Disclaimer/ No Guarantee | Thrive Works Solutions

At Thrive Works Solutions

We value accuracy over speed, honesty over inflated refunds and education so clients understand their tax situation.

Our goal is to help clients file confidently and compliantly while working toward long-term financial success.

Things to know

Fees & Payment Policy

Fees are based on the complexity of the return, forms required, and years filed.

Payment is due before the return is filed if you are not using a bank product.

Fees are not based solely on the size of your refund.

Pricing will be discussed before filing whenever possible.

If your refund is prepared and filed by Thrive Works Solutions, our service fee is still due even if your refund is reduced, delayed, or applied to other obligations.

Record Retention Policy

We retain client records for a limited period as required by law.

Clients are responsible for maintaining copies of their tax returns and documents.

Records are securely stored and disposed of when no longer required.

Accuracy & Due Diligence Policy

We follow IRS due diligence requirements and may request documentation to verify:

Income
Credits (such as Child Tax Credit or Earned Income Credit)
Deductions

We reserve the right to refuse to prepare or file any return that appears inaccurate, incomplete, or fraudulent.

Refund & Cancellation Policy

Once work has begun, fees are non-refundable.
If a client chooses not to file after preparation has started, preparation fees still apply
Filing fees are separate from IRS or state balance due