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Rivet
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
📍 Works with clients across the U.S.
Rivet | Individual Tax Preparation, Tax Resolution & IRS Representation, Tax Planning & Strategy
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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!", "author": "Katlyn Segrin", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "Sam Sklar", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I could not have asked for a better experience using Rivet over the last two years. Nick, Kyle, and the rest of the team are exceptional, incredibly thorough, and worth every penny. We got to the point where we really felt most comfortable trusting our tax returns with a team of experts and the folks at Rivet made the entire process smooth and easy. They’re very responsive and really wonderful to work with. Cannot recommend them enough! ", "author": "Grant Pécheck", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "My experience with Rivet so far has been incredible, both on the personal and corporate levels. Beyond being an extremely knowledgable and streamlined team, I'm impressed with seeing Rivet evolve in real time and offer new tools that make a typically cumbersome process feel like a pizza tracker for taxes. Enter your info, filing on the way, filed. ", "author": "Torin Herndon", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet expertly handled our personal taxes. Kyle Christenson and his team provided exceptional guidance, maintained impressive responsiveness, and made the process very simple for me to navigate despite some very complex nuances in our filings. Their tech is making the filing this year even easier to contribute to and track. Very happy with their service, relying on their help again in 2025 and plan to do so moving forward. ", "author": "Jacob Wallenberg", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I get way to many K-1's every year and they become a major hassle to deal with. Rivet's platform made it super simple to drop in docs, ask for advice year-round, and get my taxed filed (while keeping my life in order!) Kyle and the team he's built are exactly what my personal finances needed.", "author": "Daniel Foltz", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet goes the extra mile. We onboarded with them to handle a complex tax situation after our previous preparer fumbled the easy stuff. Rivet onboarded within days, untied a gordian knot that seemingly would have cost others thousands to do, and did it all with a smile. Nick and Kyle go above and beyond, even handling tax for my family as a courtesy while dealing with our main tax matter. They handled us through an m&a and were beloved by both sides for their preparation, professionalism, and depth of knowledge across the tax value chain.", "author": "Bill Io", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet's been seamless. Especially with their updated dashboard - which makes it very easy to work with and understand what's left on my end. Now, I can just go in and drop in the docs I have, and I'm all set. Highly recommend Rivet for anyone looking for a modern tax firm that still prioritizes human-human conversations.", "author": "Yash Godiwala", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "The Rivet team is incredibly reliable, thorough, and exceptionally strategic looking ahead when it comes to tax planning. Couldn't recommend a better team", "author": "Lucy Wilmot", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Taxes? Fun? Yep. There. I said it. In the past, I hated doing my taxes - my prep guy was elusive, expensive, and in a rush. Switch to Rivet: Nick answered all my questions about the family Trust with ease and confidence. He then handed my files to Luis, who handled all the K-1's, taxes, prep, and delivery. The coolest part was the video he made for me going over every section of my complicated return! I'm hooked. Rivet is awesome.", "author": "Jenna DeAngeles", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Nick is available over text, at all times. Issues get resolved within minutes. I know the guidance I get is reliable. ", "author": "User", "reviewRating": { "@type": "Rating", "ratingValue": "4.2" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Nick and his team are phenomenal. Always available and super helpful. I highly recommend.", "author": "LIZ LIZ", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Nick, Kyle and the Rivet team have been amazing to work with. They’re super responsive to all of my needs and their team has helped me save thousands!", "author": "Zak Kukoff", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great experience so far. Love working with them. They're always on top of things and make sure you get the forms you need in", "author": "Mitchell Troyanovsky", "reviewRating": { "@type": "Rating", "ratingValue": "4.8" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet has been handling our individual taxes since 2024, and the experience has been seamless. Uploading documents to the dashboard is incredibly easy, and Nick and the team have been responsive and thorough in answering all our questions. They made the entire process simple and stress-free for my partner and me.", "author": "Zeyao L.", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "It’s been a great experience so far. Very on the ball", "author": "Blake Lieberman", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Nick, Kyle, and team both deeply understand startups and tax which is a rare combo in this space. Because they understand both domains, they can give highly contextualized advice that you wouldn't get from a typical tax firm or CPA. Responsiveness is next level. They over-communicate. Make sure we don't miss deadlines. Are super responsive via text / Slack if we need anything. They get the job done. And they'll be pro-active about stuff you're not thinking about but should. ", "author": "Andrew Rea", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Hugely appreciate the entire Rivet team! They've making my tax process for both business and personal accounts a far less stressful yearly exercise -- allowing me to focus on growing my business. ", "author": "Adi jon com Adi jon com", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I wanted a tax firm that could handle things quickly, accurately, and with zero hassle, and