Become A Client
5 Step Process for Enrolling New Clients
- Step 1: Download & Complete our Thrive Tax USA Client data sheet below.
- Step 2: Scan and Upload our Thrive Tax USA client data sheet and all requested documents on the Thrive Tax USA Secure Portal.
- 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.
New Clients
The 1st Tax Form we need is A Completed ThriveTax USA Client Data Sheet
Upload all documents by clicking the blue button below and attach all tax documents required for filing.
Other 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
Thrive Tax USA Secure Portal
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".