Become A Client

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

FAQ

How much will it cost to have my taxes prepared? 

Most of our clients end up getting their taxes prepared for free because they take advantage of our refer 3 your free program.