INDIVIDUAL

INCOME TAX

CLIENTS

Use this planner to organize your personal income tax related information and bring it to your appointment with your tax professional.

TAX PLANNING 

FOR

INDIVIDUALS

This is a list of information your tax professional will need in order to maximize your tax-savings opportunities.

INVESTING

FOR

RETIREMENT

This resource is an introduction to key concepts you should know about when investing for retirement.

Use this tool to create a plan for paying of your debts once and for all.

Use this tool to see how quickly you can eliminate your mortgage with extra payments.

Use this tool to determine if Roth or Pre-Tax contributions are right for you.

Use this tool to calculate and analyze your monthly or annual budget.

Use this tool to calculate payments on an installment loan.

BUSINESS

TAX

CLIENTS

Use this planner to organize your business financials and bring to your next appointment with your tax professional.

BUSINESS

TAX PLANNING

CHECKLIST

This is a list of items your tax planning professional will need in order to maximize tax-savings opportunities for your business. 

RETIREMENT PLAN YEAR END TESTING CHECKLIST

This is a list of items your Third Party Administrator (TPA) will need in order to perform the annual compliance tests and to prepare your 5500 tax filing for your corporate retirement plan.

401(K) & CASH BALANCE PLAN FUNDING LIMITS

This one-pager lists the aggregate contribution limits for 401(k)/Cash Balance combo plans for the 2019 plan year.

CONTACT

US

SCHEDULING

Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please select a link below: 

CONTACT

9300 W 110th Street

Building 55 Ste 620

Overland Park, KS 66210

 

1308 NE Windsor Dr.

Lee's Summit, MO 64086

 

PH | 816.888.8850 

EMAIL | info@risebusconsultants.com 

 

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.

 

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Kansas, Missouri or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

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