Thrive Tax & Advisory, LLC

Thrive Tax & Advisory, LLC

5.0 (3)
5 employees
3 years in business

About this pro

With 20 years of experience in the tax and accounting fields, Thrive Tax & Advisory LLC (located in West Covina, CA), is a CPA firm providing full-service tax, accounting, and business consultation services.  Our founder, Margarita Sudjono CPA, hold a bachelor degree in Accounting and two master degrees in Finance and Taxation. 

Our certified public accounting firm addresses client requirements, domestically and virtually. We do this by minimizing risk exposure, examining cost-cutting strategies, optimizing client resources, and revealing growth channels. In this way, we able to find optimal solutions for our clients. All of these, serve to maximize tax benefits that meet our clients’ financial goals.  Thrive Tax & Advisory strives to dedicate a high standard of excellence and professionalism to assist our clients in maintaining financial viability today, while taking a proactive approach to achieving future objectives.

Our goal is to establish a meaningful long-term client relationship by providing as many, or as few, services deemed necessary.  In this way, we can help our clients maximize their profits and tax benefits which ultimately meet their objectives

Our company website is: http://thrivetaxadvisory.com/

Our company Facebook is: 

https://www.facebook.com/ThriveTaxAdvisory/

Together We Thrive is the motto of our company, Thrive Tax & Advisory, LLC.  We love to establish a meaningful long-term working relationship with our client by providing as many, or as few, services deemed necessary.  In this way, we can assist our clients in maximizing their profits and tax benefits which ultimately meet their financial objectives and grow their business.  We love to provide our clients with the optimal solutions by making a strategic recommendation based on our client's financial situation, which at the end, will help our client in solving their financial challenges within their business or personal life.  We find our inspiration from the possibility of growth and success that we see in our clients.

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Credentials

West Covina, CA 91790
Email verified
Phone verified

3 Reviews

5.0

  • Jo J.

    I highly recommend CPA Margarita Sudjono of Thrive Tax and Advisory. She has prepared my taxes and personal bookkeeping for a number of years now. I am very grateful that she researches every aspect of tax law to provide me with the most advantageous tax liability possible. She has saved my bacon more than once! Also, she is very easy to work with. She is considerate and patient and wants her clients to understand everything they need to about their tax situation. You could not ask for a more thorough, expert tax preparer.

  • Hendra W.

    Been with this company for many years. Good price, fast result, very knowledgeable and very updated with the tax law.

  • Gricelda A.

    She is amazing!! So lucky that we found her, we have a business for over a 3 years and no one has help us or guide us like she has, you can tell she loves what she does and go the extra mille to do the best for your company and family, definitely will recommend her a 100% Thanks so much margarita for all your hard work!



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FAQs


What is your typical process for working with a new customer?

Our company believes in customize and personalize services as we understand each client is unique and has his or her own needs and goals. Thus, I would like to be able to either talk to the new client on the phone or meet in person to give me a chance to review his/her accounting & tax needs.  

We operate both domestically and virtually (remotely).  We have clients who live outside of the USA and outside of the state of CA.


What education and/or training do you have that relates to your work?

I hold bachelor degrees in accounting and two master degrees in finance and taxation.  I hold a CPA (Certificate of Accounting) and MST (Master of Science in Taxation) degree and has over 20 years experience in public accounting with various backgrounds such as law office, medical offices, teachers/education, online stores, software developer, engineering, manufacturing, wholesale, retail stores, franchise stores, artists/musicians, professional services, architects/graphic designs/printing, etc


How did you get started in this business?

Knowing that we will make a difference in someone's life as we will influence clients' lives and finances, inspires us to start our business. Our clients are not just numbers, but they are people who have families and desire to succeed financially.  After 20 years of experience in public CPA firms, we realize that most CPA firms are missing the big pictures, they are missing the personalized touch with their clients.  Most of them are competing to get the most number of clients, in other words, they operate based on "quantity over quality."  As a result, some clients will suffer, mistakes happen, and professionalism disappears.  Our company strives on making a difference in our clients' lives, financially and personally.  There is such a wonderful feeling and such an inspiration to see our clients growth and success in achieving their goal, by helping them to maximize their profit and tax benefits and more efficient use of their resources.


What types of customers have you worked with?

We work with many customers from various backgrounds.

Some of the services that Thrive Tax & Advisory offer includes, but not limited to:

Tax services (planning, projection & preparation) for business, individual, estate, trust, non-profit, and exempt organization; bookkeeping; initial business set up including business formation and consultation; Federal, state, and local tax audit representation; back and amended tax returns filing; accounting system set up including Quickbooks accounting assistance; tax, accounting and business consultation; financial statement preparation; cash flow management & budgeting analysis, financial planning strategies, sales tax compliance, payroll services and filing, etc.


What advice would you give a customer looking to hire a pro in your area of expertise?

Financial integrity is everything when you have a business, whether you're just starting out or you've been operating for years.  When business owners decide not to hire an accountant, they are usually motivated by the savings they think they will achieve. 

However, a great accountant can be one of the most worthwhile investments and the most effective ways to handle the financial matter in the business.  And in the end, it can actually end up saving the company money, as the business owners will be able to focus on what they do best, which is networking and growing the company.


Services offered

Accountants Bookkeepers Business Tax Preparation CPA Firms Individual Tax Preparation Tax Accountants Tax Preparation Services