Let’s Talk Tax

Total Freedom From Taxes

We guide you through your taxes year round so there is zero stress come tax time.

Let’s Talk Tax
7 Deadly Sins of Taxes
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Only Pay What You Owe

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Expert Advising Year Round

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Zero Stress Come Tax Time

Don’t Let Bad Tax Advice Cheat You Out Of YOUR Money
The IRS is not known for leniency. Miss a deadline, make an innocent error, or fail to dot an “i” or cross a “t,” and you’ll find yourself facing hefty penalties and interest charges. That means big stress and big bills.
Let’s Talk Tax
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Paying more than necessary

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Falling victim to bad online tax advice
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IRS discovering errors

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Losing your assets because of an unexpected tax bill
At Thrive We Guarantee ZERO STRESS come Tax Time

We provide expert tax advisory & monitoring year round so there are no “expensive surprises” when you least expect it.

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Transcript Watch

We monitor your tax compliance, watch transcripts for pending examinations or collections, and can fight for you if things go wrong with the IRS.
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Tax Advisory

We’re tax advisors who live and breathe individual and business taxes. We find opportunities to save you money on taxes and build generational wealth.

Financial Coaching

Building generational wealth begins with a strong foundation of personal and business financial health. We coach you on the path from surviving to thriving!
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Tax Urgent Care

Getting an unexpected letter from the IRS can leave you with a lot of questions. We walk you through your options and make a game plan to help you get back on track.
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Tax Resolution

Facing a tax audit or collections from the IRS can be a daunting and stressful experience. We work with the IRS to solve tax problems once and for all.

Tax Preparation

Preparing your tax return should be a celebration of your successes, not a nightmare from unexpected tax bills. When you work with Thrive, you get predictable pricing & no gotcha fees.
Let’s Talk Tax

We Know Exactly How Dreadful Taxes Can Be

Whether you’re struggling with conflicting tax advice, anxious about potential errors, or dreading surprise IRS letters, Thrive is here for you. We bring decades of industry experience to our clients. We guide individuals and businesses through the complexities of taxes, ensuring you only pay what is absolutely necessary. Whatever your tax situation, we can help.

Let’s Talk Tax
3 Steps to Total Tax Freedom
You are only 3 simple steps away from never worrying about your taxes again.
01
Click “Let’s Talk Tax”

The classic discovery call… this allows our tax advisors to understand your tax situation and see if we are the right fit.

02
Meet with Our Experts
We take a deep dive into what problems you are facing and put together a plan of action.
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Total Tax Freedom

Rest easy knowing your taxes are in the hands of Thrive’s expert tax advisors.

Let’s Talk Tax

Tailor Your Tax Strategy

Discover our range of expert tax advisory services, from basic evaluations to comprehensive tax management, designed to meet your unique financial needs.

evaluate

$497

  • IRS History Analysis: 15-year review of your tax history with the IRS.
  • Savings Evaluation: Detailed evaluation of your latest tax return for potential savings.
  • Audit Risk Assessment: Identification of audit risks and potential tax savings.
Let's talk tax

strategize

$2,497

  • Personalized Tax Plan: Development of tailored strategies for tax savings.
  • Expert Consultation: Up to 2 hours of professional tax advice and planning.
  • Strategy Guidance: Recommendations for ongoing tax efficiency.
Let's talk tax

implement

$599/mo and up

  • Tax Preparation & Review: Comprehensive ongoing tax services.
  • Advisor Access & Support: Regular meetings and secure communication with a tax expert.
  • Audit Defense & Planning: $1,000,000 Tax Audit Defense™️ coverage and income strategy reviews.
Let's talk tax

YOUR PATH TO FINANCIAL SUCCESS STArTS wiTH THRIVE

Let’s Talk Tax

Experience the Thrive Tax Solutions Difference

From the outset, partnering with Thrive Tax Solutions is an experience in excellence. Our approach to tax advisory goes beyond mere compliance; it celebrates your hard work and business success through smart tax strategies.

Start with a Solid Foundation

Every journey with us begins with a comprehensive tax evaluation. We ensure full IRS compliance, check for potential collections or examinations, and stand by your side during audits or collections. This initial step sets the stage for a secure financial footing.

Build Your Personalized Tax Strategy

Our collaborative process involves a deep dive into your past returns, current operations, and investments. We craft a visual diagram of your assets, entities, and overall financial landscape. Our aim? To design tax strategies that not only optimize your taxes but also potentially unlock tax-free growth.

Implement and Grow

With a robust plan in place, we focus on meticulous implementation and compliance. As Ramsey Solutions Master Financial Coaches and Profit First Professionals, we’re committed to your operational efficiency, clean financial management, and proactive business growth.

Strategic Updates for Dynamic Growth

Your ambitions don’t stand still, and neither do our strategies. Whether you’re exploring real estate, digital assets, or other investments, we adapt and update your tax strategies to optimize every opportunity.

Celebrate Success with Expert Tax Preparation

Our top-tier tax preparation services for personal and business returns are the final touch in your success story with us. Sleep peacefully, knowing your tax affairs are in expert hands, compliant, and celebrated. Our transparent, flat-rate fees mean no surprises – just pure peace of mind.

Frequently Asked Questions

If your question isn’t answered here, click the “Let’s Talk Tax” button to talk to a tax advisor!

Let’s Talk Tax
Are you accepting new clients?

We are selectively accepting new clients at Thrive Tax Solutions. Our focus is on supporting small business owners of closely-held, service-based businesses who value a white-glove approach to their financial management. We work especially well with consultants, content and course creators, and solopreneurs in the trades (such as plumbers, roofers, and HVAC technicians) who recognize the value of ongoing tax strategy, bookkeeping, and advisory support.

