Tate's Consulting Prosperity Group

Tate's Consulting Prosperity GroupTate's Consulting Prosperity GroupTate's Consulting Prosperity Group

Tate's Consulting Prosperity Group

Tate's Consulting Prosperity GroupTate's Consulting Prosperity GroupTate's Consulting Prosperity Group

Welcome

Your Path to Financial Prosperity

Your Path to Financial ProsperityYour Path to Financial ProsperityYour Path to Financial Prosperity

Welcome to Tate's Consulting Prosperity Group LLC

 At Tate’s Consulting Prosperity Group, we help individuals and small businesses reduce tax stress, stay compliant, and build long-term financial stability.


With a focus on accuracy, strategy, and education, we provide personalized tax preparation and consulting services designed to protect your money and position you for growth.

Book your appointment today

Required Forms to Continue Your Tax Process


To move forward with preparing your tax return, we need your authorization.

Please download, complete, and sign the forms listed below. Once finished, email the completed documents back to us so we can continue processing your return without delays.

Steps to complete:

Click Download next to each form
 

Fill out and sign all required sections
 

Email the completed PDFs

Royauntavious@Tatescpg.com
 

⚠️ Your tax return cannot be prepared or filed until these forms are received.

If you have any questions or need help completing the forms, feel free to contact us

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION (pdf)

Download

CONSENT TO USE OF TAX RETURN INFORMATION (pdf)

Download

RENTAL PROPERTY (pdf)

Download

Client Onboarding Packet (pdf)

Download

Contact Us

Drop us a line!

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Better yet, see us in person!

We love our customers, so feel free to ask for an in person visit during normal business hours.

Tate's Consulting Prosperity Group

Virtual Appointments

Today

By Appointment

IRS RESOURCES

WHERE IS MY REFUND?SIGN INTO IRS ACCOUNTGET AN IP PINIRS TAX HELP

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