Most CPA’s and tax advisors are reactive. They focus only on the past and as a result, their clients are forced to operate in perpetual crisis mode. At Thrive Wise Tax we view tax planning as a forward-looking strategic approach. Our approach allows for integrated, strategic financial decisions to be made throughout the year, rather than just reactionary ones in April. One of the biggest complaints we hear from our clients is that their previous tax advisor or CPA did not introduce specific strategies to significantly reduce their taxes. At Thrive Wise Advisors our clients pay the least amount of taxes because we go beyond simple tax compliance and proactively recommend plain-English concepts and strategies to pay less income tax, maximize profits, and build greater wealth.

At Thrive Wise Advisors, we view strategic tax planning as a critical part of our clients overall financial life.  Most financial decisions have a tax component that will potentially impact the advisability of a course of action. The proper management of your tax liability can have a positive effect on your cash flow, investment returns, and retirement income. As a result, tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated into your overall financial life plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, we can improve your prospects of meeting long- and short-term financial objectives.

Thrive Wise Tax Advisors will perform a thorough examination of your current tax situation, identify opportunities, and determine how to best utilize the current tax law to help lessen your current tax burden and meet your financial objectives. With Thrive Wise Advisors as your most trusted advisor, you can rest assured your financial life is optimized.