Uprise

Uprise

20% Off services & book your free 30-minute 1:1 session for tax and financial planning

About Uprise

Uprise helps business owners stay on top of both business and personal finances with integrated tax services and personalized financial guidance.

Novo customers receive a 20% discount and can book a free 30-minute session with a Certified Financial Planner™ to get help with tax filing, S Corp elections, retirement planning, cash flow strategy, and more.

This exclusive offer is available for a limited time — spots are limited.

Uprise features

  • 20% Off Special Pricing
  • Free 30-minute 1:1 session with a CFP®
  • Designed for self-employed professionals and small business owners
  • Integrated tax support: business & personal filing, S Corp elections, quarterly estimated taxes
  • Help choosing between an LLC and S Corp
  • Retirement account setup: Solo 401ks, SEP IRAs, and more
  • Support managing irregular income and cash flow
  • Advice that covers both business and personal finances

Uprise pricing

20% Off Special Pricing

Free 30-minute personalized session for Novo customers. Ongoing tax and advisory packages available after the intro call.

Uprise screenshots