Services
Tax help for the whole year.
ThriveSolo brings filing and planning together year-round, not just once a year.
Tax filing
Careful preparation for simple and complex individual and business returns, including self-employment, investments, real estate, S-Corps and partnerships.
- ✓Tech-enabled document gathering and storage
- ✓A video walkthrough of your return
- ✓Help deciphering IRS notices
Year-round support
Your tax professional should be contactable whenever you have questions, not just during filing season. Get email, phone, and video responses when you need them.
- ✓Each engagement covers a calendar year
- ✓Email support in every package
- ✓Priority responses for higher-tier packages
Tax planning
Everyone deserves a strategy when it comes to taxes. Plan around key decisions with analysis and conversations that fit your unique circumstances.
- ✓Estimated payment guidance and reminders
- ✓Projections and scenario analysis
- ✓Annual or quarterly planning meetings, depending on your needs
How the process works.
Clarity and expert guidance all along the way.
Step 1
Discovery
Initial free consultation, pricing and service selection.
Step 2
Onboarding
Smart document gathering and tax profile build.
Step 3
Return Creation
Thorough data entry, collaborative dialogue.
Step 4
Initial Planning
Optimize deductions, decide current year strategy.
Step 5
Tax Filing
Timely submission to IRS and state/local authorities.
Step 6
Future Planning
In-depth analysis of forward-looking strategies, implementation plans, and annual/quarterly meetings.
Illustrative preview
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Step 1
Discovery
Scroll through the steps or select a bar above.
Ready for a price?
Click the button below to get a customized quote or learn more about how ThriveSolo's pricing works.