Tax & Advisory

Tax

& Advisory

Reduce tax exposure, optimize your business structure, and keep more of what you earn. Members who work with us save an average of $10K annually.

Overpaying taxes?

Uncover missed deductions and entity savings that reduce your tax liability

S-corp or LLC?

Evaluate your entity structure with real numbers—S Corp vs. LLC tradeoffs and payroll costs

Income that fluctuates?

Build a quarterly tax system that smooths cash flow and eliminates surprise tax bills

Built for HoneyBook members,

Uprise supports thousands of established business owners with integrated tax and financial planning that helps them keep more of what they earn.

SPECIALIZED ADVICE

Personalized tax and financial guidance for your business

Ongoing tax services and financial guidance designed for small business owners with growing complexity. Members who continue with ongoing support save an average of $10k+ annually.

What this looks like:

Advice tailored to your business structure, income, and goals
Proactive tax planning, not just filing
Ongoing support as your business evolves
Coordinated financial and tax strategy

Keep your accountant. We play nice.

Is this right for you?

Designed for established business owners with financial complexity

This service is likely the right fit if you:

Want integrated business and personal financial guidance
Are considering or already operating as an S Corp or multi-member LLC
Have questions about entity structure, payroll, retirement accounts, or tax exposure

This service likely isn't the right fit if you:

Are just starting out or testing a side hustle
Are primarily looking for DIY tax software or one-off advice

How it works

Book your free call in 60 seconds

Choose a time and answer a few questions so we understand your business context.

Meet your financial advisor online

Have a focused discussion to assess your financial structure, risks, and needs.

Get clarity on next steps

If there’s a strong fit, we’ll outline recommended support and priorities.

Decide how to proceed

You can review our different tiers and decide whether ongoing advisory makes sense for your business.

Book your free call in 60 seconds

Choose a time and answer a few questions so we understand your business context.

Meet your financial advisor online

Have a focused discussion to assess your financial structure, risks, and needs.

Get clarity on next steps

If there’s a strong fit, we’ll outline recommended support and priorities.

Decide how to proceed

You can review our different tiers and decide whether ongoing advisory makes sense for your business.

Turn clarity into action

Choose from support options based on your structure and complexity.

Financial Concierge

$279

/month

billed annually ($349/month billed monthly)

For S Corps and business owners with complex needs.

What's included:

Business entity and personal tax filing
Quarterly tax estimates
Unlimited video calls and messaging with your advisor

S Corp election and setup guidance
Comprehensive personal and business financial plan

Financial Planning

$149

/month

For small and independent businesses.

What's included:

Unlimited messaging with your Certified Financial Planner™ small business specialist
Comprehensive business and personal financial planning
Quarterly reviews + 45-min calls as needed
Continuous financial monitoring

Tax Prep and Filing

$799

/year

For freelancers, contractors, and single-member LLCs.

What's included:

Individual federal and state tax filing, including Schedule C
45-min video call with a CPA/tax professional
Quarterly tax estimates
Message support for tax prep and quarterly estimates
Add business entity returns or extra forms for a fee

See exactly what's included in each package and add-on pricing View pricing guide

How Financial Concierge compares

Feature

HoneyBook Financial Concierge

Traditional CPA + CFP

CPA Retainer

Subscription Advisors

Advisor Access

Unlimited CFP®/CPA

Limited, extra costs

Limited, slow to respond

Video Call Support

Billed per-meeting

Direct Messaging Support

Business + Personal Planning

Separate providers

Tax Filing Included

Yes (CPA only)

Yes (tax-only scope)

S-Corp Support

Billed separately

Sometimes

Monthly Cost

$279/mo (annual)

$500-1k+/mo

$250-600/mo

$200-400/mo

Annual Cost

$3,350/yr

$6k-12k+/yr

$3k-7k/yr

$2k-5k/yr

Pricing Analysis

Predictable, transparent

Higher, surprise add-ons

Lower-limited value

Best For

S-Corp owners who want all-in-one support

Working with multi-vendors

Only focused on compliance

Low-budget, basic needs

Compare with

HoneyBook Financial Concierge

Traditional CPA + CFP

Advisor Access

Unlimited CFP®/CPA

Advisor Access

Limited, extra costs

Video Call Support

Billed per-meeting

Direct Messaging Support

Business + Personal Planning

Separate providers

Tax Filing Included

Yes (CPA only)

S-Corp Support

Billed separately

Monthly Cost

$279/mo (annual)

Monthly Cost

$500-1k+/mo

Annual Cost

$3,350/yr

Annual Cost

$6k-12k+/yr

Pricing Analysis

Predictable, transparent

Pricing Analysis

Higher, surprise add-ons

Best For

S-Corp owners who want all-in-one support

Best For

Working with multi-vendors

All-in-one tax and financial support at roughly half the cost of traditional CPA + CFP setups.

Results from

HoneyBook members like you

Frequently asked questions

Why is HoneyBook partnering with Uprise?

This partnership was created to bring modern, tailored tax and financial planning to small business owners. Your Uprise advisors are US-based small business experts and Certified Financial Planners™, the highest qualification in financial planning. They’re backed by advanced AI and a comprehensive database of financial rules and products designed specifically for small business needs.

What can I expect from my financial advisor?

You’ll start with a brief introductory call to talk through your business and personal finances and determine whether HoneyBook Tax & Advisory is a good fit.

After that, you can choose the level of ongoing support that matches your needs:

• Financial Concierge: Comprehensive, ongoing support from both a financial advisor and tax professional, including coordinated planning, S corp election and setup guidance, and business tax filing.

• Financial Planning: Work with a Certified Financial Planner™ for ongoing guidance, unlimited messaging and calls, a personalized plan, and a dashboard to track progress.

• Tax Prep and Filing: Partner with a dedicated tax professional who handles your individual tax filing and quarterly estimates.

All tiers include dashboard access to track your progress and message your team anytime.

Do you serve people outside the US?

At the moment, our services are available only within the U.S.

How are you able to make this so affordable?

We keep costs lower by combining the expertise of Certified Financial Planners™ and tax professionals with advanced AI and a detailed database of financial rules and products.

Who is this for?

Our services are best suited for established small business owners who generate $100k or more in annual income from their business and other sources, and who want ongoing tax and financial guidance—regardless of employee count or incorporation status.

How does the money-back guarantee work?

It’s really simple. If you’re not happy with what you get from us, you can get a full refund by emailing us within 30 days at: hello@honeybook.uprise.us

Ready to discover how much you could save?

Move beyond DIY tax prep. See if ongoing tax and financial advisory is right for your business.

Ready to see how much you could save?

Move beyond DIY tax prep. See if ongoing tax and financial advisory is right for your business.

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