Tax

Santa Cruz’s Preferred Business Tax Preparation Services

Navigating tax complexities is a significant challenge, which is why Rise Financial Solutions offers a tailored suite of tax services. These are crafted to meet your distinct needs, ensuring you remain compliant and maximize your tax savings.

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

To minimize tax liabilities and maximize returns, effective tax planning and compliance are key. With Rise as your tax partner, you gain expert guidance and robust support, navigating the tax landscape with confidence.

Our Services

Full-Service Tax Solutions for Your Santa Cruz 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

When tax season arrives, you can avoid the arduous tasks of preparing and filing tax forms and navigating the complexities of updated codes and regulations. It’s comforting to have a professional handle your taxes. Expert oversight reduces the risk of expensive errors and penalties, often resulting in better financial outcomes. Let us alleviate the tax burden from your team and help advance your business toward its larger objectives.

Efficiency: For small businesses, tax preparation is neither simple nor swift. It requires significant time for both standard procedures and adapting to new changes or software intricacies. Outsourcing these tasks frees business owners to concentrate on their primary business activities without getting overwhelmed by the demands of tax preparation.
Value: Employing a full-time staff member can be costly and may not align with your current growth phase. Collaborating with Rise offers the flexibility and cost-effectiveness of an external tax expert, particularly beneficial for small businesses. As your needs expand, our services scale with you.
Strategic Planning: Our tax specialists provide strategic guidance to support your financial decision-making and adhere to current tax laws. As fractional CFOs, the Rise team has a strong grasp of the business financial landscape, and their actions will reflect a deep awareness of your potential 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

Can your Santa Cruz tax accountants manage both federal and state tax filings?

Yes, we can manage both federal and state tax filings. Our team is equipped to handle the complexities of multi-state taxation and ensure compliance. We streamline the process to make it as efficient as possible for your Santa Cruz business while setting you up for future success.

What specific tax-saving strategies could you offer for my business?

We tailor tax-saving strategies specifically for your business based on its industry, size, and financials. Strategies may include maximizing deductions, taking advantage of relevant tax credits, employing deferral tactics, and strategic timing of income and expenses to optimize your tax position.

Do you provide support for payroll taxes and related filings?

Yes, we provide comprehensive support for payroll taxes and related filings. This includes calculating payroll tax obligations, preparing and filing the necessary forms, and ensuring timely deposits of payroll taxes to appropriate agencies. We also assist with year-end forms such as W-2s and 1099s.

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