Review Our Tax Filing Guide _ Get All The Information You Need Before Filing Your Taxes

Everything You Need to Know Before Filing – Get Prepared, Stay Informed, and File with Confidence!

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Step-By-Step What Happens When You File Your Taxes With Rise Tax Pros

Welcome to Rise Tax Pros – Your Trusted Tax Experts

We are so happy you’ve chosen Rise Tax Pros to handle your tax filing! Our team is committed to making the process simple, stress-free, and transparent, ensuring that you feel confident knowing your taxes are in expert hands. Whether you're filing personal or business taxes, we strive to provide you with maximum benefits, full compliance, and top-tier support at every step.

Why Choose Rise Tax Pros?

At Rise Tax Pros, we do more than just file your taxes—we take a business-minded, client-focused approach to tax preparation. Our goal is to help you understand your tax situation, make informed financial decisions, and keep more of your hard-earned money.

We prioritize 100% transparency, so you’ll never have to worry about hidden fees or surprises. Our process is also fully virtual and convenient, allowing you to file your taxes from anywhere while receiving the same high level of accuracy and professionalism as an in-person service.

Additionally, we offer strategic tax planning to help you maximize deductions and minimize liabilities. Whether you're an individual taxpayer or a business owner, our expert support team is well-versed in handling a wide range of tax situations to ensure your unique needs are met.

How to File Your Taxes with Us

We have designed a straightforward, step-by-step process to make filing your taxes as easy and hassle-free as possible. Below is a breakdown of what you can expect.

Step 1: Complete the Intake Form and Sign Your Engagement Letter

The first step in filing with us is completing the Intake Form, which includes signing the Engagement Letter. This form gathers important details about your income, deductions, and any unique tax situations while also serving as an agreement for our services.

Once you submit your intake form, you are officially a Rise Tax Pro client, and we will begin processing your tax return.

📑 [Complete Your Intake Form & Sign Engagement Letter Here] (Insert Link)

Step 2: Welcome Call and Initial Review

After receiving your intake form, we will schedule a Welcome Call to discuss your tax situation in more detail. This call allows us to:

  • Review your financial information and ensure we have all necessary documents.

  • Identify available deductions, credits, and tax-saving strategies.

  • Answer any initial questions and provide a clear roadmap for the next steps.

If you’re unsure what documents and information you need to prepare, please refer to our Tax Return Organizer before the call.

📑 [View Tax Return Organizer] (Insert Link)

Step 3: Tax Preparation

Once the welcome call is complete, our team will begin preparing your tax return. During this process, we:

  • Verify all income statements, deductions, and credits to ensure accuracy.

  • Apply every eligible deduction and credit to maximize your refund.

  • Triple-check all details to ensure compliance with IRS and state tax regulations.

Step 4: Review and E-Filing

Before submitting your return, we will send it to you for review and approval. At this stage, you will have the opportunity to:

  • Review all details for accuracy.

  • Request any necessary changes or ask questions.

  • Sign off on your return to approve electronic filing (e-filing).

Once you approve your return, we will securely file it with the IRS and any applicable state tax agencies.

Step 5: IRS Confirmation and Next Steps

After your return is successfully filed, you will receive:

  • Official confirmation from the IRS and/or state agency verifying that your return has been accepted.

  • A secure digital copy of your tax return for your records.

  • Any necessary follow-up instructions if additional information is required by the IRS.

Step 6: Refund Processing and Payment Instructions

Once the IRS has accepted your return, the next step depends on whether you are expecting a refund or if you owe taxes.

  • If you are expecting a refund, you can track its status using the IRS "Where’s My Refund" tool.

  • If you owe taxes, we will provide clear payment instructions to ensure you avoid penalties.

Estimated Refund Processing Times:

  • E-filed federal refunds – Typically processed in 10-21 days.

  • State refunds – Vary by state but generally take 2-6 weeks.

  • Paper-filed returns – May take 6-8 weeks.

If your refund is delayed beyond the expected timeframe, our team is available to assist in tracking it.

Step 7: Leave a Review and Redeem Promotions

Your experience matters to us! After your tax return is completed, we encourage you to leave a review so we can continue improving our services. Your feedback also helps others make informed decisions about choosing a tax professional they can trust.

Additionally, if you qualified for any special promotions when signing up, we will send you the details on how to redeem them. Keep an eye on your inbox for further instructions.

Need Help? We’re Here for You Year-Round!

Even after tax season, we are here to provide ongoing support. Please contact us if:

  • You receive an IRS or state tax notice and need guidance.

  • Your refund is delayed, and you need help tracking it.

  • You need additional copies of your tax return for loan applications or personal records.

  • You want to schedule a tax planning consultation to prepare for next year.

Thank You for Choosing Rise Tax Pros!

At Rise Tax Pros, we are dedicated to making tax filing easy, transparent, and stress-free. Whether you are a first-time filer or a seasoned business owner, our goal is to help you maximize your refund and minimize your stress.

📍 Corporate Office: Houston, TX
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Email: hello@risetaxpros.com
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Phone: 713-927-3228

We’re excited to have you on board—let’s make this your best tax season yet!

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