Rivet delivered on all fronts. Their speed and responsiveness set them apart—no one comes close. If you need a team that moves fast and gets it right the first time, this is the one.", "author": "Diego Zaks", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "In one word, Wonderful. Responsive, knowledgeable, patient, and beyond competent (base competency seems to be in short supply amongst tax professionals particularly when there is anything other than vanilla basics). Jet presents some unique issues as it was a decentralized finance (DeFi) software developer behind a protocol with some complexity around legal entities, a founder dispute, and issues common in cryptocurrency startups in DeFi, but not elsewhere. Rivet came in knowledgeable on crypto, and where needed, they let us educate them. It was impressive to see their degree of competence in knowing what they knew, what they didn't, learning quickly, and guiding us through our work in our final stages. It was crystal clear they knew what they were doing and so well that our unique issues could rapidly be assessed and chartered through the maze of IRS regs and forms. I have referred them to other friends and startups, and will continue to do so. I wish we had used Rivet from day one. ", "author": "User", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "10/10 - Nick, Kyle, and their team are a joy to work with and never drop the ball. ", "author": "Zach Davidson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Our experience with Rivet has been excellent. I've worked with multiple other accounting firms before and Rivet feels very different. Everyone is incredibly responsive and quickly helpful for any issues or questions that come up. Work is very accurate as well, I'm not used to having everything done correctly the first time!", "author": "User", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Could not speak more highly of Rivet; incredible professionals who are unmatched with what they do. I plan on working with Rivet for years to come!", "author": "Ben Ben", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Working with Rivet was great. As mentioned above, they were very responsive, so it made it easy to move through some of the initial items that can seem to drag. They also delivered on timing expectations, which was awesome. Overall they did a great job and I am looking forward to working with them again! ", "author": "Cade O'Neill", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Nick and Kyle are top notch and a pleasure to work with. I go into every tax season confident that I'm in for a simple experience and that my filings will be done right. I can't speak highly enough about them and Rivet.", "author": "Seth Fenster", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "They went above and beyond to make sure all of my taxes, for both personal and business, were filed timely and accurately. They also provided valuable advice on how to improve my setup. ", "author": "Vibhav Joopelli", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet has done an incredible job so far. We're never in the dark about where we are in the process, and we get near instant responses to any remaining questions. Hoping to continue working with them for many years to come.", "author": "Karan Wadhera", "reviewRating": { "@type": "Rating", "ratingValue": "4.8" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "It's been great, I feel on top of our taxes and the process is incredibly transparent. ", "author": "Chauncey Kerr Hamilton", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I have had a spectacular experience with Rivet so far. In particular, the customer service is unbelievable - fast, efficient, knowledgeable. Given the high stakes of some of my tax decisions, I have wanted to get everything exactly right. I trust the team at Rivet entirely given how much expertise they have displayed, especially when it comes to the minute details. They've allayed all my fears, and I feel like everything will be taken care of efficiently, with minimal involvement from me, which is of course the best possible experience with taxes :) ", "author": "Camille Ricketts", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet is amazing! The entire team is very on top of it, and had all of our returns wrapped up quickly and with very minimal effort needed from me. They're extremely responsive (all of my questions are answered almost immediately) and truly go above and beyond. ", "author": "Eliana Berger", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "After trying several tax firms and being sorely disappointed by each for different reasons, I finally found Rivet and I will never again work with another firm. They are remarkably communicative, provide clear, salient advice, and have extremely reasonable rates. Highly recommend!", "author": "Lauren Lorraine Self", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "My experience has been fantastic! The accountant I work with at Rivet has been been incredibly helpful with explaining or working with me on the more complicated aspects of my taxes. My responses from Rivet are extremely timely and detailed, their website is super easy to use, and I really like how I can see everything I have submitted to them and follow the progress of my return. I would highly recommend Rivet!", "author": "Jonathan Damico", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Rivet is far and away the best CPA firm I've ever worked with. Their staff is amazing, and their responsiveness cannot be matched. I've recommended many people to Rivet already, and each has said the same thing: "This group is the best." ", "author": "Kurtis Hanni", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
33
Client Reviews
$1.1K to $29.5K
Annual Fixed Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
33 Client Reviews
Profile picture of Katlyn Segrin
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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!", "author": "Rivet", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Profile picture of Sam Sklar
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "Rivet", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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.
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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.
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