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

Novo customers can book a free 45-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.

• Free 45-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

Free 45-minute personalized session for Novo customers. Ongoing tax and advisory packages available after the intro call.