Prosper Financial

Prosper Financial – Tax planning and Private Equity Income Tax consulting and preparation. We invest clients' cash in private equity. Majority clients are farmers. We travel through Saskatchewan. Let us work on a tax plan together, proactively and effectively. Contact us for a no-obligation assessment of your circumstances if you want more information. We are happy to help if possible. Succession Planning Our team will help you develop a succession plan for your company and family. Our team will work with you to find a tax-efficient way to transfer the farm or company to the next generation. We will also ensure that your family is well cared for in the transition. 100% Client first. Our focus is on our clients. We form long-term relationships that allow us to meet regularly throughout the year. We can ensure there are no surprises come tax time. By being proactive about tax planning, you will pay a lower tax.

The reviews for Prosper Financial overwhelmingly rave about Kevin and Michael's service in accounting, bookkeeping, and tax preparation; the clients report that the Prosper team is powerful and authentic, providing such hands-on service that they essentially redo the previous few years' work and find client tax savings. The ongoing client relationships also note how everyone makes the detailed process feel clear and interconnected, from the home visits to the corporate-level advice. Multiple accounts emphasize the considerable personal side of Prosper, the way clients matter and, for sometimes the first time, they feel they have someone on their side with their money and taxes. Prosper's managed accounts model appears to be useful for certain clients as one reviewer talked about their confidence in Prosper Financial's investment and retirement advice. Almost all the clients write under the impression that they would refer Prosper Financial, some of whom have done so many times, to anyone needing professional investment or tax help. The clients' biggest takeaway seems to be that Prosper Financial is a serious, competent, knowledgeable, and client-first operation.