accounting solutions for RIA firms
Riverside Group supports your Registered Investment Advisor (RIA) firm with customized accounting, bookkeeping, tax preparation and advisory services. We also can support your clients with their tax preparation and strategy needs.
accounting & tax services for RIAs
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Riverside Group’s business tax services help financial advisors navigate complex tax laws, minimize liabilities, and ensure compliance through expert planning, preparation, and filing. These services include corporate income tax returns, payroll and employment tax management, sales and use tax guidance, multi-state tax strategy, and tax credit and incentive identification. Firms offering business tax services also provide audit support, bookkeeping integration, and tax planning that aligns with business goals—helping to optimize cash flow, avoid penalties, and make informed decisions around entity structure, acquisitions, and expansions. Our skilled tax professionals keep clients up to date on regulatory changes and seasonal deadlines, enabling businesses to focus on growth with confidence in their tax posture.
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Our monthly accounting services provide consistent, accurate financial tracking and reporting to keep your business informed and compliant. Each month, transactions are recorded, bank and credit reconciliations are completed, and profit-and-loss and balance sheet statements are prepared to show performance and cash position. Routine tasks include accounts payable and receivable management, payroll processing, expense categorization, and sales tax preparation, reducing errors and improving cash flow visibility. Regular review meetings and actionable insights help identify trends, control costs, and support strategic decision-making while ensuring timely filing and adherence to accounting standards and regulatory requirements.
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Riverside’s bookkeeping services ensure your financial records are accurate, organized, and up to date by tracking income, expenses, payroll, invoicing, and bank reconciliations. Our professional bookkeepers categorize transactions, prepare regular financial statements, and maintain ledgers so business owners have a clear picture of cash flow and can make informed decisions. With timely, compliant recordkeeping, our bookkeeping services reduce the risk of errors, streamline tax preparation, and free up time for management to focus on growth. Riverside’s scalable bookkeeping solutions adapt to your business size and industry, providing the foundation for reliable financial reporting and strategic planning.
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Riverside Group can offer the partners at your firm detailed tax planning and personal tax preparation services. We provide you ongoing tax strategy advice throughout the year and annual compliance, filing your return as well.
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We help your clients with their taxes by offering personalized, end-to-end support that starts with a clear review of their financial situation and ends with accurate filing and year-round tax planning. Our experienced team prepares returns for individuals, families, and small businesses, identifies all eligible deductions and credits to minimize liabilities, and double-checks calculations and forms for IRS compliance. We handle complex issues like self-employment income, rental properties, investments, and state filings, and coordinate with your firm as needed. For added convenience, we provide secure document upload, electronic filing, and timely communication throughout.
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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
business taxes
Our CPA firm specializes in business tax preparation for Registered Investment Advisors. We can help your firm stay compliant while also planning ahead for the future. Whether your firm is structure as an LLC, corporation or partnership, we can provide you high quality annual tax compliance.
monthly accounting
Because of our expertise working with other financial advisors and RIA firms, we know how to prepare and review your books in an understandable way that produces actionable insights into how your business is performing. We also can assist in making sure your books are future proof and ready for M&A or raising capital.
client taxes
Alongside providing your RIA firm with business tax and monthly accounting services, we also serve as an outsourced CFO for your clients. We can seamlessly file and prepare your clients’ tax returns so you are able to deliver a family office experience for a fraction of the cost.
the riverside difference
high quality advice
Best-in-class service
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.
year-round advice
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.
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.
pricing: ria tax & accounting
essentials
Designed for start-up firms.
Annual firm revenue: under $300,000
Includes annual business tax preparation
Includes monthly accounting services
Unlimited CPA support
Starting at $350/month
Enterprise
Designed for firms with revenues over $5 million
Includes annual business tax preparation
Includes monthly accounting services
Unlimited CPA support
Dedicated client support
Includes up to 6 employee/partner returns
Starting at $3,000/month
platinum
Advanced support for growing firms
Includes annual business tax preparation
Includes monthly accounting services
Unlimited CPA support
Dedicated client support
Includes up to 2 employee/partner returns
Starting at $750/month
national accounts
Solution for firms with offices in multiple states and greater complexity
Includes annual business tax preparation
Includes monthly accounting services
Unlimited CPA support
Dedicated client support
Includes all employee/partner returns
request custom quote
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
tax Prep & advisory
Starting at $2,500/client
The Riverside Difference
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
Designed for your clients who simply need basic tax preparation and support. Includes most W-2 and 1099 income.
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.
Compare the costs
Because of the increased demand for tax and accounting advice, finding high quality CPAs and accountants is more difficult than ever before. Building your own in-house team is possible, but the costs are rising exponentially. Riverside Group helps you scale your accounting and client tax services need while keeping your costs low. We have access to top-tier talent and pay our staff above market wages to attract and retain the best team members. You and your clients will benefit from our hand selected team of accountants and CPAs for a fraction of the cost of replicating the same team in-house.
In-House Team
Outsourcing to riverside group
VS.
Tax return capacity - 250 clients
Total compensation & benefits - $600,000
Other overhead - $75,000
Total expenses - $675,000 (~$2,700/client)
Riverside group
Tax return capacity - unlimited
Tax return only - $850/client
Tax return + advisory - $2,500/client
Estimated expense for 250 clients - $312,500
Estimated annual savings of $362,000 (250 clients)
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
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.