Strengthen your client relationships with a tax pro who gets it.
About Me — J.T. Ryker, Enrolled Agent
With 14+ years in financial services, including a decade at large investment firms, I offer advisors a proactive connection to professional tax filing and tax planning services.
Why advisors choose ThriveSolo
Tax work that supports the advice you’re already giving.
Proactive execution and clear communication that respects your role.
Forward-focused, not just backward-looking.
I help clients prepare for decisions and deadlines before they pass—not just report what already happened last year.
I know advisor workflows and pain points.
Earlier in my career, I worked directly with advisors on complex portfolios. I get your world and speak your lingo.
I have your back, you stay in the lead.
You own the client relationship. I join when the timing makes sense, then we collaborate on the tax work until everything's filed.
Client fit
Know when to bring me in.
I work best with clients who want a proactive tax strategist, not just an accountant.
Six-figure households
Individuals and families looking for tax planning—typically with complexity like extensive investments, equity compensation, real estate, or multi-state income.
Solo business owners
Profitable consultants, coaches, agency owners, and other service businesses that want proactive strategy and an organized year-round process.
Client onboarding
A clear handoff from introduction to action.
My process respects your relationship and sets boundaries before the work begins.
Start with a fit check.
Advisors get a fast "go, no-go" after sharing high-level info of their client (no need for docs or SSNs at this stage).
Make a warm intro.
When the timing's right, connect your client with me directly or send them to a tailored, advisor-specific intake form.
Client gets a price.
After a quick review of the facts, I offer a customized proposal with one simple price. No hourly billing and no surprise invoices.
Tax work begins.
Once the client formally engages, tax filing or planning starts. Advisors always stay involved along the way.
Have a client in mind?
Get in touch to chat through a client profile or specific situation.
Services and pricing
Two year-round service levels.
All packages cover a full year. Clients choose the best fit.
Annual planning
Essential
For clients who need tax filing, year-round support, and annual planning.
- Tax return prep (Federal and State)
- Secure document storage
- Video return walkthrough
- Year-round email support
- Estimated payment calculations
- Projections and scenario analysis
- Annual planning meeting
Quarterly planning
Premium
For clients who need tax filing, priority support, and quarterly planning.
- Everything in Essential, plus
- Priority advisor collaboration
- Quarterly planning meetings
- Priority email and phone support
Illustrative annual pricing
W-2 household with investments
Brokerage activity, itemized deductions, and annual planning
$1,800
Solo consultant with an S corporation
Business return, individual return, estimates, and annual planning
$3,600
S corp with rentals + multi-state
Two returns, rental/state complexity, and quarterly planning
$7,500
Partner perspective
What advisors and coaches say.
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Still not convinced? Let's chat.
Every great professional relationship starts with aligned values. Click below to book a meeting and learn more about mine.
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