Tax and financial planning for small business owners | Uprise

All-in-one financial and tax expertise for SMB owners

Get personalized financial guidance from a Certified Financial Planner™ small business expert. For your business and for you.

Backed by world-class fintech execs and founders from

Feel the confidence of having an advisor on demand

How it works

1. We get to know you.
   We cover everything about your business and also about your personal finances. Because both matter.
2. Get a comprehensive plan.
   We’ll dive deeper on your finances to spot optimizations and surface additional recommendations. And we’ll check in with you regularly to make sure your plan stays relevant.
3. We're here for you.
   Meet your advisor over video and message them any time, as much as you want.

Traditional financial advisors:

Don’t have small business expertise
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

Trusted and loved by thousands

4.7 / 5 stars on Product Hunt

I swear my jaw dropped every page I went to. I was truly amazed.
Grace, content creator
I should have done this sooner.
Kate, tech business owner
You’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultant

You don’t need to pay more for the best financial advice

Essential

Proactive tax planning with unlimited advisor support.

• Personalized tax plan, continuously updated
• Proactive tax strategy and guidance throughout the year
• Unlimited async messaging with your advisor
• Unlimited video calls, as needed

$240/mo
billed quarterly

Premium

Tax planning plus personal tax filing for sole proprietors. Everything in Essential, plus:

• Personal tax filing (federal + state)
• Schedule C included
• W-2s and 1099s supported
• Quarterly tax estimates

$300/mo
billed quarterly

Complete

Full-service tax planning and filing for business owners with entity-level complexity. Everything in Premium, plus:

• Business tax filing (S-Corp, C-Corp, Partnerships)
• S-corp election handled if appropriate
• Support for up to 2 owners, multiple rentals, and K-1s

$470/mo
billed quarterly

Frequently asked questions

Have any questions?
Book your free video call with an advisor to get them answered.