Tax preparation for individuals
Our team of CPAs and accountants can support all types of individual tax return forms. We combine annual compliance requirements alongside detailed annual tax planning and strategy services, designed to provide clients with proactive tax advice throughout the year that extends past their annual deadline requirements.
accounting & tax services for individuals
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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
form 1040
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.
Rental Properties
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.
schedule k-1
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
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
tax prep & advisory fees
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 expectations
The Riverside Difference
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.