Estimated tax savings
$16,500
Client description
Marketing agency owner
$1.6 million business revenue
Planning approach
Business entity election timing
Currently taking new clients.
Turn taxes into strategy,
not a chore.
Tax filing and tax planning from a pro you can actually talk to.
Clear communication. Flat-fee pricing. No surprises.
Trusted by 50+ owners & their families.
Small changes. Meaningful savings.
Illustrative examples using actual client data.
Actual savings depend on each client's facts and circumstances and are not guaranteed.
Why work with ThriveSolo?
Not all tax pros are the same. Here's what sets ThriveSolo apart.
01
Proactive, year-round partnership.
Life doesn't wait until April, neither should your tax questions.
02
Communication & follow-through.
Prompt answers in plain English. Always know what's happening and why.
03
Implementation, not just advice.
Strategies only work if their actually used. I help turn plans into action.
04
Flat-fee pricing.
One straightforward fee for the year. No surprise invoices and no monthly subscriptions.
Hi, I’m J.T.
Enrolled Agent
I’ve been in the financial industry for more than 13 years and during that time I’ve discovered what I’m passionate about: Helping my clients take control of their taxes and keep more of what they earn.
Here's a little more about me: I'm based in Florida, have four awesome kids and am a die-hard Christian. If you’re looking for more than a once-a-year transaction and are ready for a trusted tax partner, let’s connect.
Previously at
How can I help?
White-glove service for people who want more from their accountant.
Tax Filing
Meticulous tax return preparation for simple or complex situations.
Year-Round Support
Proactive guidance all year, not just at tax time.
Tax Strategy
Custom planning that fits your tax profile and your lifestyle.
Here's how to get started...
1
Get a price.
Describe your situation, get an instant quote.
2
Book a meeting.
Ask me questions, clarify the details.
3
Get it done.
Filing and planning, all in one place.
What do clients say?
Real feedback from real people who've worked with me.
"Working with JT has been an absolute pleasure! I'm the owner of multiple businesses and he was the expert I needed. I've already referred JT to other friends and family, and I'll definitely be back each year!"
Chase
Business Owner
"JT is awesome. So easy to work with, great communication. Asked all the right questions to make taxes simple and know you are being as tax efficient as possible. Would 100% recommended individuals or business owners working with JT."
Logan
Business Owner
"Working with J.T. gave me confidence about what to do with my money. I also wouldn't have known about all the tax benefits I qualified for without him. J.T. is so friendly and knowledgeable and made setting goals comfortable and easy."
Cole
Physician's Assistant
"Without J.T.'s help, it was hard to take action. But with him, I not only learned new info, but then I followed through! His expert advice gave me a clear path. I may not have ever heard about some of the options available to me without his help. J.T.'s the best!"
Lydia
Health Coach
"I was very impressed with J.T.'s clear guidance and overall knowledge with our situation. He was able to assist with questions about our personal tax situation as well as financial guidance. Well recommended."
Joe
Franchise Director
"J.T.'s knowledge of finance and tax, paired with a genuine commitment to helping clients succeed, sets him apart. He simplified complex concepts and provided clear guidance that truly made a difference. I trust J.T. completely and can't recommend him enough!"
Emily
Human Resources
Who do I serve?
Tailored tax guidance for individuals, families, and solo business owners.
Individuals & Families
Households who want proactive planning—not just a filed return.
Good fit if you:
- Have $100k+ income & feel things are getting complicated
- Are looking for a tax pro who actually follows through
Common outcomes
- No surprise tax bills in April
- Promptly answered emails
- Tax plans that actually work
Solo Business Owners
Profitable owner-operators who want personalized tax strategy.
Good fit if you:
- Run a service-based business (software, consulting, agency)
- Want strategies for deductions, entity selection & more
Common outcomes
- Plain English recommendations
- Done-with-you implementation
- Proactive partnership approach
Pick a plan that works for you.
Every package covers a full year of service with one simple fee.
Basic
Core Services
- Tax return preparation
- Document storage
- Video walkthrough
Support
- Year-round support (email)
- Audit defense
- IRS notice assistance
Planning
- Estimated payments
- Projections & scenario analysis
Most Popular
Essential
Core Services
- Tax return preparation
- Document storage
- Video walkthrough
Support
- Year-round support (email)
- Audit defense
- IRS notice assistance
Planning
- Estimated payments
- Projections & scenario analysis
- Annual planning meetings
Premium
Core Services
- Tax return preparation
- Document storage
- Video walkthrough
Support
- Year-round priority support
(email and phone) - Audit defense
- IRS notice assistance
Planning
- Estimated payments
- Projections & scenario analysis
- Quarterly planning meetings
Need help with planning only? Click here.
FAQs
Common questions about working with ThriveSolo.