WE ARE NOW ACCEPTING NEW CLIENTS!

Welcome to your trusted family!

At Rise Financial, we really honor the acronym RISE when it comes to our company values!

1. Respect

We treat every client with the utmost respect, listening to their unique financial situations and understanding their individual needs. We believe in building trust through empathy, professionalism, and transparency.

2. Integrity

We are committed to conducting business with honesty, ethics, and accountability. Our clients can rely on us for clear guidance, straightforward advice, and a commitment to doing what's right, even when it's difficult.

3. Success

At RISE, our primary goal is to help our clients achieve financial freedom and success. We work tirelessly to improve credit scores, reduce tax liabilities, and empower our clients with the tools and knowledge they need to thrive financially.

4. Empowerment

We believe in empowering our clients to take control of their financial future. Through education, support, and actionable solutions, we give clients the confidence and resources to make informed decisions and overcome financial challenges.
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Frequently Asked Tax Questions:
Do you do free estimates?

No, if you submit your tax information to our company, we will prepare your
return.
What payment methods do you take?

We accept credit and debit cards. If you are not getting a return that your fee will automatically get deducted from, then we will invoice you through our invoicing system. INVOICES MUST BE PAID PRIOR TO BEGINNING TAX PREPARATION.
Do you offer online filing?

Yes! We service all 50 states. You can submit everything to us from a mobile
device, laptop, or computer. You do not have to see us in person.
What are your office hours? 

Our office hours are Mon-Fri from 8am-5pm
Do you offer payment plans for bookkeeping?

Yes! We will bill you monthly for our annual bookkeeping
What tax documents do I need?
  • W-2 forms from all employers
  • 1099 forms, such as:
    * 1099-NEC (self-employment income)
    * 1099-MISC (miscellaneous income)
    * 1099-INT (interest income)
    * 1099-DIV (dividends)
    * 1099-B (stock/brokerage transactions)
    * 1099-R (pensions, retirement accounts, IRA distributions)
    * 1099-G (unemployment income, state tax refunds)
    * 1099-K (payment apps like CashApp, PayPal, Venmo, Zelle)
  • Schedule K-1 (partnerships, S-corps, estates, or trusts)
  • Alimony received (if applicable under tax law year)
  • Rental income & expenses (if you own rental property)
  • Business income & expenses (if self-employed)
What personal information do I need?

• Photo ID (Driver’s license, state ID, or passport)
• Social Security cards (or ITINs) for you, your spouse, and dependents
• Bank account & routing number (for direct deposit of refunds)
• Last year’s tax return (helpful but not required)

  • “I had an amazing experience working with Alyssa at Rise Financial! She made the entire tax process seamless, stress-free and easy to understand. Her professionalism, expertise and attention to detail truly stood out. She was always responsive and patient, answering all my questions and ensuring everything was handled correctly. I highly recommend her services to anyone looking for a knowledgeable and reliable tax professional. Ill definitely be returning next tax season!”

    - Mykah

  • “I am so thankful to have found Alyssa with Rise Financial!!! I was needing someone to maximize my refund and Alyssa did just that! Prior to finding her I always filed on my own. I realized I was missing out on a lot of things that I was eligible for and with Alyssa's professional expertise she made sure that I claimed everything I was eligible for! Being a single mom, this refund definitely came in hand and I am so grateful!”

    - Lauren St Paul

  • “Alyssa was great! We had a bad experience with our previous tax consultant, and she far surpassed our expectations! She was very professional and highly communicative! She walked us through every step, highly recommend!”

    - Cory Hilgendorf

  • “Alyssa was amazing to work with. She made the whole process very easy for us and completed our taxes in a very timely manner. Always quick to answer emails and extremely helpful with any questions we had. I would highly recommend her to anyone needing assistance!”

    - Allen Gable