Tax

San Jose’s Preferred Business Tax Preparation Services

At Rise Financial Solutions, we recognize the challenges of tax navigation for both companies and individuals. Our extensive tax services are customized to address your specific needs, helping ensure compliance and optimizing your tax benefits.

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

Strategic tax compliance and planning are essential for minimizing tax liabilities and maximizing financial savings. With a professional’s expertise, support, and guidance, you can confidently navigate the complexities of tax regulations.

Our Services

Full-Service Tax Solutions for Your San Jose Business

When you partner with Rise for tax services, you enlist a team of experts dedicated to providing customized support and achieving the best outcomes. We specialize in everything from business tax compliance to strategic tax optimization, all focused on advancing 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

Come tax season, you won’t have to struggle with the intricate process of preparing forms or staying attuned to changes in tax codes and regulations. Having an expert manage your taxes provides immense reassurance. With a professional by your side, you can avoid the high cost of mistakes and penalties and even benefit from advantageous deductions or credits. We’re eager to assist in moving your business closer to its broader objectives by lifting the burden of tax preparation from your team.

Efficiency: Handling taxes for a small business isn’t just about fulfilling regular duties. It also requires adapting to ongoing changes and dealing with complicated software. By outsourcing tax preparation, business owners can direct their attention towards essential business functions, avoiding the drain of these demanding tasks or the cost of a full-time employee.
Value: Hiring a full-time employee can incur high costs and may not be the best fit for your business’s current stage. A partnership with Rise provides the same services at a fraction of the cost of an in-house tax professional. Our services adapt to your growth allowing you greater flexibility.
Strategic Planning: Our team of tax professionals at Rise provides tailored strategic advice to help you make smarter financial decisions under the current tax framework. With experience as fractional CFOs, we bring a holistic view of your business’s financial structure and consider every operation in light of the opportunities and risks involved.

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

Do your San Jose tax accountants offer strategic tax planning advice throughout the year?

Yes, we offer strategic tax planning advice throughout the year. This continuous support helps your business make the best possible financial decisions at all times, optimizing efficiency when preparing for year-end filings, and encouraging clarity on both ends.

How do you handle tax audits if they arise?

If a tax audit arises, we handle it by thoroughly reviewing your financial records to confirm everything is accurate and compliant. We then represent you in discussion with tax authorities, providing all necessary documentation and arguments to support your case, aiming to resolve the audit swiftly and favorably.

How long will it take to prepare and file my taxes?

The time it takes to prepare and file your taxes can vary depending on the complexity of your financial situation and the completeness of the documentation you provide. Generally, it can take from a few weeks to a few months. We strive to be as efficient as possible while ensuring a thorough and accurate result.

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