accounting firm for financial advisors

WE’RE A high touch accounting firm for financial advisors, Rias and their clients

Riverside Group is an accounting and CPA firm designed specifically to address the needs of financial advisors, registered investment advisor firms and their clients. We know the financial services business inside out and can help your firm reach the next level. We provide high touch service to your firm and your clients for all your accounting needs.

Accounting & tax services for you and your clients.

RIA Tax & Accounting

Client Tax & Accounting

Strategic tax advisory

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proactive tax advice for you and your clients

  • Riverside Group’s process is designed to deliver you and your clients proactive tax and accounting advice, not reactive. Through our team of CPAs, bookkeepers, and account managers, our goal is to make sure you know about tax law changes before they happen and are planning ahead for the future.

  • Not only does Riverside Group file and prepare your tax return, we also focus heavily on tax planning, strategy and advisory that aligns with your long term future goals.

    Our first meeting with you or your clients will center around your goals and how we can help you accomplish your objectives over time, not just filing your tax return.

  • Amidst an ever changing tax landscape, Riverside Group helps you gain an edge over the competition by staying one step ahead of advisors not offering seamless tax accounting services to their clients. We always want to act as a partner for you, not an adversary within your client relationships.

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What we help with

RIA Accounting & Tax Services

  • Monthly accounting

  • Bookkeeping

  • Financial statement compilation

  • Business taxes for all entity types

  • Partner & employee taxes

  • Strategic tax advisory

  • Presentations for your individual clients & business owner clients

Client Accounting & Taxes

  • Individual & HNW taxes

  • Rental properties

  • K-1’s

  • Partnerships, S-corps, C-corps

  • All business tax items including monthly accounting, bookkeeping, tax return preparation, etc.

  • Ongoing strategic tax advisory

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true partnership

not adversarial

accountants that enhance your brand.

Nothing is worse than a CPA or accountant with a big ego, trying to look like the smartest person in the room. At Riverside Group, we know you worked hard to build the relationship you have with your clients and the last thing we want to do is create friction within those relationships.

Before we host a tax strategy call, we first talk with you to gain a better understanding of your practice, how you prefer to work with clients, and how we can best assist you in delivering high quality advice across the financial planning process.

We will help you spot potential issues with client tax returns, identify future tax savings strategies, and deliver in-depth tax plans to clients that meet their financial goals.

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Riverside Group never charges hourly rates, all our fees are quoted upfront, on a project basis. This ensures your firm and your clients have predictability in our pricing model with no surprises in billing.

Client returns

  • Flat rate upfront fee

  • 1-year engagement

  • Two service tiers: compliance only or compliance & advisory

  • Option to pay client’s bill

  • Starting at $850 for a basic compliance only return or $2,500 for compliance and advisory

RIA business taxes & accounting

  • Flat rate based on complexity

  • 1-year contract

  • Packages for startups all the way to enterprise RIAs with offices nationwide

  • Starting at $350/month for full service accounting package

Transparent, upfront pricing

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SCHEDULE A consultation

Learn more about Riverside Group’s tax and accounting solutions for financial advisors, RIAs and your clients. Receive a customized quote for our services today.

Proactive Advice

business & Personal Tax

the riverside difference

Our team of CPAs, accountants, bookkeepers, and account representatives can handle all aspects of your business and personal tax needs alongside filing and preparing returns for your clients.

reduce operating expenses

M&A ready books

high touch service

support for your clients

chicago

150 N. Riverside Plaza
Suite 1950
Chicago, IL 60606

houston

1700 City Plaza Drive
Suite 440
Spring, TX 77389