5.0
Average rating
33
Client Reviews
$1,150 to $29,500
Annual Fixed Fee
What Our Clients Say
5.0
33 Client Reviews
Katlyn Segrin
March 7, 2025
Current client since 2023
5.0
Reason for working with Rivet
My taxes had gotten to the point where they were too complex for me to feel confident in handling them alone, so I started looking for a team to take over. I was looking for a tech-savvy team that could handle my business and personal tax preparation.
Experience working with Rivet
My experience with Rivet was excellent! Their onboarding process was clear and easy to follow, and their work output was top tier. Plus, this was the least stressed I've ever been during tax season. It was the best decision to hire Rivet and let the pros handle my tax prep!
Communication
Subject-matter knowledge
Overall satisfaction
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Sam Sklar
March 7, 2025
Current client since 2022
5.0
Reason for working with Rivet
Nick and Kyle are past colleagues of mine. I knew that they take their work seriously and do it well.
Experience working with Rivet
When it comes to my taxes, I want to think about it as little as possible while having the confidence it will be done right. Rivet made it idiot proof for me, answered every question, and took care of all of the details.
Communication
Subject-matter knowledge
Overall satisfaction
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client is a business owner or executive, located anywhere in the world, who values a long-term, collaborative relationship with their tax advisor for both their corporate & personal tax prep. They prioritize strategic tax planning and appreciate personalized service tailored to their unique circumstances. They are seeking a trusted partner to navigate the complexities of tax law and are committed to proactive communication and a proactive approach to tax management.
Clients who wouldNOTbe a good fit
Clients who are primarily focused on short-term, one-off engagements, such as single-year tax filings, and prioritize price above all else, may not be the best fit for our firm. Our approach emphasizes building long-term relationships and providing comprehensive, proactive tax planning and advisory services.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Services Offered
Service Pricing
Annual Fixed Fee
$1,150 to $29,500
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Rivet's Tech Stack
About Rivet
Founded by a former IRS auditor & a former Ramp growth exec, Rivet supports 500+ of the fastest-moving organizations in the country through corporate and personal income tax prep engagements. Our entire tax team is ex-KPMG, PwC, and Deloitte, supported by our proprietary Rivet platform that makes collecting documents and tracking your income tax return progress as straightforward as buying a calculator on Amazon.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
