Rivet
Typically responds within 24 hours
FOUNDING YEAR
2016
NUMBER OF EMPLOYEES
21 - 50 employees
CREDENTIALS
Enrolled Agent
LOCATION
Woodbury, Connecticut
SUPPORT
Dedicated Staff
SOFTWARE
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.
Jonathan Damico
March 13, 2025
Current client since 2025
5.0
Reason for working with Rivet
In previous years, I have had my taxes prepared by one of the big 4 firms but decided for this year to work with Rivet. I chose to do this because Rivet actually provides more value for less cost: Rivet has been much faster than my previous filers and has had much better service.
Experience working with Rivet
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!
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
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
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.
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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.
