We have made the process easier, safer and more secure than ever before

with our 5 Step Process for Enrolling new clients or returning clients.


Step 1: Download & Print our Thrive Tax USA Client data sheet on the left side below.

Step 2: Scan and Upload our Thrive Tax USA client data sheet and all requested documents on the right side below

Step 3. Call our office to make an appointment to have your questions answered by one of our Tax Professionals.

Step 4. Refer 3 friends, family or associates and receive a discount on your tax preparation service fee.

Step 5. Complete Free "Financial Budget Summary" with our Financial Specialist to prepare for next Tax season.


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NEW CLIENT DATA SHEET

The 1st Tax Form we

need is A Completed

ThriveTax USA Client Data Sheet



Upload all documents by clicking the blue button below and attached all tax documents required for filing.

NEW CLIENT ENROLLMENT UPLOAD

Other common tax documents would be:


W-2s, 1099s, 1098s, etc.

A Photocopy of your License or ID Card

A Photocopy of you and your Dependents' (If Claiming Any) Social Security Cards

An organized list of your Income/Expenses
if you're itemizing your deductions

WELCOME,LET'S GET STARTED!!

 Flourish Financially with the help of your Trusted Advisor