RISE TAX GROUP

Professional Tax Preparation Built Around Accuracy

Professional tax preparation for individuals, families, self-employed professionals, and business owners, with a focus on accuracy, compliance, due diligence, and identifying applicable deductions and credits. Available locally in the Cleveland area and nationwide through virtual service.

Compliance Focused · Due Diligence Driven · Secure Digital Process

RISE TAX GROUP IS THE TAX PREPARATION DIVISION OF RISE CONSULTING SOLUTIONS LLC

PRACTICE AREAS & SCOPE

Tax Services For Every Stage

Tax preparation for individuals and businesses, from straightforward returns to more complex filing situations.

Individual tax preparation workspace with Form 1040, W-2 documents, calculator and laptop.

Individual Tax Returns

Preparation for W-2 earners, families, dependents, retirement income, investments, itemized deductions, and other individual tax situations.

Self-employed tax preparation workspace with 1099-NEC forms, receipts, calculator and financial records.

Self-Employed & Schedule C

Tax preparation for independent contractors, 1099 earners, sole proprietors, and small business owners, including business income, expenses, and self-employment tax.

Rental property tax preparation workspace with property records, house model, calculator and financial documents.

Rental Property & Schedule E

Preparation for rental and royalty activity, including single and multiple properties, depreciation, basis considerations, and applicable passive activity limitations

S corporation tax preparation workspace with Form 1120-S, shareholder records, payroll summary and calculator.

S Corporation Returns

Form 1120-S preparation, shareholder Schedule K-1 reporting, basis considerations, and review of relevant business and payroll records.

Prior-year tax return preparation with historical tax records, IRS transcripts, and Form 1040 documents.

Prior-Year Tax Returns

Resolution and catch-up filing for unfiled historical years, reconstructing missing records via IRS wage and income transcripts.

Amended tax return review with corrected tax documents, calculator, and supporting records.

Amended Returns

Review and preparation of amended returns when previously filed information needs to be corrected, added, or updated.

Tax identity theft assistance workspace with IRS forms, identity verification, and secure account protection.

Identity Theft Issues

Assistance with IRS identity-theft procedures, Form 14039 when appropriate, IP PIN guidance, and filing-related issues resulting from suspected tax identity theft.

State and local school district tax preparation with filing documents and tax records.

State & Local School Districts

Preparation of applicable state income tax returns and applicable school district income tax returns. Municipal and city income tax filings are not included in standard tax preparation services.

THE RISE STANDARD

More Than Data Entry

Professional tax preparation requires more than entering numbers into software. Each return is reviewed with attention to documentation, applicable tax rules, due diligence requirements, and the taxpayer’s individual filing circumstances.

ACCURACY & RIGOR

Due Diligence & Compliance-Focused Review

Each return is reviewed before filing for accuracy, completeness, and compliance with applicable tax rules. We also consider prior-year information, multi-state filing issues, and more complex schedules when they apply to your tax situation.

  • Review of information and supporting documentation

  • Paid preparer due diligence when applicable

  • Review of complex income, credits, deductions, and schedules

  • Follow-up when additional information or clarification is needed

Senior tax advisor reviewing compliance documentation and financial statements
Professional client collaboration via secure digital portal interface

CLIENT COLLABORATION

Secure Digital Process & Direct Communication

Experience seamless document exchange paired with high-touch advisory. You communicate directly with a dedicated tax preparer who understands your broader financial context.

  • Secure client portal for document uploads

  • Direct communication with your tax professional

  • Clear fee information before preparation begins

DUAL-SERVICE ENGAGEMENT MODEL

Preparation That Fits Your Schedule

Choose the option that works best for you. Rise Tax Group serves clients nationwide through a convenient virtual tax preparation process and offers in-person tax preparation appointments at our Lakewood, Ohio office.

NATIONWIDE ENGAGEMENT

Virtual Tax Preparation

Complete your tax preparation from anywhere in the U.S. Upload documents through the secure client portal, communicate directly with your tax professional, and complete review and signature requirements electronically.

  • Secure client portal for document uploads

  • Direct communication with your tax professional

  • Electronic review and signature options

  • Convenient virtual service for clients nationwide

GREATER CLEVELAND REGION

In-Person Tax Appointments

Meet with your tax professional at our Lakewood, Ohio office. A $25 reservation fee is required and applied toward your tax preparation service when you attend.

  • Meet directly with your tax professional at our Lakewood, Ohio office

  • Bring tax documents for in-person review and preparation

  • Ask questions and provide clarification during your appointment

  • Flexible morning, evening, and weekend time slots

More Ways to Access Your Refund

Choose the refund option that works best for you. Eligible Rise Tax Group clients may have access to Refund Advance loans, printed checks, reloadable prepaid cards, and the option to pay eligible tax preparation fees from their refund.

Refund Options & Bank Product Disclosures

  • Refund Advance Loans: Get access to approved funds before your federal refund arrives. Refund Advance loans may be available during tax season to eligible applicants, subject to approval and program availability.

  • Printed Refund Checks: Prefer a check? Eligible clients can choose to receive their remaining refund funds by printed check through our participating bank product program.

  • Reloadable Prepaid Card: Receive your refund on a convenient prepaid card that can continue to be reloaded and used after your tax refund is received, subject to the card program’s terms.

  • Pay Fees From Your Refund: Eligible clients may choose a Refund Transfer that allows authorized tax preparation fees and applicable bank product fees to be deducted from the refund before the remaining balance is disbursed.

Disclosure Notice: Bank products are optional and offered through participating financial institutions. Eligibility, approval, availability, fees, terms, and funding times vary by product. Applying for a Refund Advance does not guarantee approval, a specific loan amount, or a specific funding date. Full product disclosures are provided before authorization.

RISE TAX GROUP

Ready To Start Your Tax Return?

Start your tax preparation process online or reserve an in-person appointment with a tax professional. Receive accuracy-focused preparation, clear communication, and compliance-conscious review based on your filing situation.

Tax Information Disclaimer: Information provided on this website is for general informational purposes and is not a substitute for advice based on your specific facts and circumstances. Tax treatment depends on applicable law, documentation, eligibility, and the information provided by the taxpayer.

Tax preparation and related services are provided by qualified tax professionals. Any IRS representation services, when offered, are subject to the preparer’s applicable authorization and representation rights.. Bank products, refund transfers, and disbursement options are subject to underwriting, identity verification, and third-party banking institution approval. Refund turnaround times and amounts are determined solely by the IRS and applicable state taxing authorities; Rise Consulting Solutions LLC makes no warranty or representation regarding specific refund totals.