Tax Preparation with Clarity & Confidence.
Integrated with your financial plan. Proactive, organized, and stress-free.
Who We Are
Thrive Tax Strategies is the dedicated tax division of Thrive Wealth Strategies.
We help individuals, families, and business owners simplify tax season with an organized process,
integrated financial planning, and calm, year-round support.
Who We Serve
Individuals & Families
Simple, clear preparation for W-2 earners, families, and households with multiple income sources.
Small Business Owners
Schedule C, S-Corp, and partnership returns aligned with your overall financial picture.
Trusts & Estates
Thoughtful guidance for more complex situations, handled with care and precision.
What We Can Help You With
- Individual tax returns (1040)
- Small business returns (Schedule C, S-Corp, Partnerships)
- Trusts & estates
- Tax planning & projections
- Prior-year returns and amendments
- Year-round support included
- Secure upload portal for your tax documents
Our Process
1. Start Your Intake
Fill out a short intake form so we understand your situation and what you need.
2. Upload Your Documents
We send you a secure, encrypted link to upload all of your tax documents.
3. We Prepare & Review
We complete your return, typically within about 2 weeks, and review it with you for accuracy.
4. File & Ongoing Support
We file your return and provide year-round support for tax questions and future planning.
Important Tax Dates
Upload Deadline: April 1st (earlier is appreciated, especially for business or complex returns).
Typical Turnaround: About 2 weeks after we receive all of your documents.
Transparent Flat-Fee Pricing
We believe in simple, upfront pricing with no surprises.
Individual returns: $___ – $___
Small business returns: $___ – $___
Trust & estate returns: $___ – $___
Pricing includes year-round support for tax questions related to your return.
Frequently Asked Questions
How do I get started?
Click “Start Your Tax Intake” at the top or bottom of this page and complete the short form. We’ll follow up with next steps and your secure upload link.
How do I upload my documents?
After you submit your intake, we send you a secure, encrypted link where you can upload all of your tax documents.
Do you work with clients outside Connecticut?
Yes. We serve clients anywhere in the United States remotely.
How long does it take to finish my return?
Typically around 2 weeks once we have all of your documents, depending on complexity and volume.
Ready to Get Started?
Take the first step toward a calmer, more organized tax season.
Thrive Tax Strategies – a tax-focused branch of Thrive Wealth Strategies.
Serving clients anywhere in the U.S. remotely.
Contact details and disclosures coming soon.