Tax Preparation with Clarity & Confidence.
Integrated with your financial plan. Proactive, organized, and stress-free.
Who We Are
Thrive Tax Strategies is the tax-focused partner to Thrive Wealth Strategies, built on a close working relationship between Scott Nelson and Megan Johnson. Together, we deliver a truly holistic experience by coordinating tax preparation with broader financial planning and investment strategy — helping ensure opportunities aren’t missed and decisions aren’t made in isolation.
Our goal is simple: to help you feel organized, supported, and confident — not just during tax season, but year-round.
Ready to get started?
Complete our Tax Intake Form and we’ll send you a clear checklist of what to upload and what to expect next. Prefer to talk first? Give us a call.
Megan Johnson
Megan Johnson leads the tax division at Thrive Tax Strategies and serves as the firm’s tax return preparer, known for her organized, client-friendly process and strong attention to accuracy, communication, and follow-through.
Credentials & Approach
- Leads tax preparation and client coordination at Thrive Tax Strategies
- Holds the ChFC® designation
- Participates in the IRS Annual Filing Season Program (AFSP)
- Completes IRS-approved continuing education annually
- Maintains an IRS Record of Completion to stay current on tax law changes
Megan lives in Manchester, Connecticut, with her family and enjoys gardening, family time, and life with her dogs.
Scott Nelson
Scott Nelson is the founder of Thrive Wealth Strategies, a fee-based financial planning practice helping families achieve long-term financial confidence and peace of mind through thoughtful, coordinated planning.
Focus & Experience
- Over 20 years of experience in comprehensive financial planning
- Specializes in retirement income strategies and investment management
- Bachelor of Science in Actuarial Science, University of Connecticut
- Registered financial advisor since 1999
- Licensed Medicare specialist since 2005
Scott lives in Newburyport, Massachusetts, with his wife, Jen, and their four children. He enjoys family adventures, biking, skiing, and exploring the outdoors.
Who We Serve
Investment Clients (Priority)
Tax preparation integrated with your broader financial planning so your return and overall strategy stay aligned.
Non-Clients (Limited Availability)
We accept a select number of standalone tax returns each year based on capacity, timing, and return complexity.
Acceptance is based on availability, timing, and return complexity.
What We Can Help You With
- Individual tax returns (1040)
- 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 will invite you to our secure tax portal to upload your tax documents.
3. Document Review & Quote
After you upload your documents, we’ll review them and provide an estimated quote. Our pricing is very competitive compared to larger national preparers.
4. We Prepare & Review
We complete your return, and review it with you for accuracy.
5. File & Ongoing Support
We file your return and provide year-round support for tax questions and future planning.
Why Thrive Tax Strategies
Included Audit Defense
For qualifying returns, we include ProtectionPlus® tax audit defense coverage of up to $1,000,000 – so if the IRS has questions, you’re not facing it alone.
Clear, transparent process
Intake → upload → quote → preparation → review → file
Proactive mindset
We look for planning opportunities, not just data entry.
Responsive, year-round support
We’re available after filing, not just during tax season.
Documentation-forward approach
We prioritize clean support for positions taken to reduce risk.
Frequently Asked Questions
How do I send my documents?
Use our secure portal to upload PDFs and photos. If you’re missing something, we’ll tell you exactly what to get.
Do you e-file?
Yes. Returns are e-filed after you approve the final return, sign Form 8879, and submit payment.
How long does it take?
Turnaround depends on complexity and how complete your documents are. We’ll give you an expected timeline after we review your upload.
Can you help if I received a letter or notice?
Yes. Upload the notice and we’ll review it and let you know the next steps. There are no additional fees — your protection plan covers this, and we’ll communicate directly with the IRS for you.
Do you offer tax planning?
We identify planning opportunities during preparation and can schedule a separate planning meeting if you want a forward-looking strategy.
What if I’m missing documents?
Upload what you have. We’ll provide a missing-items list after review.
Do you prepare prior-year returns?
Yes, depending on availability and your situation.
Is audit protection included?
Yes. Every 2025 return we prepare automatically includes Protection Plus Executive Membership, which provides up to $1,000,000 in Tax Audit Defense™ services, Identity Theft Restoration, and a $2,500 Tax Preparation Guarantee, subject to the Protection Plus Member Agreement.
Important Tax Dates
Upload Deadline: April 1st (earlier is appreciated, especially for business or complex returns).
Timing varies based on return complexity and document completeness. An expected timeline is provided after document review.
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.