Become A Client

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5 Step Process for Enrolling New Clients

 

  • Step 1: Download & Print our Thrive Tax USA Client data sheet on the left side below. 
  • Step 2: Scan and Upload our Thrive Tax USA client data sheet and all requested documents on the right side below
  • Step 3. Call our office to make an appointment to have your questions answered by one of our Tax Professionals. 
  • Step 4. Refer 3 friends, family or associates and receive a discount on your tax preparation service fee. 
  • Step 5. Complete Free "Financial Budget Summary" with our Financial Specialist to prepare for next Tax season. 

Download Client Data Packet

New Client Data Sheet

 

The 1st Tax Form we need is A Completed ThriveTax USA Client Data Sheet


Upload all documents by clicking the green button above and attached all tax documents required for filing.


Other commonly required tax documents would be: 

  • W-2s, 1099s, 1098s, etc. 
  • A Photocopy of your License or ID Card 
  • A Photocopy of you and your Dependents' Social Security Cards (If Applicable)

  • An organized list of your Income/Expenses if you're itemizing your deductions

Client Enrollment Upload

Upload All Documents

Mobile App Download

Clients will be able to start a tax return by uploading their personal information, upload and submit their W-2s and other supporting documents within a matter of minutes -- and all in a secure environment that protects their important data.


 Use our Tax Pass App to:

  • Start a tax return
  • Share documents with our tax office
  • Submit your signature remotely
  • Message our tax office
  • Check the status of your tax return
  • Check the status of your tax refund 
  •  Mobile App ID BB7SJQ24

Please copy our Mobile App Code then click this button.

Download Tax Pass App

FAQ

How much will it cost to have my taxes prepared? 

Most of our clients end up getting their taxes prepared for free by taking advantage of our "Bring 3 Yours Free Program".