What happens on the call?
Finally, financial advice that gets business owners.
Most advisors don’t understand how your business affects your income, taxes, or long-term plan. We do.
As seen in
Modern financial and tax planning, built for business owners
Most financial advisors focus on your personal finances. We do that—and also factor in what they miss: your business. Your income, taxes, and goals are all connected—so we bring it all together to help you lower your tax bill and grow wealth in one place.
Tax planning that saves you thousands
Reduce self-employment taxes, maximize deductions like QBI, and use tools like the Solo 401(k) and QSBS the right way.
Entity structure that avoids $10k+ in taxes
Get the right setup—LLC, S Corp, or C Corp—and pay yourself in the most tax-efficient way.
Retirement and exit strategies that fit your business
Build a long-term plan for retirement, succession, or selling your business—on your terms.
Cash flow clarity for real-world decisions
Know what you can afford to spend, smooth out volatility, and budget with confidence all year long.
It was the first time I got truly personalized advice for my somewhat complicated business goals.
–Molly, product consultant
It was the first time I got truly personalized advice for my somewhat complicated business goals.
–Molly, product consultant
I love that it addresses my financial picture holistically - personally and for my business.
–Jillyan, real estate business owner
I love that it addresses my financial picture holistically - personally and for my business.
–Jillyan, real estate business owner
You’ve given me more tax advice than my tax guys have in 3 years
–Samuel, independent consultant
You’ve given me more tax advice than my tax guys have in 3 years
–Samuel, independent consultant
Testimonials are from actual customers. Images are illustrative.
Who is it for
Built for business owners and self-employed professionals
You're in the right place if you:
Run an LLC, S Corp, or freelance business
Have $100k–$250k in savings and want to grow them
Are tired of guessing about taxes, income setup, and savings
Want a financial advisor who understands how your business impacts your whole financial picture
Uprise is backed by execs and founders from leading business platforms
Your financial plan, your taxes, and your advisor— all in one place.
Billed quarterly. Cancel anytime.
Essential
Best for those with an existing tax pro
Personalized plan2 video calls a yearMessaging support$150/month
Premium
Best for sole props and freelancers
Everything included in Essential, plus:
Personal tax filing (Federal + State)Schedule C, W-2s, 1099sQuarterly tax estimates$300/month
Complete
Best for incorporated or multi-owner
Everything included in Premium, plus:
Business tax filing (S-Corp, C-Corp, Partnerships)S Corp election handled for youSupport for up to 2 owners, multiple rentals, and K-1s$467/month
See exactly what's included in each package and add-on pricing View pricing guide
FAQs
Do you help with investing?
Do you actually file taxes?
Can I cancel?
Do you work with people outside the U.S.?
Get financial guidance that actually fits your life and your business.
Book your free call today and see how much you could be saving.
