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.

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Years of Experience

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Expert Team

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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

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Lucas Brown

Founder & CEO

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Harper White

Senior Tax Advisor

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Anna Gledhill

Tax Planning Specialist

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John Pauley

Estate Planning Advisor

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Sarah Gunton

Financial Analyst

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Daniel Walker

Financial Analyst

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