What We Stand For
At Rise Financial Boutique, we believe in empowering our clients with financial confidence and clarity. Our mission is to provide comprehensive, expert-driven financial solutions tailored to each client’s unique needs.
Whether you’re navigating personal, small business, or corporate tax matters, we’re here to simplify the process, maximize savings, and help you achieve financial goals with ease. Offering both virtual and in-person appointments, our team is committed to accessibility, transparency, and personalized support every step of the way.
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Comprehensive Audit Protection Services to safeguard your peace of mind. Our team provides expert support and representation, ensuring you're fully prepared and protected in case of an audit, so you can focus on what matters most
Audit Protection
Professional Bookkeeping Services designed to keep your finances organized and your business on track. From expense tracking to financial reporting, we provide accurate and timely solutions to help you make informed decisions with confidence.
Bookkeeping Services
Reliable Business Formation & Filing Services to help you launch your business with ease. From selecting the right entity to managing state filings, we streamline the setup process, ensuring compliance and positioning you for long-term success.
Business Formation & Filing Services
Strategic Tax Planning Services to help you optimize your tax liability and achieve financial goals. Our experts work with you year-round to identify opportunities, maximize savings, and ensure a clear, proactive approach to your tax strategy.
Tax Planning
Expert Tax Preparation Services tailored for Corporate, Small Business, Self-Employed, and Personal taxes. Our team offers personalized guidance to help you maximize deductions, ensure compliance, and make tax season stress-free. Whether you're managing a business or filing individually, we deliver reliable, accurate, and efficient tax solutions to meet your unique needs.
Tax Preparation
Effective Tax Resolution Services to help you tackle tax debt and compliance issues. Our experts work diligently to negotiate with the IRS on your behalf, providing solutions to resolve disputes, reduce liabilities, and get you back on track financially.
Tax Resolution
Our Services
We're here to help you control your financial health.
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What makes Rise Financial Boutique different from other financial service providers?At Rise Financial Boutique, we pride ourselves on offering not just financial services but a holistic experience tailored to each client. We don't just complete your taxes or bookkeeping; we educate you along the way, so you're empowered to make informed financial decisions. Our goal is to provide a strategic, personalized approach that helps clients not only stay compliant but also maximize their financial health.
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Do you offer support beyond tax season?Absolutely. Tax season may be the busiest time, but we're here year-round. We provide ongoing support through tax planning, audit assistance, and bookkeeping services, helping clients manage their finances effectively throughout the year. We're invested in your long-term success, not just in completing an annual return.
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How does the intake process work?The process starts with a brief 5-10 minute interview to assess your needs and determine the best way we can help. After that, you'll receive an intake form that gathers key information. Once completed, you'll get access to our client portal, where you can securely upload documents and keep track of everything. We're here to make it as smooth as possible.
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Do you handle business taxes as well?Yes! We handle a variety of business structures, including LLCs, S Corporations, C Corporations, and sole proprietorships. Our services are designed to support business owners, whether they're self-employed freelancers or managing a team. We help with everything from bookkeeping to filing business returns, and we offer year-round tax planning to ensure you're well-prepared for tax season.
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Can I learn to do my own taxes with your help?Yes, we offer a self-paced course designed for clients who want to understand tax preparation in-depth. This course provides you with the skills to file your taxes confidently, along with DIY software. It's perfect for those who want to take control of their finances and become more tax-savvy.
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What should I expect from a virtual appointment?Our virtual appointments are as comprehensive as in-person meetings. Through secure video or phone calls, we can review your financial documents, discuss your tax situation, and go over any questions you have. We make sure every detail is covered, so you feel confident in the process, no matter where you're located.
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Do you offer payment plans or options?Yes, we understand that some clients may need flexibility. We offer various payment methods and, in certain cases, installment plans to make our services accessible. We'll discuss payment options with you during your appointment.
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What's included in your tax preparation and planning services?Our tax preparation services cover everything from individual to corporate filings. For planning, we take a proactive approach, identifying potential deductions, credits, and strategies that can benefit you over the long term. We look at your unique situation and help plan accordingly, whether it's tax deferral, retirement contributions, or minimizing liabilities
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How do you ensure client security and confidentiality?Security is our top priority. Our client portal is encrypted, ensuring all documents and communications are private and secure. We follow strict confidentiality protocols, so you can feel confident your information is in safe hands.
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I've heard about your referral program. Can you tell me more?Of course! Our referral program rewards clients who introduce new people to our services. When you refer someone who becomes a client, you're eligible for benefits like service discounts or referral bonuses. It's our way of saying thank you for trusting us and helping us grow.
Client Testimonials
Shana at Rise Financial Boutique truly goes above and beyond for her clients. I booked an Insight Hour with her, and it completely changed the way I approach my finances. She gave me actionable steps to save more, reduce my debt, and structure my small business to maximize profits. Her advice is practical, personalized, and easy to implement. I left our session feeling empowered and ready to conquer my financial goals!his is your Testimonial quote. Give your customers the stage to tell the world how great you are!
Angela M.
This is your Testimonial quote. Give your custI’ve been working with Shana and Rise Financial Boutique for three years now, and I can’t recommend her enough! She made filing my taxes so simple and stress-free. Shana takes the time to explain everything, ensuring I understand my return and feel confident about the process. Thanks to her guidance, I’ve maximized my refunds and even improved my financial habits throughout the year. I trust her expertise completely!omers the stage to tell the world how great you are!
Melissa H.
I had been putting off filing my taxes because of some mistakes from previous years, but Shana stepped in and made the process so smooth. She not only helped me resolve the issues with the IRS but also prepared an amended return that got me back on track. Her professionalism, patience, and knowledge are unmatched. I’m beyond grateful for her help and can’t imagine working with anyone else!
Trina R.