about us
Welcome to Riveros Financial Services!
At Riveros Financial Services, we are dedicated to helping individuals and businesses navigate their financial journeys with confidence. Our team of experienced professionals offers a wide range of services, including tax preparation, strategic planning, and bookkeeping, all tailored to meet your unique needs.
Years of Experience
Successful Cases
Expert Team
Satisfied Clients

Our Mission
At Riveros Financial Services, our mission is to empower individuals and businesses by providing expert financial guidance and personalized solutions. We aim to simplify the complexities of finance, helping our clients achieve their financial goals with confidence and clarity.
Our Vision
Our vision is to be a trusted leader in the financial services industry, recognized for our commitment to excellence and innovation. We aspire to create lasting relationships with our clients, fostering financial literacy and success in every community we serve.
Our Core Value
Integrity:
We uphold the highest ethical standards, ensuring transparency and honesty in all our dealings.
Client-Centric Approach:
Our clients are at the heart of everything we do. We listen, understand, and tailor our services to meet their unique needs.
Excellence:
We strive for excellence in every aspect of our work, continuously improving our services and expertise.
Collaboration:
We believe in the power of teamwork, both within our organization and with our clients, to achieve the best possible outcomes.

Culture
At Riveros Financial Services, our culture is built on collaboration, respect, and a shared commitment to excellence. We foster an inclusive environment where every team member’s voice is valued, encouraging open communication and innovative thinking.

Careers
Joining Riveros Financial Services means becoming part of a dynamic team dedicated to making a difference in our clients’ lives. We offer a variety of career paths in areas such as tax preparation, financial planning, accounting, and client services.
Getting started is easy
At Riveros Financial Services, we offer a comprehensive range of financial solutions tailored to meet your unique needs
Switch to Fortax in minutes
Switch to Fortax in minutes for seamless financial management and expert support tailored to your needs!
Meet your dedicated tax expert
Meet your dedicated tax expert, ready to provide personalized guidance and ensure you maximize your tax benefits!
Connect with your expert from anywhere
Connect with your expert from anywhere for convenient, personalized support at your fingertips!
Backed by our Full Service Guarantee
Backed by our Full Service Guarantee, ensuring you receive top-notch support and satisfaction every step of the way!


Collaborated with over 800+ trusted worldwide partners






Our team
Meet leadershipour team

Lucas Brown
Founder & CEO

Harper White
Senior Tax Advisor

Anna Gledhill
Tax Planning Specialist

John Pauley
Estate Planning Advisor

Sarah Gunton
Financial Analyst

Daniel Walker
Financial Analyst