both a CPA and business owner, he helps small business owners and commercial real estate investors understand the financial impact of their decisions, identify planning opportunities, and stay ahead of important tax considerations.

Proactive Support, All Year Long

 

Prosper Tax & Financial combines proactive tax planning, accurate bookkeeping, and reliable tax preparation into year round support designed to keep your finances organized and your strategy moving forward. Based in San Antonio, we work with clients locally and nationwide.

Jorge Garcia, CPA, small business tax advisor at Prosper Tax & Financial

What happens after you reach out
 

01

 

A short conversation

We’ll discuss your personal and business situation, learn what you need, and determine the best way we can help. No sales pitch, if we’re not the right fit, we’ll point you in the right direction.

02

 

Clear Pricing, No Surprises

We’ll review your prior year personal and business tax returns, along with the current state of your books, so we can provide clear, upfront pricing before you commit.

03

From Onboarding to Year Round Support

Once your services are selected, we’ll officially onboard you and get everything moving. From there, your books are closed monthly, we’ll meet throughout the year to check in on your progress, and planning happens before year end while there’s still time to take action.

What Our Clients Are Saying

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