Thrive Wise Advisors
Most CPAs and tax advisors are reactive. They focus only on the past and as a result, their clients are forced to operate in perpetual crisis mode. At Thrive Wise Advisors we view tax planning as a forward-looking strategic approach. Our approach allows for integrated, strategic financial decisions to be made throughout the year, rather than just reactionary ones in April. One of the biggest complaints we hear from our clients is that their previous tax advisor or CPA did not introduce specific strategies to significantly reduce their taxes. At Thrive Wise Advisors our clients pay the least amount of taxes because we go beyond simple tax compliance and proactively recommend plain-English concepts and strategies to pay less income tax, maximize profits, and build greater wealth.
At Thrive Wise Advisors, we view strategic tax planning as a critical part of our client's overall financial life. Most financial decisions have a tax component that will potentially impact the advisability of a course of action. The proper management of your tax liability can have a positive effect on your cash flow, investment returns, and retirement income. As a result, tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated into your overall financial life plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, we can improve your prospects of meeting long- and short-term financial objectives.
Thrive Wise Tax Advisors will perform a thorough examination of your current tax situation, identify opportunities, and determine how to best utilize the current tax law to help lessen your current tax burden and meet your financial objectives. With Thrive Wise Advisors as your most trusted advisor, you can rest assured your financial life is optimized.
701 N Green Valley Pkwy
Henderson, Nevada
89074
Why You?
Other firms work with you for a month or two a create a static tax plan. At Thrive Wise Advisors our process is different. We have developed a dynamic year-round ongoing planning process. One based on the life you want to lead to ensure you are always making your best tax-reducing and wealth-creating decisions. Experience has thought us that it’s not just about taxes—it’s about your entire financial life. Your personal advisor will work with you directly to create a financial roadmap and help you keep more of what you make and live your best life.
Ideal Client
Our ideal client is a health care professional that is ready to take a proactive approach to tax planning and wealth creation.
Services Offered
At Thrive Wise Advisors we offer strategic business and personal tax planning and professional tax preparation.
Experience and Designations
Troy Erwin, EA, AWMA, CRPC (Enrolled Agent, Financial Planner, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Registered Investment Advisor) is CEO, Chief Tax and Wealth Strategist of Thrive Wise Tax Advisors and President of Thrive Wise Advisors LLC. With over 26 years of experience in financial services, Troy has been recognized as one of the top-rated tax consultants. He is uniquely dedicated to helping medical professionals reduce their tax liability and maximize their true financial potential, through a proactive holistic approach to tax reduction strategies, cash flow planning, and financial life management.
Troy takes an educational and consultative approach to provide sound, easy to understand strategies and concepts to help his clients implement a plan to pay less in taxes, increase wealth, and enjoy their best life. He incorporates the principles of current tax law, real estate investing, and modern finance. As well as academic and professional research to help guide his clients through the complex and often counter-intuitive world of taxation, planning, and personal finance.
Fee Structure
Thrive Wise Advisors provides on-going expert strategic tax planning and professional tax preparation for both business and personal for one all inclusive flat monthly fee.
For our W-2 Doctors and Health Care Professionals our fees start at $379 a month.
Our Business plans start at $459 a month.