Rise Tax Pro

The Tax Preparation Process at Rise Tax Pro: Simple, Transparent, and Stress-Free

At Rise Tax Pro, our goal is to make tax season as easy and worry-free as possible. We’ve designed a process that is simple, transparent, and focused on providing you with the highest level of care and attention. From securely submitting your documents to scheduling your tax preparation appointment, we’re here to guide you every step of the way.

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Step 1: Secure Document Submission

The first step in our process is gathering the necessary documents to prepare your tax return. Using our Secure Client Portal, you can easily and safely upload your tax documents, ensuring that your sensitive information remains protected. This portal also simplifies communication with your tax preparer and allows you to track your progress. For a complete checklist of required documents, refer to our What to Bring to Your Tax Appointment Guide, which will help you ensure a smooth and efficient tax preparation process.

Some key documents to submit include:

  • W-2 forms from employers

  • 1099 forms for contractors or self-employed income (such as 1099-NEC or 1099-MISC)

  • Receipts for deductible expenses like business costs, medical expenses, and charitable donations

  • Identification documents, including Social Security numbers for yourself and any dependents

Step 2: Virtual or In-Person Tax Preparation Appointment

Once your documents are submitted, we’ll schedule a virtual or in-person appointment to go over everything together. During this appointment, we review all your submitted documents, ensure accuracy, and identify all eligible deductions and credits. This step allows us to complete your tax return with precision and maximize your potential refund. At the end of the appointment, you’ll sign your completed tax return, confirming everything is correct before it’s filed with the IRS.

Step 3: Filing Your Return

After the tax preparation appointment, we electronically file your return with the IRS. You’ll receive confirmation through our Client Portal, where you can also track the status of your return and stay updated on any progress with your refund.

Step 4: Post-Filing Support

Even after your return is filed, our support continues. If you receive any follow-up notices from the IRS or have questions throughout the year, we’re here to help. Simply reach out through the Client Portal, and we’ll provide the guidance you need.

Why Choose Rise Tax Pro?

At Rise Tax Pro, we are committed to making your tax filing experience simple, transparent, and stress-free. From secure document submission to a personalized tax preparation appointment, we handle every step with care, so you can focus on what matters most.

  • Secure Document Submission: Upload your documents safely through our Client Portal.

  • Personalized Appointments: Meet with a tax professional to review your return, ensuring accuracy and maximizing your refund.

  • Ongoing Support: Our team is here to assist you throughout the year, even after your return is filed.

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Let Rise Tax Pro take the stress out of tax season with a simple, transparent, and efficient process designed just for you!

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You can count on us for professional, timely, and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.

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