Tax

Napa’s Preferred Business Tax Preparation Services

At Rise Financial Solutions, we know the difficulties that businesses and individuals face with taxes. We offer comprehensive, customized tax services to ensure compliance with laws and to help you achieve maximum tax efficiency.

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

Proper tax planning and compliance are essential for optimizing tax savings and minimizing liabilities for both individuals and businesses. At Rise, our expert guidance ensures you stay ahead in the evolving tax landscape.

Our Services

Full-Service Tax Solutions for Your Napa Business

Choosing Rise for your tax needs means gaining a partnership with experienced professionals focused on providing tailored services and achieving excellent results. We offer comprehensive support with tax filing and optimization to help you reach your financial goals.

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

As tax season approaches, there’s no need for you to handle the tedious tasks of preparing forms or keeping up with compliance changes. You can entrust your tax preparation to the experts. A professional’s oversight helps avoid costly penalties and mistakes and often leads to advantageous financial results. We aim to help your business meet its wider goals by taking the tax preparation load off your shoulders.

Efficiency: Small business tax preparation is complex and time-consuming, involving not only routine tasks but also keeping pace with regulatory changes and software issues. Outsourcing frees up business owners to focus on core activities, enhancing operational efficiency without the distraction of tax-related tasks.
Value: Onboarding a full-time employee is expensive and might not match your business’s growth trajectory. Partnering with Rise offers a more flexible and cost-effective solution compared to maintaining a full-time tax expert. Small businesses may especially benefit from working with a firm that will adapt as their business evolves.
Strategic Planning: Our experts at Rise offer strategic tax advice to improve your financial decisions, taking into account changes to tax laws. As fractional CFOs, we engage a deep understanding of your business’s financial situation and manage operations with a keen sense of your specific opportunities and challenges.

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

What are your Napa tax accountants’ qualifications and credentials in tax preparation?

Our team consists of Certified Public Accountants (CPAs) and CFOs (Chief Financial Officers) who are highly trained and experienced in tax preparation. These credentials, plus years of experience as financial managers, are the foundation of our expertise in tax codes and compliance requirements.

Can you integrate with my current accounting software?

Yes, we can integrate with your existing accounting software. Our team is proficient with a variety of financial management systems including QuickBooks, Xero, and others. We will seamlessly sync with your current setups without compromising the integrity of your information.

How do your Napa tax accountants stay updated on the latest tax laws and regulations?

We regularly update our knowledge through continuous professional education, subscribing to tax law updates and participating in industry seminars and workshops. This commitment helps us stay on top of changes in tax regulations and best practices so we can provide effective and accurate tax advice.

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