Tax

Silicon Valley’s Preferred Business Tax Preparation Services

At Rise Financial Solutions, we understand the hurdles of tax management. So we deliver personalized tax services that cater to the unique requirements of businesses and individuals, ensuring compliance and tax optimization.

Schedule a Free Consultation

Fill out a few details on the form to get in touch with one of our tax specialists. We’ll respond quickly to schedule a call so we can get to know you and your business.

Why Hire a Professional For Your Taxes

Reducing tax liabilities and increasing savings requires proficient tax planning and compliance. By choosing Rise for your tax needs, you’re assured of receiving top-tier support and guidance, making it easier to handle the complexities of taxation.

Our Services

Full-Service Tax Solutions for Your Silicon Valley Business

With Rise as your tax service provider, you access a team of skilled professionals dedicated to delivering customized tax solutions and exceptional performance. Our services range from preparing business tax returns to strategic tax planning, all designed to enhance your financial success.

Business Entity Tax Return (Form 1065, 1120, 1120S)

Ensure compliance with IRS regulations and maximize your tax savings with accurate and timely business entity tax returns.

Individual Tax Return (Form 1040)

Minimize your personal tax liabilities with expert preparation of individual tax returns if Rise is preparing your business taxes.

Tax Planning and Projection Worksheets

Stay ahead of the curve with proactive tax planning and projection worksheets designed to optimize your tax strategy and minimize surprises.

S-Corp Tax Election

Explore the benefits of S-Corp tax election and ensure compliance with IRS regulations with our expert guidance and support.

Annual Tax Reduction, Shifting, and Deferral Analysis

Identify opportunities for tax reduction, shifting, and deferral to minimize your tax burden and maximize your savings.

Small Business Tax Deductions Optimization

Maximize your tax deductions and credits with expert optimization strategies tailored to your small business needs.

Section 199A QBI Deduction Tax and Salary Optimization

Optimize your Section 199A Qualified Business Income (QBI) deduction and salary structure to maximize your tax savings.

Estimated Tax Payment Calculations & Recommended Payroll Withholdings

Stay on track with estimated tax payments and recommended payroll withholdings to avoid penalties and minimize surprises.

Reasonable Shareholder Salary Calculation

Ensure compliance with IRS regulations and optimize your shareholder salary to maximize tax savings and minimize risk.

Tax Resolution, Audit Defense (as required)

Navigate tax disputes and audits with confidence with our expert tax resolution and audit defense services.

Our Benefits

Stress-Free Tax Preparation and Planning

During tax season, forget about the complex process of form issuance while grappling with regulatory changes. Having a tax expert in charge offers significant peace of mind. Their professional management minimizes the likelihood of costly mistakes and penalties and typically improves financial results. We’re here to relieve your team of tax-related stress and contribute to achieving your broader business goals.

Efficiency: Tax preparation for small businesses involves more than just routine tasks. It includes staying updated with regulations and managing complex software or reporting. Outsourcing this responsibility allows owners to focus on their main operations without the burden of these time-intensive activities.
Value: The expense of hiring a full-time employee can be substantial and not always suitable for your business’s developmental stage. Working with Rise provides both flexibility and economic advantages over having an in-house specialist. Small businesses in need of tax preparation especially benefit from a partner who can help on an as-needed basis.
Strategic Planning: At Rise, our tax advisors deliver strategic counsel to refine your financial choices based on the latest tax regulations. Our team also serves as fractional CFOs and fully comprehends the broader implications of a business’s financial operations. Besides handling basic tax functions, we can also optimize operations with insights into your unique risks and opportunities.

Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.

Adam Lang

Owner, KICKOFF

Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.

Keith McDonald

Owner, NH Tap

Partner with Rise

Rise was founded to aid businesses as a financial partner who can amplify impact and growth. With years of diverse experience across industries, we’re equipped to address the unique challenges of business financials, taxes, bookkeeping, accounting, and strategy.

Frequently Asked Questions

How do your Silicon Valley tax accountants handle corrections in the event of a filing error?

If a filing error occurs, we promptly assess the issue and determine the necessary corrections. We then communicate with the relevant tax authorities to amend the filings. Our team ensures that any corrections are made quickly and accurately to minimize any potential impact such as penalties or additional charges.

What sets your services apart from other tax preparers?

What distinguishes our services is our personalized approach tailored to each client’s specific needs, our extensive expertise in tax law, and our commitment to staying up to date with all tax code changes. Also, we emphasize transparent communication and dedicated support throughout the year, not just during tax season.

What do you need from me to start the tax preparation process?

To begin the tax preparation process, we need access to your previous year’s tax returns, current year’s financial statements, records of expenses and revenues, and any notices from tax authorities. Providing comprehensive documentation upfront will help us move through the process efficiently and accurately.

Minimize Your Tax Burden and Maximize Your Savings

Take the first step towards securing your financial future with Rise Tax Services. Contact us today to learn more about how our comprehensive tax solutions can help you achieve your financial goals and thrive in today’s complex tax environment.

Schedule a Free Consultation