SPF helps clients realize their business and personal financial goals. We deliver comprehensive advisory, accounting, and tax services with a problem-solving mindset through every stage of your life and the life of your business.

Why do you need a business plan?

You need a business plan because most venture capitalists (VCs) and all banking institutions will not invest in a startup or small business without a solid, written plan. Not only does a business plan help you focus on concrete objectives, but it gives outside party's reassurance that you’ve thought ahead.

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Tax Management

At Shared Prosperity, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Charitable Investment Pool Management

A Charitable Investment Pool (CHIP) is formed by a group of charitable nonprofit organizations that pool their funds together for common investment purposes.

Accounting for Nonprofit and Startup Services

Your organization is about more than numbers – it’s about enhancing your mission, providing opportunities, and improving your community.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.

Financial Management and Advisory Services

At Shared Prosperity Financial, we focus on building close client relationships that add long-term value.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming.

Business Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs.

Payroll Services

Shared Prosperity Financials payroll services can help you reduce the time spent on administration.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Shared Prosperity Financial can provide professional know-how to help you successfully structure and negotiate the deal.

Qualified Opportunity Fund (QOF) Asset Management

Opportunity Zones are a new community development program established by Congress in the Tax Cuts and Jobs Act of 2017. This program encourages long-term investment in low-income urban and rural communities nationwide.