What can I expect from you?
Pay less in taxes with a personalized small business tax plan
Work with a Certified Financial Planner™ to build a tax strategy tailored to your income, business structure, and goals.
Backed by world-class fintech execs and founders from
Lower your tax bill with strategies built for business owners
How it works
1
We get to know you.
We cover everything about your business and also about your personal finances. Because both matter.
2
Get a comprehensive plan.
We’ll identify opportunities to reduce your tax burden—from estimated taxes to retirement contributions to business expense strategy.
3
We’re here for you.
Meet your advisor over video and message them any time, as much as you want.
Traditional financial advisors:
Don’t have small business expertise
Don’t understand entity structure or tax planning
Can cost tens of thousands of dollars per year
Only available to high net-worth individuals
Are low-tech
Are focused on AUM
Are limited to their own products
As seen in
Financial advisory, as unique as your small business
Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
Freelancers and agency owners
Creators
Private practices and healthcare providers
Real estate agents and property managers
Restaurant owners
Trusted and loved by thousands
You’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultantI was scared to see my plan but I love it. You have made it easy. I should have done this sooner.
Kate, tech business ownerI swear my jaw dropped every page I went to. I was truly amazed. Every recommendation in my plan was SO personalized!
Grace, content creatorYou don’t need to pay more for the best financial advice
Essential
Comprehensive, personalized financial planning for your business and for you
Unlimited messaging with your advisor
Continuous monitoring of your finances for new opportunities
Unbiased advice personalized to your business and your personal finances
$150/month
Premium
Everything included in Essential, plus:
45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan
45-minute video call to review your personalized financial plan
Additional calls as needed
$267/month
Complete
Everything included in Premium, plus:
Federal + state filing for both business and personal
Quarterly estimated tax guidance
S Corp election support, if applicable
Integrated tax services provided by a licensed tax partner
$417/month
Frequently asked questions
Do you serve people outside the US?
How are you able to make this so affordable?
Who is this for?
How does the money-back guarantee work?
Stop overpaying on taxes
Get a personalized strategy from a Certified Financial Planner™.