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.
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
Flourish Financially with the help of your Trusted Advisor