Tax

San Francisco Bay Area Trusted Business Tax Preparation Services

Rise Financial Solutions is adept at understanding the intricacies involved in taxation for businesses and individuals. We provide a detailed range of tax services, designed specifically to ensure you meet legal requirements while enhancing your 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

Effective tax management is crucial for both businesses and individuals to reduce tax burdens and enhance savings. Partnering with Rise ensures that you have access to expert advice and support, helping you effectively navigate the complex tax environment.

Our Services

Full-Service Tax Solutions for Your San Francisco Bay Area Business

Partnering with Rise for your tax services connects you with a dedicated team of tax professionals who deliver personalized service and outstanding outcomes. Whether it’s handling complex business tax returns or crafting strategic tax plans, we are committed to helping you meet your financial objectives.

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

When tax season comes around, you don’t have to worry about the painstaking process of preparing and issuing forms, or wrestling with changes to codes and regulations. Having an expert manage your taxes can be incredibly reassuring. Professional oversight prevents costly mistakes and penalties and often leads to more favorable outcomes. We’d love to help bring your business closer to its broader goals by removing the burdens of tax preparation from your team.

Efficiency: For a small business tax preparation is not a simple or quick process. Besides devoting time to routine and predictable necessities, there’s also the pressure to keep up with changes or navigate software complexities. Outsourcing allows business owners to focus on their core operations without being bogged down by the time-consuming tasks of tax preparation.
Value: Hiring a full-time employee poses high costs and doesn’t always fit with your business’s stage of growth. Partnering with a firm like Rise gives you flexibility and it can be more economical than maintaining an in-house tax expert, especially for small businesses. As your business scales and demand grows, we grow with you.
Strategic Planning: Our tax experts offer strategic advice to optimize your business’s financial decisions based on current tax laws. At Rise, our team also functions as fractional CFOs. We understand the scope of a business’s entire financial scheme and will perform all operations with a deep level of understanding for your opportunities and risks.

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 is your process for tax preparation and filing?

Our process begins with gathering all necessary financial documents from you. We then review these documents to ensure accuracy and compliance. Next, we use our tax software to prepare your taxes, optimizing for deductions and credits to minimize your tax liability. Once the return is prepared, we review it with you for approval before filing it with the appropriate authorities.

What experience do your San Francisco Bay Area tax accountants have with small business tax preparation?

We have a long history of handling tax preparation for small businesses in various industries. Our team is adept at navigating the unique challenges and opportunities that small businesses face during tax season whether self-employment taxes, optimizing business deductions, or handling mult-state filings.

How do you ensure the confidentiality of financial data?

We take the confidentiality of your financial data seriously. Our firm employs robust security measures, including encrypted data transmission, secure storage solutions, and strict access controls. We regularly update our security protocols to protect against emerging threats and conduct audits to ensure compliance with privacy laws and regulations.

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