Strategic Business Package
Strategic Business Tax Membership
Strategic Tax Planning + Professional Preparation
One All-Inclusive Monthly Fee
For both Business and Personal Tax & Advisory Services
Private Practice – K-1 Partners – Independent Contractors
S-Corporations – Partnerships – Sole Proprietors
Up to $500k
Revenue$500k-$1m
Revenue$1m-$2m
Revenue$2m-$3m
RevenueFor additional monthly add-on fees for rental real estate, additional K-1 income, and additional state tax return filings please scroll to the bottom of the page.
Our monthly Business Package subscription pricing assumes one business tax return and a 12-month engagement (January – December) that is prorated for midyear and end of year on-boarding. A large percentage of your planning, as well as the tax preparation, takes place in the second half of the year. Whether we onboard you in January, June, or November, we have to prepare a strategic tax plan and full-year tax returns. For new members that join mid-year, a one-time mid-year on-boarding fee will be applied.
*Revenue is equal to gross individual 1099 income, private practice/clinic gross receipts, 1099 locum tenens, surveys, or business revenue. Subordinate outside W-2 and spouse’s income are not a factor in our business pricing. For revenue above $3M please contact us for custom pricing. A fee adjustment will be applied if additional business returns, such as for a spouse are required.
Your Comprehensive Membership Includes
Your Business Tax Returns
We prepare and file your Federal and State B
Your Personal Tax Returns
We prepare and file your individual or family Federal Tax Return (1040) and one State and local Tax Return.
Real Strategic Tax Planning
We create an ongoing custom strategic tax-saving plan that we help you implement throughout the year.
Financial Roadmap
Quarterly Meetings
Scheduled One on One quarterly strategy sessions with your personal tax strategist.
Prior Year Tax Return Review
We review your prior year tax returns to find opportunities to save you money.
Tax - Efficient Use Of Captial
We work with you to create an investment strategy to help manage, defer, and reduce taxes.
Business Strategy Consulting
Year-round business strategy consulting and planning – from practice startup to exit strategies.
Quarterly Tax Vouchers
Tax Wise Giving Structuring
S-Corp Salary Calculation
We calculate the proper salary-distribution split to reduce your tax burden.
Targeted Deductions
We know how to optimize your returns for all the credits and deductions allowed.
Chart of Accounts Setup
Direct assistance in setting up your business bookkeeping chart of accounts.
eFile & Direct Deposit
Your returns are E-
Monthly Tax Savings Letter
Tax Projections
Our advanced software allows us to project tax saving opportunities based on different strategy proposals.
Advanced Retirement Strategies
IRA, 401K, 403b, 457, Backdoor Roth conversions and self directed IRA’s.
Business Entity Advisory
The proper business entity structure can save you thousands of dollars in the long run.
Unlimited Support
Unlimited
Financial Analysis
Business Consultation, Periodic Business, and Quick books Reviews.
Audit Defense
- IRS and State Audit Defense
- Identity Theft Restoration
- Tax Fraud Assistance
Fall Financial Check Up
This Oct./Nov. meeting is a vital component of our proactive strategic tax planning process.
Partner Coordination
Coordination with your professional advisory team including Lenders, Attorneys and Financial Planners.
Tax Wise Investing
Integration of tax wise asset location strategies to maximize your after-tax return on investment.
Saturday Appointments
Evening & Saturday phone and video appointments with your dedicated advisor to fit your busy lifestyle.
Payroll Monitoring and Updates
Monitoring and updates to Gusto and ADP Payroll as needed in your strategic tax plan.
Solo 401K Calculations
Retirement Contribution Calculations for Employer/Owner Only Solo 401K Plans
Real Estate investors
Leverage our knowledge of current tax law and years of experience as real estate investors.
Legacy Planning
Benefits Coordination
Secure Private Web Portal
24/7/365 access to all your documents through our secure encrypted web portal.
Exit Strategies Planning
Optional Monthly Add On Services
Schedule E
$20
-1 Schedule E (Part II/III) is filed along with your Form 1040, to report additional K-1 and limited partner income. The Schedule E is also required to report income from syndicated real estate partnerships, royalties, patents, copyrights, estates, and trusts. This monthly add-on is per K-1. This fee is discounted for multiple K-1’s.
State Returns
$10
Our business membership includes one state income tax return. However, If you work or have taxable income from more than one state you may be required to file additional state income tax returns. This service is added to your monthly fee and is on a per additional state basis.
Rental Property
$20
We help our real estate investors create real legacy wealth and save thousands of dollars in taxes each year. We help you structure your operations, organize your books, and leverage the tax code. This is a per 1-5 unit property fee. This fee includes a state tax return filing if required.
For newly acquired investment real estate and K-1’s the monthly fee is annualized for the year of acquisition. The monthly fee will be added in January of the following year. Our standard package and add-ons cover the majority of our clients. However, if additional forms including those related to PAD, CSS, REPS, 1031, farming, foreign-held assets, income, or compliance are required, those will be addressed during on-boarding.
Almost all CPA’s and tax accountants are reactive. They meet with you once a year and focus on what has already happened. At Thrive Wise Tax Advisors our approach is different. With an integrated holistic and proactive personalized game plan. We work with you throughout the year. With a clear focus on financial strategies and tax-saving opportunities that directly influence your financial decisions and the amount of tax you pay as you move towards true financial independence. If you are not 100% certain that your CPA or accountant is doing all that they could. Let’s have a talk.
Comprehensive Planning – Fair Transparent Fees
©2024 Thrive Wise Advisors LLC. This website is operated and maintained by Thrive Wise Advisors LLC. All rights reserved.
Contact Us
Email:
info@thrivewisetax.com
Thrive Wise Advisors LLC
701 N. Green Valley Pkwy.
Suite 200
Henderson, Nevada 89074
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.