Welcome to Rise Financial Planning & Tax Recovery
Recover Federal Taxes You’ve Already Paid – Legally and Securely
Stop leaving money with the IRS. Our 100% legal paper-filing strategy helps you reclaim federal tax overpayments quickly and confidently. No upfront fees - just 20% of what we recover For You. Schedule a Free Consultation to see if you qualify!
Fortune-500 Experience for Individuals & Small Businesses
Why Choose Rise FP&A™
For over 25 years, Rise FP&A™ has been helping individuals and businesses master financial planning and strategic budgeting. Now, we’re bringing you a specialized tax overpayment recovery service designed to help you:
Legally Reclaim Withheld Federal Income Tax
Recover Past Overpayments (Up to 3 Years)
Avoid Complex Tax Loopholes and Jargon
Get Professional Support At Every Step
OUR PROCESS
TAX RECOVERY IN 5 EASY STEPS
Free (15 min) Consultation
We review your eligibility and explain the process.
Gather Your Documents
We guide you in collecting W-2s, 1099s, and other income records.
Paper Filing Submission
We prepare IRS Forms 1040 and 4852 with a cover letter for certified mail submission.4.
IRS Follow-Up
We handle correspondence and ensure your case is processed.
You Get Paid!
When funds are recovered, we retain 20% as our fee.
DO-IT-YOURSELF SUPPORT
Want to download our Free Tax Overpayment Recovery Guide & start the process yourself?
If you get stuck or need a review, we offer professional assistance to help you complete your filing with confidence.
HOW WE SERVE YOU
WHAT'S INCLUDED
Secure Document Handling (IRS-Compliant)
Expert Preparation of Forms & Letters
Ongoing Case Tracking & Updates
3-month Complimentary Access to Budget Habits™ Community for Financial Coaching
WHO WE SERVE
Keep More of What You Earn, Get Back What You're Owed
At RISE, we help overlooked taxpayers recover $10K to $1M+ in overpaid taxes each year — legally, ethically, and without stress. Whether you're a W-2 employee, small business owner, retiree, or 1099 contractor, our performance-based model means you don’t pay unless we recover your refund.
Individuals (W-2 or 1099) Income
If you’ve been paying taxes as an employee or contractor, odds are you’ve overpaid without knowing it. We’ll review your filings and recover funds most CPAs overlook — even from previous years.
High-Earning Retirees
Receiving retirement distributions (1099-R)? We help retirees recover excessive withholdings and maximize post-retirement income, no accounting headaches required.
Small Business Owners
If your business income flows through a Schedule K-1, you’re likely eligible for strategic refund recovery. We identify systemic overpayments and reclaim lost capital, fast.
Late Filers & Tax Extension Users
If you’re behind or stressed about extensions, we simplify the process and may still help you recover thousands. Credits and deductions don’t matter, our system bypasses traditional roadblocks.
START HERE - IT'S FREE
SEE IF YOU QUALIFY
TRUST & COMPLIANCE
Rise FP&A™ is a trademarked Business Trust with 25+ years of financial expertise
IRS-compliant data protection (Publication 4557 standards)
We are not tax attorneys or CPAs. This is a strategic consulting service for eligible taxpayers.
All filings are paper-based and submitted via certified mail for security and tracking.
Our Testimonials & Case Studies
Real Clients, Real Results
Anthony’s Multi-Year Federal & State Recovery
Before: Anthony, a small business owner filing with a Schedule K-1, had avoided filing due to large tax burdens in past years.
Action: Filed amendments for 2022 and 2023, targeting both state and federal overpayments.
Result:
California State Refund (2023): $21,158 (check)
California State Refund (2022): $835.11 (direct deposit)
Federal Refund (2023): Over $70,000 by check for 2024.
Anthony M.
Client
Sherrivonne’s 2022 Federal Refund
Before: Filed 2022 taxes in mid-2024. The IRS responded with multiple delays — including a 12C Notice, a verification letter, and even an unrelated “lock-in” warning.
Action: Persisted with certified mail responses, online verifications, and direct follow-ups.
Result: Received a $10,869 IRS refund check (including $640.14 in interest). The FICA portion is still in process.
Sherrivonne Brown
Founder & CEO
Call Expectations
On this call, we will:
Confirm if you qualify based on income and withholding history
Estimate your potential recovery range
Explain the exact IRS-compliant recovery process step by step
Map the fastest next steps if you qualify
What we will accomplish:
Clarity on eligibility
Clarity on timeline and documents
Clarity on how fees work, only after recovery
A decision with confidence, no pressure
Next steps after the call (if you qualify):
We request the minimum documents required
We begin the recovery process and keep you updated
You pay only after the recovery is issued
Contact Us
Disclaimer: Rise FP&A™ provides financial consulting and educational services only. We are not a CPA, law firm, or enrolled agent, and we do not provide legal or investment advice. All tax filings are self-submitted by clients; results may vary based on IRS or state review.