Rivet
Typically responds within 24 hours
FOUNDING YEAR
2016
NUMBER OF EMPLOYEES
21 - 50 employees
CREDENTIALS
Enrolled Agent
LOCATION
-
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Annual Fixed Fee
$1,150 to $29,500
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
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.
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 platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
