// About US

A Team Dedicated to Serving You

Our team of experienced professionals can handle all your financial record-keeping, tax filing, and advisory needs.

20+

Years of Experience

// Our Story

Delivering Exceptional Results Every Time

20+

Years of Experience

The IRS Federal Tax Code has become increasingly complex. Despite the proliferation of do-it-yourself tax software programs, more and more savvy tax filers are turning to trained, knowledgeable, experienced tax preparation professionals to prepare and file their income taxes and to implement effective tax planning strategies.

Did you know that taxes comprise the single largest category of household expenditures? According to a Tax Foundation special report, income tax paid by individuals, as a percentage of income, continues to set new highs and is a major expense of enormous concern to Americans. According to a 2002 study by the General Accounting Office (GAO), taxpayers who use a tax professional receive bigger refunds – $444 bigger refunds, on average.

Meet Our Team

Our team brings decades of experience in providing Riverside clients with income tax preparation and tax planning.

Brad Bates

MBA, AIF

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Sally Peters

Tax Professional

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Michael Peters

Tax Professional

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Brad Bates, MBA, AIF®

Email: bbates@riversidesecurities.com
Phone: (210) 417-4445 (office)

Brad has more than 25 years of business and income tax experience and is a graduate of Wayland Baptist University where he earned both his Bachelor of Science in Occupational Education and Master of Business Administration. He also holds a Master of Security Analysis and Portfolio Management from Creighton University.

Brad also has his Financial Industry National Regulatory Authority (FINRA) Series 4, 7, 24, 53 and 66 securities licenses, as well as his Texas Group 1 insurance license. He is currently licensed to conduct business in AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA and WI.

In addition to professionally serving the community, he was an instructor at Wayland Baptist University where he taught undergraduate finance and management courses.

Sally Leatherwood Peters, Experienced Tax Professional

Email: sally@riversidebookkeepingservice.com
Phone: (512) 878-3023 (office)

With over 23 years of experience in tax preparation and planning, Sally Leatherwood Peters has developed a deep expertise in both individual and business tax matters. Her career began with 8 years at H&R Block, where she gained a strong foundation in tax filing, followed by 15 years at Steadman Tax Services, where she refined her skills in managing complex tax strategies and providing hands-on service to a diverse clientele.

Throughout her career, Sally has worked with individuals and small businesses, helping them navigate the complexities of tax laws and maximize their financial benefits. Known for her attention to detail, expert knowledge of evolving tax regulations, and commitment to delivering reliable, accurate, and timely tax services, Sally is dedicated to ensuring clients receive tailored solutions for their unique needs.

Passionate about educating clients on tax-saving strategies, Sally has built lasting relationships based on trust, professionalism, and exceptional service. Whether you’re seeking assistance with personal tax returns or business tax planning, Sally strives to make the process seamless, efficient, and stress-free.

Outside of her career, Sally enjoys a fulfilling personal life as a loving wife, devoted mother, and proud Nana to 16 amazing grandchildren. Family is at the heart of everything she does, and the joy of spending time with her loved ones provides the perfect balance to her successful professional life.

Sally’s combination of expertise, passion for helping others, and deep commitment to family ensures that clients receive the best in both professional service and personal care.

Michael Peters, Tax Professional

Email: michael@riversidebookkeepingservice.com
Phone: (512) 878-3023 (office)

With over 30 years of experience in the financial sector, Mike has developed a comprehensive understanding of complex financial systems, which he now applies exclusively to tax preparation. Over the past year, he has focused on providing clients with tailored tax strategies, maximizing savings, ensuring compliance, and guiding both individuals and businesses through the ever-evolving tax landscape.

Mike is dedicated to delivering thoughtful, detail-oriented tax services that are customized to each client’s unique needs. Whether preparing tax returns, offering year-round advice, or creating effective tax-planning strategies, his goal is to help clients feel confident in their financial decisions and secure in their financial futures.

Outside of his professional life, Mike is a proud husband, father, and “Popa” to 16 grandchildren. Family is at the core of his values, and he strongly believes in building lasting financial security for the people you love.