Worried about taxes? Talk to a small business financial advisor.
Work with a Certified Financial Planner™ to resolve tax issues and avoid future penalties.

Backed by world-class fintech execs and founders from

Fix tax issues now — and avoid future surprises
    How it works
    1
    Talk to us about your situation.
    We’ll cover what’s going on with your taxes — whether it’s a missed payment, a late filing, or just confusion about what’s next.
    2
    Get a personalized action plan.
    Your advisor will walk you through how to resolve your tax issue, and help you get it handled with filing support if needed.
    3
    Stay on track going forward.
    We’ll keep working with you to help avoid future penalties, manage quarterly taxes, and make smart financial decisions all year.
    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
    You 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
    billed quarterly
    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
    billed quarterly
    Complete
    Everything included in Premium, plus:
    Federal + state filing for business and personal
    Late tax filing and penalty mitigation
    Quarterly estimated tax planning
    Integrated tax services provided by a licensed tax partner
    $417/month
    billed quarterly
    Frequently asked questions
    What can I expect from you?
    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?
    Handle tax issues the smart way
    Talk to a Certified Financial Planner™ who can help you take control of your taxes.