High-touch cpa for your clients
Riverside Group supports your clients with tax preparation, accounting, and tax strategy advice across a variety of tax return types.
tax preparation for your clients
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Riverside Group supports your clients with high quality tax preparation services covering a wide array of tax return forms.
We can file and prepare your clients’ annual 1040 return alongside providing them detailed tax planning and strategy advice.
Our starting price for basic tax return preparation is $850. We also offer an advanced planning and strategy service for clients who have more complex returns starting at $2,500 per year.
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Our firm has extensive experience providing detailed tax services to high net worth individuals and families. For families with additional complexity, we provide detailed tax strategy and ongoing planning advice alongside annual compliance.
Our firm regularly provides tax advice to families and individuals with a net worth in excess of $50 million and can provide them specialized service that matches their expectations.
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Riverside Group supports your clients with high quality tax preparation services for their businesses. We have extensive expertise supporting medical practices, service providers, manufacturers, staffing companies, financial services providers, law firms, and a variety of other industries.
We can file and prepare your clients’ annual 1120 return alongside providing them detailed tax planning and strategy advice.
Pricing for business taxes is customized to the level of service your client needs and types of services they require. We can provide bookkeeping, monthly accounting, and outsourced CFO services alongside business tax preparation services.
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Are your tax obligations a cost center or a strategic advantage? At Riverside Group, our tax advisory services turn compliance into opportunity—minimizing liability, improving cash flow, and aligning tax strategy with your business objectives.
What we deliver
Comprehensive tax planning: Proactive, year-round strategies for federal, state, and local taxes designed to reduce effective tax rate and preserve cash.
Entity and transaction structuring: Analysis and recommendations for entity selection, mergers and acquisitions, reorganizations, and financing to optimize tax outcomes.
Credits and incentives optimization: Identification and documentation of available federal, state, and local credits and incentives, including R&D, energy, investment, and employment-based programs.
International tax support: Cross-border structuring, transfer pricing guidance, treaty analysis, and repatriation planning to control global tax exposure.
Controversy and compliance management: Audit defense, controversy resolution, voluntary disclosure, and streamlined filing support to protect your balance sheet and reputation.
Tax technology and process improvement: Automation, reporting enhancements, and workflow redesign to reduce errors, accelerate close, and improve decision-making.
Why Riverside Group
Practical expertise: Senior advisors with deep experience across industries and tax authorities translate complex rules into clear, actionable plans.
Measurable results: We target tangible outcomes—
how we can help
Individual tax prepartion
Our CPA firm specializes in individual tax preparation your retail clients. We support all types of tax return documents including taxes for rental properties, K-1’s, consultants, single member LLCs, and a variety of other common tax documents.
We offer two pricing tiers depending on whether your clients need simple tax preparation or detailed ongoing tax strategy.
high net worth tax preparation
We have extensive experience providing high net worth individuals and families detailed tax planning and annual compliance advice, taking into account their increased level of complexity and needs. We offer discounted pricing for households with multiple family members. Riverside Group also has expertise advising UHNW families on tax implications of collectibles, aviation, and multiple other specialties unique to your clients with a substantial net worth.
Business taxes
Riverside Group prepares numerous business tax returns for a variety of industries including manufacturing, medical practices, law firms, restaurants, and other service industries.
We can support payroll, bookkeeping, monthly accounting services, and annual business tax preparation for nearly all types of businesses your clients may own.
Offering integrated accounting services to your clients is no longer optional in today’s commoditized investment world. Clients are looking for accounting and tax services alongside your investment management and financial planning expertise. Riverside Group enables you and your firm to offer high quality CPA and accounting services to your clients at a reasonable price point.
Riverside Group is also committed to never competing for your wealth management business. We will never own an RIA or try and cross-sell your clients investment products, wealth management, or financial planning services. Our commitment to you as the financial advisor, is unique in the current CPA industry, full of firms who don’t respect the years-long relationship you’ve built with your clients.
riverside group helps you stay competitive and win business.
the riverside difference
Our tax and accounting professionals have received advanced degrees in accounting and finance and everyone signing your return at our firm is a Certified Public Accountant (CPA) and Masters in Tax or Accountancy.
high quality advice
While many CPA firms fail to provide basic service to clients like answering phone calls or responding to emails in a timely fashion, Riverside Group is dedicated to providing your firm and your clients with the highest degree of customer support, even during busy season.
Best-in-class service
Not only can Riverside Group assist with tax compliance, but we focus heavily on providing you year round tax strategy and planning advice. Our tax advisory engagements include both tax preparation, unlimited year-round support, and an annual advisory meeting for you and your clients.
year-round advice
client tax Prep & advisory
Riverside Group offers your clients discounted tax preparation and advisory services. We operate as an extension of your team, providing seamless, coordinated tax advice alongside you and your advisors.
tax preparation
Starting at $850/client
Designed for your clients who simply need basic tax preparation and support. Includes most W-2 and 1099 income.
tax Prep & advisory
Starting at $2,500/client
Advanced support for clients with more complexity. Includes annual tax strategy meeting, customized tax plan, unlimited meetings with our CPA team, and dedicated client service.
Team based tax advice for your clients
Deliver a family office experience to your clients at a fraction of the cost
You or your RIA firm can pay for your client’s tax preparation fee
Dedicated service and support that matches your clients’ expectations
The Riverside Difference
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
Proactive Advice
business & Personal Tax
high touch service
support for your clients
Scalable CPA solution
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.