Well, not an actual baby — but a new addition to the family.
I’m excited to introduce Rise Tax.
Rise CPA & Accountants has always been about helping business owners get clear on their numbers. But over the years, one theme kept coming up: business owners didn’t just want accurate tax returns. They wanted to legally pay less.
We built Rise Tax for that exact reason.
I’m thrilled to introduce my partner in this venture — Weldon Hathaway, 16 years of tax experience and genuinely one of the best in the business at what he does.
Here’s the honest truth about tax preparation: filing a return is looking in the rearview mirror. Tax strategy is looking through the windshield. Without a proactive, intentional approach, planning gets pushed aside until it’s too late to make a real difference. Rise Tax exists to change that, helping high earners and business owners identify opportunities to reduce taxes, preserve wealth, and make smarter financial decisions all year long.
Our goal was never just to prepare returns. It’s to help clients build wealth by keeping more of what they earn.
The best tax strategy doesn’t happen in April. It happens all year. And the good news is that it’s not too late to start now.
So while Rise CPA will always be the firstborn, we’re proud to introduce its younger sibling.
And this one has a knack for saving people money.
Tax Planning vs. Tax Preparation — What’s the Difference?
Understanding the distinction between proactive tax planning and annual tax preparation is key to protecting your margins and keeping more of what you earn.
