Only Pay What You Owe
Expert Advising Year Round
Zero Stress Come Tax Time
Paying more than necessary
IRS discovering errors
We provide expert tax advisory & monitoring year round so there are no “expensive surprises” when you least expect it.
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.
Tax Urgent Care
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.
The classic discovery call… this allows our tax advisors to understand your tax situation and see if we are the right fit.
Rest easy knowing your taxes are in the hands of Thrive’s expert tax advisors.
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.
- 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.
$1,200 and up
- 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.
$249/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.
YOUR PATH TO FINANCIAL SUCCESS STArTS wiTH THRIVE
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 your unique Trifecta Diagram, a visual representation of your 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 who appreciate the Profit First approach, 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.
If your question isn’t answered here, click the “Let’s Talk Tax” button to talk to a tax advisor!
Are you accepting new clients?
How do I get started?
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?
What if I want to pay per hour?
What’s the difference between a CPA and an EA?
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?
We act as a one-stop shop – your central hub for connecting to all the business services you need. Our approach allows us to offer you these essential services through our trusted partners, who can provide them at a more cost-effective rate than if we handled them internally. This collaboration ensures you receive high-quality, specialized support in every aspect of your business’s financial management under Thrive Tax Solutions’ coordinated guidance.
What is an IRS transcript?
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.
“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.”
(and how to avoid them!)
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