transparent, upfront pricing
Riverside Group does not charge hourly rates, only project based, upfront pricing to deliver you and your clients predictability throughout the year.
Client tax preparation
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individuals: tax prep
Designed for your clients with basic tax documents such as 1099s and W-2’s, our basic tax preparation service may be the right fit.
Our team of CPAs will prep and file your clients’ tax returns and provide web based support for their annual filing.
Pricing starts at $850/return.
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individuals: advanced strategy
Designed for your clients with basic tax documents such as 1099s and W-2’s and more advanced documents such as K-1’s, rental properties, and other scheduled expenses, our advanced strategy offering combines annual compliance with ongoing advisory, planning and year-round tax advice.
Pricing starts at $2,500/return.
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businesses
Designed for your clients who are business owners, our business tax preparation services include compliance, monthly accounting, bookkeeping, and outsourced CFO services.
Request a custom quote.
pricing: ria tax & accounting
Designed for start-up firms.
Annual firm revenue: under $300,000
Includes annual business tax preparation
Includes monthly accounting services
Unlimited CPA support
essentials
Starting at $350/month
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
platinum
Starting at $750/month
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
Enterprise
Starting at $3,000/month
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
national accounts
request custom quote
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
Tax return capacity - 250 clients
Total compensation & benefits - $600,000
Other overhead - $75,000
Total expenses - $675,000 (~$2,700/client)
VS.
Riverside group
Tax return capacity - unlimited
Tax return only - $850/client
Tax return + advisory - $2,500/client
Estimated expense for 250 clients - $312,500
Outsourcing to riverside group
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.