Services

The Prospect Way

No matter which service you choose, our commitment remains the same. The Prospect Way defines how we serve every client—through integrity, communication, and education.

Clear, Timely Communication

We guide you at every stage

A Proactive Approach

Focused on planning and education

Personalized Service

With high attention to detail

Ethical Guidance

Honest, ethical guidance you can trust

A Team that Cares

Our team genuinely cares about your goals and success!

Prospect Tax

We prepare, review, and file annual federal and state tax returns while helping you interpret your results and plan for the upcoming year.

Schedule a Tax Introductory Call

Individuals / 1040s

Families and individuals with side businesses or rental properties
If you're looking for more than just data entry—you want to understand your taxes

Businesses

LLCs and S-Corporations, from home-based operations to companies with up to $5 million in annual revenue
Business owners who value a relationship with their tax professional and want proactive guidance

What to Expect

A Clear Process

Document collection is a breeze, using Prospect's online Tax Organizer.

1-on-1 Support

We explain your results and plan for the future during a 1-on-1 review.

Future Focused

We prioritize education and develop forward-looking strategies.

Prospect Bookkeeping

Joel is extremely knowledgeable, kind, and professional. We have used Prospect Financial to help us with our taxes for several years. Our tax returns include business, rental, and personal forms. I feel relieved each year knowing that we have written off every deduction possible in an ethical, risk-free way.

Heather P.

Yucaipa, CA

Prospect Bookkeeping

We ensure transactions are categorized and reconciled via QuickBooks Online (QBO), producing accurate monthly financial statements for financial clarity into your business.

Schedule a Bookkeeping Introductory Call

Small-Medium Businesses

We work with businesses that have up to $5 million in annual revenue.

Service-based Businesses

Service-based businesses is our speciality! We bring organization and clarity to your books, creating a reliable foundation for growth.

What to Expect

Dependable Service

A consistent, dependable relationship with your bookkeeping team.

Personalized Guidance

Ongoing communication and personalized guidance.

Proactive Planning

Coordination between the bookkeeping and tax teams for proactive planning.

Prospect Consulting

This is one of the best decisions we’ve made for our family & our business and we couldn’t ask for someone better on our team. We feel like such a huge weight has been lifted from our shoulders!

Jess R.

Co-Founder, HonestMama

Prospect Consulting

Whether you're a new or established business, our consulting service will empower your to understand your numbers, improve your systems, and discover ways to save money.

Schedule a Consulting Introductory Call

New Businesses

Get your business started on the right foot. We'll guide you on the most strategic entity structure and assist with setup. We'll share key knowledge about tax and accounting fundamentals so you can avoid common mistakes. By the end of our consultations, you'll feel confident on variety of topics that are notoriously challenging for new owners - from owner's compensation, what expenses are deductible, and other compliance best practices.

Established Businesses

Have you struggled to fully grasp your numbers? Questioned your tax or accounting setup? Worried about compliance? Book a consult with us to gain confidence and clarity. We'll review your business and share actionable insights plus expert guidance for major payoff.

What to Expect

3-5 Personalized Meetings

These meetings will can be scheduled in-person or over a phone call or Zoom.

Actionable Guidance

We'll provide practical education and clear, actionable guidance customized to your business.

Long-Term Value

Strategic advice that pays for itself many times over.

Prospect Payroll

Outstanding customer service!! They were very helpful and professional when I was starting out my small business. He was very detailed and informative in answering all the questions I had. Highly recommend this company for all your small business financial questions and advice.

Hayley S.

Small Business Owner

Prospect Payroll

Prospect Payroll is powered by our sister company, Payroll Vault — a full-service payroll and HR provider. Together, we deliver accurate, compliant payroll processing with solutions for HR, timekeeping, and retirement plan integration. For more information, visit Payroll Vault Redlands.

Schedule a Payroll Introductory Call

S-Corporations

S-Corporations that primarily pay their owners.

Small Businesses

Small businesses with 1 to 25 employees.

Contractors

Contractors who need certified payroll.

What to Expect

Easy Setup

A flawless, streamlined onboarding process.

Customized Service

Customized service that fits each business’s needs.

Online Portals

Employee and employer access through secure online portals.

The Prospect Way

Prospect Tax

Individuals / 1040s

Businesses

What to Expect

Prospect Bookkeeping

What to Expect

Prospect Consulting

New Businesses

Established Businesses

What to Expect

Prospect Payroll

What to Expect

Ready to Get Started? We're Here to Help.

Personal IRS

Personal FTB (CA)

Business FTB (CA)