What if you had a longer-term strategy that improved your tax outcomes today and over the years to come? Our approach to tax preparation and planning is designed to help you approach taxes within the framework of holistic, long-term financial planning. At Thrive Wise Advisors we help our clients develop a long-term approach to managing taxes. Taxes intersect nearly every aspect of our financial lives. At each intersection, there is another opportunity to reduce taxes, increase profits, and generate greater wealth.

Whether we like it or not, today’s tax laws (currently over 9,000 pages) are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

At Thrive Wise Advisors:

• We leverage the tax code to ensure that you get every deduction and credit that you are legally entitled to.

• We source our strategic tax planning directly from the IRS tax code. So you are confident that you are paying no more than you a legally required to.

• Your tax return will be checked and rechecked by your accountant as well as cutting edge computer software to identifying potential problems the IRS may look at more closely.

• We will show you how to adjust your payroll withholding to avoid unnecessary underpayment penalties.

• We will show you potential deductions to limit your tax liability for next year.

• We will review your prior tax returns to identify potential errors missed opportunities.

• We will examine your current business structure to ensure that you are getting every available deduction and credit.

• We will show you how our unique approach to tax planning plays a vital roll in your overall financial plan.