top of page

Start planning for next year today

If you're among the many investors, business owners, or high-income earners, you understand that maintaining accurate and current financial records is essential for making sound choices, reducing your tax obligations, and increasing your wealth.

Having a reliable and regularly updated accounting system can answer all your questions. Without it, you’re merely making educated guesses, at best.

Having assisted over 800 real estate investors, business owners, and high-income individuals, we have encountered every possible tax scenario!

SERVICES

The core 4

Tax Hub

Your tax toolbox

Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.

Tax Planning

Strategic planning to stay ahead

This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.Our more inclusive advisory service, providing you with more one-on-one time and analysis

Tax Preparation

Accuracy and proper reporting

Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings

Accounting

The backbone to everything

Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions

WE ARE GLAD TO WORK TOGETHER

Step 1

Apply to work with us

Complete the form on this page and our office will reach out to ensure we are a good fit.

Step 2

Onboarding

If we are a fit, we will onboard and collect all of your information required for your selected services.

Step 3

Implementing

After onboarding, we execute on the services you've chosen and are here to grow with you.

Tax Hub

What’s included:

1, 1-on-1 Tax Planning Session With An Advisor
Live Coaching Calls With Matt Bontrager, CPA & Managing Partner
Prior Coaching Call Recordings
Tax Tips and Strategies Discussion
Accounting Templates & Course
Tax Filing Course
Rental Real Estate Templates
BOI Filing Course
Tax FAQs
Community Phone App

Tax Planning

What’s included:

1-on-1 Tax Planning Meetings With Your Personal Advisor
Quarterly Strategic Tax Planning Meetings
Detailed Review of Prior Year’s Tax Returns for Missed Opportunities
Tailored Tax Plan with Actionable Insights
Comprehensive Accounting Analysis and Recommendations
Customized Entity Structure Chart
Tailored Tax Projections
Email Support from Your Advisor
Review of IRS Correspondence and Notices

Tax Preparation

What’s included:

Federal & State Income Tax Return Preparation
State LLC/Franchise Tax Return Preparation
Amended Return Preparation if errors are found
Extension Filing: Assistance with filing for tax extensions when necessary
Estimated Tax Payment Amounts for self-employed individuals
Professional representation before tax authorities, if needed
Secure and efficient electronic filing of tax returns

Accounting

What’s included:

Monthly Profit and Loss
Monthly Balance Sheet
Monthly Reconciled Bank Transactions
Monthly Reconciled Credit Card Transactions
KPI Analysis

Find out how much your business will save with RiverBear.

Skip the learning and start implementing TODAY!

Work With Us

Get a Quote

This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content.

bottom of page