With packages starting at $599/month, our services are designed for business owners earning enough to see a strong return on investing in expert guidance. If this sounds like you, we invite you to reach out and explore how Thrive Tax Solutions can help you take your business to the next level.

How do I get started?
Getting started with Thrive Tax Solutions is simple. Your first step is to schedule a discovery call with us. This initial conversation lets us learn about your financial goals, challenges, and aspirations. It also enables you to understand how our services can be tailored to meet your needs, whether you need personal finance coaching or want to grow your business.

To schedule your discovery call, visit our website and choose the best time for you. This call is the first step in achieving your financial objectives. We look forward to speaking with you and exploring how we can help your finances thrive!

Do I have to sign a long-term contract?
No, at Thrive Tax Solutions, we believe in flexibility and ease for our clients. We do not require you to sign a long-term contract. Our services are offered month-to-month, allowing you to choose what works best for your financial journey. We’re committed to continuously providing value each month and earning your trust rather than binding you with long-term obligations. This approach ensures our services align with your evolving needs and goals.
What if I want to pay per hour?
We understand that every client’s needs are different. We offer services at $400 per hour if you prefer an hourly arrangement. However, at Thrive Tax Solutions, we believe in the value of building an ongoing relationship through our advisory services. This allows us to provide more comprehensive, consistent support and develop tailored strategies that evolve with your financial journey. While the hourly option is available, we encourage exploring our advisory services for a more integrated approach to your financial growth and success.
What’s the difference between a CPA and an EA?
The main difference between a Certified Public Accountant (CPA) and an Enrolled Agent (EA) lies in their areas of expertise. Enrolled Agents are tax specialists whose primary focus is on taxation. As an EA, we are federally licensed and specialize in tax law, dedicating ourselves to all aspects of taxation, including tax planning, preparation, and representation before the IRS.

On the other hand, CPAs are licensed by state boards of accountancy and primarily focus on accounting and auditing services. While many CPAs are skilled in various aspects of taxation, their training is more broad-based, covering a more comprehensive range of accounting services.

At Thrive Tax Solutions, we, as Enrolled Agents, spend hundreds of hours each year refining our tax-related skills and knowledge. Our commitment is strictly centered on optimizing your tax bills and ensuring you benefit from the most current and effective tax strategies available. Our specialized focus on taxation means you receive expert, up-to-date advice tailored to your unique financial situation.

Can you help with payroll and bookkeeping?

Yes, we can! At Thrive Tax Solutions, we offer in-house bookkeeping and payroll support using QuickBooks Online and Gusto, bringing essential financial services directly to you. While tax strategy and advisory remain our specialty, we understand that streamlined payroll and accurate bookkeeping are crucial to your business’s success.

By providing these services internally, we ensure a seamless, coordinated approach to your financial management under one roof. Our goal is to be your one-stop hub for financial insight, from tax strategy to the day-to-day support that helps your business thrive.

What is an IRS transcript?
An IRS transcript is a detailed document that provides a comprehensive record of your tax filings as recorded by the Internal Revenue Service (IRS). It includes information about your past tax returns, such as income reported, tax credits, deductions taken, and any adjustments made by the IRS.

One significant aspect of IRS transcripts is their ability to serve as an early warning system for audits or examinations. The IRS often codes transcripts with indicators of a potential audit or examination up to six months before any official communication is sent to the taxpayer. This early indication is crucial as it allows us, at Thrive Tax Solutions, to proactively see these signals before our clients are officially notified.

By monitoring your IRS transcripts through our Transcript Watch service, we can identify these audit signals in advance, giving us ample time to prepare and respond effectively. This proactive approach is integral to our commitment to keeping you one step ahead in your tax strategy and compliance.

Are tax advisory services worth the investment?

Absolutely! Investing in tax advisory services, especially if you’re a real estate investor, involved in alternative investments, or a small business owner, can be incredibly beneficial. These services go beyond mere tax preparation; they involve strategic planning to optimize your tax situation, potentially saving you significant money in the long run.

At Thrive Tax Solutions, our tax advisory should pay for itself multiple times. Our goal is to uncover opportunities for tax savings that exceed the cost of our consultation. We consider it a failure if we can’t save you more tax money than our consultation fees. To ensure your confidence in our services, we offer a commitment: if we can’t find ways to save you money, we’ll gladly refund the money you’ve paid for our consultation.

This guarantee underlines our commitment to providing value and tangible financial benefits through our tax advisory services. We’re here to ensure that your investment in our services is worthwhile and significantly contributes to your financial success.

Stress Free Clients
Just a few of our clients who never have to worry about their taxes again.
Let’s Talk Tax

“Aaron gave me great advice, presented options that allowed for quick and easy decisions. I’ve typically been a novice filing online without knowing what I’m doing. I’m getting a great refund. And it was easy.”

“Aaron was amazing and super helpful. Thank you Aaron for being so kind and helpful!”
“Aaron made the process easy, friendly, and understandable. I felt I could trust him and he didn’t hurry me. He answered my questions and reassured me along the way.”
“I was very grateful for the way Aaron was able to make me feel at ease in filing my tax return this year.”
“Aaron was very patient and answered all my questions and explained every part of the process very well. He gave me good advice for next year.”
“Aaron was informative, engaging, professional, and he uses .5 MM pens.”
7 Deadly Sins of Taxes
(and how to avoid them!)
Making one of these seven deadly sins of taxes can derail you on your journey to financial freedom! Read this guide to learn:
How to avoid traps relating to commonly audited small business deductions
How to keep your personal taxes separated from your business.
How to ensure you’re ready to save on taxes when your side hustle becomes a main hustle!
Download Your Free Copy!

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