Start by completing our online tax intake and providing a valid driver’s license or state issued ID. After your intake is reviewed, you will receive instructions to securely upload your W-2s, 1099s, income documents, business records, and any other documents needed to prepare your return.

Rise Tax Group prepares individual and business tax returns ranging from W-2 and family returns to self-employed Schedule C, rental Schedule E, and S Corporation returns. We also handle prior-year filings, amended returns, applicable state and Ohio school district returns, and tax filings involving more complex issues such as identity theft or previously filed incorrect returns.

Yes. We can review previously filed returns and prepare an amended return when appropriate. If significant errors, unsupported items, or identity-related issues are identified, additional review and documentation may be required before corrective work begins.

Tax documents are submitted through our secure tax software client portal. You can upload documents, communicate with your tax professional, and complete required steps electronically without emailing sensitive tax information.

Yes. Eligible clients expecting a refund may choose an optional Refund Transfer bank product that allows authorized tax preparation and applicable bank product fees to be deducted from the refund. Refund Transfers are subject to the financial institution’s terms, approval, and applicable fees.

Clients paying directly will receive an estimated preparation fee based on their intake. A 50% deposit is required before preparation begins, with the remaining balance due upon completion and before filing or transmission.

Yes. Refund Advance loans may be available during tax season through our participating bank product provider. Refund Advances are optional tax refund-related loans subject to eligibility requirements, identity verification, underwriting, program availability, and approval. Applying does not guarantee approval, a specific loan amount, or funding time.

No. Rise Tax Group prepares federal, state, and applicable Ohio school district income tax returns. Clients are responsible for completing any required city or municipal income tax filing directly with the applicable municipality.

Tax preparation fees are based on the forms required, complexity of the return, business or investment activity, number of tax years, additional schedules, and other services needed. Your intake allows us to evaluate your return and provide an estimated preparation fee before work begins.

Yes. Rise Consulting Solutions offers year-round bookkeeping services for small businesses, including monthly bookkeeping, account reconciliation, financial reporting, cleanup, catch-up work, and chart of accounts organization. Services are customized based on your business and the condition of your current records.

Select Tax Professional Training from our website to view available classes and enrollment opportunities. Training programs may require registration, a deposit or full payment, and completion of any required enrollment forms before access is provided.

Yes. Rise Consulting Solutions offers ongoing monthly bookkeeping as well as catch up, cleanup, and reconstruction services for businesses that need their books brought current or reorganized.