Private Client Service
Private Client Advisory
Strategic Ongoing Tax Planning + Professional Preparation
One Low Monthly Fee
Specifically Designed for W-2 / K-1 Doctors & Real Estate Investors*
Up to $250K
Income$250-500K
Income$500K-$1M
Income$1M-1.5M
IncomeFor 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 or K-1 income. If married we only consider the income of the higher earner. For income above $1.5M, 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
Financial Life Roadmap
Our holistic planning roadmap extends beyond tax and considers goals, cash flow, debt, and investments.
Unlimited Advisory Calls
Unlimited
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
Secure Private 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
Monthly Tax Savings Letter
Health Care Strategies
Quarterly Estimated Taxes
Business Advisory
Thinking about a new business or starting a side gig. We help you each step of the way.
Estate Planning
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.
Monthly Add On Services
State Returns
$10
Our memberships include one state income tax return. However, If you have income earned in another state or multi-state limited partnerships you may be required to file an additional state income tax return. This service fee is added to your monthly fee and is on a per state basis. This fee is discounted for multiple state tax return filings.
Rental Property
$20
We are real estate experts. We help our members save thousands of dollars in taxes each year. We help structure your operations, organize your books, and leverage the tax code. This is a per 1-5 unit property fee. An adjustment is made for 6 or more unit properties. This fee includes a state tax return filing if required.
Schedule E
$20
onK-1 Schedule E (Part II/III) is filed along with your Form 1040, to report additional K-1 partner or S-Corporation income. The Schedule E is also required to report income from syndicated real estate partnerships, royalties, patents, copyrights, estates, and trusts. This add-on is for your first K-1. This fee is discounted for additional K-1’s.
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, CS, 1031, farming, foreign-held assets, income, or compliance are required, those will be addressed during on-boarding.
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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Contact Us
Email:
info@thrivewisetax.com
Thrive Wise Advisors LLC
701 N. Green Valley Pkwy.
Suite 200
Henderson, Nevada 89074
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