Private Client Service

Private Client Advisory

Strategic Ongoing Tax Planning + Professional Preparation
One Monthly Fee - Everything Included

Designed explicitly for W-2 Doctors and K-1 Doctors with direct owned real estate and K-1 investment holdings*

For 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.

*Income is equal to individual W-2 income. If married we only consider the income of the higher earner. For income above $2.5M, please contact us for custom pricing. Our monthly subscription pricing assumes 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 will be applied.

Your Comprehensive Membership Includes

Your Personal Tax Return

Preparation of your individual or family Federal 1040 Tax Return and one State and Local Tax Return.

Real Strategic Tax Planning

We create a custom strategic tax saving and wealth building plan that we apply throughout the year.

Financial Life Roadmap

Our holistic planning roadmap extends beyond tax and considers goals, cash flow, debt, and investments.

Unlimited Advisory Calls

Unlimited year-round direct advisor access and support by Phone, Email & Video Conferences.

Quarterly Strategy Sessions

Scheduled One on One quarterly strategy sessions with your personal advisor.

Retirement Planning

We make sure your IRA, 401K, retirement plans, rollovers and conversions are tax optimized.

Targeted Deductions

We know how to optimize your returns for all the credits and deductions allowed.

Virtual Meeting Access

Virtual meeting access anywhere in the world via phone, video and screen share.

Prior Year Tax Return Review

We review your prior year returns to find opportunities to save you money.

Secure Private Web Portal

24/7/365 access to all your documents through our secure encrypted web portal.

Fall Financial Check Up

This Oct./Nov. meeting is a vital component of our proactive strategic planning process.

Tax - Efficient Use Of Captial

We work with you to create an investment strategy to help manage, defer, and reduce taxes.

Digital Signature and Copies

Sign your returns anytime, anywhere. Copies are uploaded into your portal.

eFile & Direct Deposit

Your Returns are E-filed. Your refund is direct deposited into your bank account.

Monthly Tax Savings Letter

Subscription to the Thrive Wise Advisors Newsletter, filled with tax-saving strategies.

Health Care Strategies

Health care saving strategies that can save you thousands in health care expenses.

Quarterly Estimated Taxes

Quarterly Estimated Tax Calculations and safe harbor payment vouchers.

Business Advisory

Thinking about a new business or starting a side gig. We help you each step of the way.

Legacy Planning

We will work with your attorneys to help ensure that your wishes for your family and assets are captured accurately.

Audit Defense

IRS and State Audit Defense; Identity Theft Restoration; Tax Fraud Assistance.

Partner Coordination

Coordination with your professional advisory team including Lenders, Attorneys and Financial Planners.

Tax Wise Real Estate Investing

Wealth creating integration of tax wise real estate investing strategies and passive income investments.

Entity Formation Services

Discounted member-only LLC Entity Formation filing services for asset protection and business structuring.

Tax Efficient Investment Strategies

Maximizing tax-efficiency is a critical aspect of managing investment returns.

Evening Appointments

Evening & Saturday phone and video appointments with your dedicated advisor to fit your busy lifestyle.

Bookkeeping Review

Direct assistance in setting up your rental property record-keeping and bookkeeping chart of accounts.

Real Estate Investors

Leverage our knowledge of current tax law and years of experience as real estate investors.

Member Discounts

Discounted pricing on additional tax returns for children's income and estate tax returns, as needed.

Monthly Add On Services

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 onboarding.

Committed to Your Financial Independence.

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.

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