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Managing Partners

With our unwavering dedication and expertise, we aim to simplify the intricate world of taxes for you. Let us handle the complexities while you focus on what truly matters. Trust Prosperity Tax Group to navigate the financial terrain with precision and care.

Our meticulous approach ensures that you receive the personalized attention you deserve. Your financial well-being is our top priority, and we are proud to assist individuals and small businesses alike. Count on us for tax preparation and notary services that exceed expectations.

Hello! I’m Anna Montalvo, co-owner of Prosperity Tax Group. With a decade of experience in tax preparation and consulting, I am passionate about helping my clients navigate the complexities of their financial journeys. .

I pride myself on my strong communication skills, making complex tax topics easy to understand, and I am committed to maintaining the highest standards of integrity in every interaction. My organizational skills and punctuality ensure that your tax matters are handled efficiently and accurately.

At Prosperity Tax Group, I strive to build lasting relationships with my clients, guiding them toward prosperity and financial success. Let’s work together to achieve your tax goals!

Anna@ptgdfw.com

Hi, I’m Rebecca Brundage, co-owner of Prosperity Tax Group. With five years of experience in tax preparation and client support, I am dedicated to helping individuals and businesses achieve their financial goals. My detail-oriented approach ensures accuracy in every aspect of the tax process, while my strong integrity builds trust with my clients.

I excel in numeracy and problem-solving, allowing me to navigate complex tax issues with ease. I embrace technology and continuously seek to enhance my skills, ensuring that I stay up-to-date with the latest industry developments. At Prosperity Tax Group, my mission is to provide exceptional service and valuable insights, guiding you toward a prosperous financial future. Let’s tackle your tax challenges together!

Rebecca@ptgdfw.com

Hello! I’m Linda Forester with Prosperity Tax Group. With four years of experience in the tax industry and a certification as a public notary, I am committed to providing exceptional service to our clients. I pride myself on being accountable and honest, ensuring that every interaction is built on trust and integrity.

My assertive approach allows me to tackle challenges head-on, while my personable nature helps me connect with clients on a deeper level. I have a knack for problem-solving, allowing me to find effective solutions tailored to your needs. At Prosperity Tax Group, I strive to create a supportive environment where you feel valued and understood. I look forward to working with you to achieve your financial goals!

Linda@ptgdfw.com