Serving Your Needs Today. Tomorrow. Always.

Experience

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

Comprehensive

At Riverside we recognize that your tax return should be prepared accurately to minimize your tax liability. We work closely with you and your family to devise appropriate solutions tailored to you, your family, and your business.

Attentiveness

Putting clients first is what we do. Our team’s clear attentiveness to detail helps you rest easy knowing your taxes are in order.

A Team Dedicated to Serving You

At Riverside Consulting we look at your tax situation as unique; giving careful attention to your needs.

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.

Brad Bates

MBA, AIF®

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Brad Bates, MBA, AIF®

bbates@riversidesecurities.com
(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.

Paul Amerson

Tax Professional

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Paul comes from a family of tax professionals and brings over 30 years of experience to the Riverside Consulting team. Over the years Paul has learned the value in planning for the best tax outcome for clients, and treats each tax return as the unique document that it is. Paul and Brad have worked together in the income tax industry since 1999 and look forward to helping you with your income tax needs.

Greg Schroen

MBA, CFF®

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Greg Schroen, MBA, RTRP, AFSP, CFF®

GSchroen@riversidesecurities.com

215 N. Center Street, Suite 1908 San Antonio, TX 78202

(512) 255-0395 (Austin Office)
(210) 354-3590 (San Antonio Office)

For over 28years, Greg Schroen has been helping people with tax planning, tax preparation and tax strategies. He is knowledgeable, experienced, capable, caring and discreet.

♦ B.S. (Finance) and an M.B.A. from the University of Connecticut
♦ 43 years of overall financial experience
♦ 28 years of experience in professional tax return preparation
♦ 21 years of experience as a licensed investment professional
♦ 15 years of experience in corporate finance
♦ 20 year member of N.S.A., the National Society of Accountants
♦ 17 year member of N.A.T.P., the National Association of Tax Professionals
♦ Obtained the R.T.R.P., Registered Tax Return Preparer certification designation with the IRS in 2011
♦ Obtained the A.F.S.P., Annual Filing Season Program designation every year with the IRS
♦ Top-of-the-line tax software is utilized for dealing with complex issues, compliance, accuracy and data security

As a dedicated financial professional, Greg participates in various independent professional associations that require adherence to professional codes of ethics and a commitment to continuing professional education devoting time and effort to educational seminars. Greg has served as a president of the Austin Chapter of the National Association of Accountants, a board member of a Municipal Utility District for over 20 years, and has volunteered on the audit committee of a national non-profit professional association for over 10 years.

Prior to becoming an independent financial and tax professional, Greg worked in the corporate world for over 15 years, holding titles such as accounting supervisor, senior financial analyst, and senior systems analyst. His former employers include Dell, Motorola and Texas Instruments.

Greg has lived in seven cities, worked in three states, and has traveled for work assignments in eight foreign countries.

Comprehensive Services to Meet Your Unique Needs

When your tax return is signed by a tax professional, the Internal Revenue Service recognizes that a professionally prepared return has a higher accuracy rate and a higher standard of due diligence.

For the self-employed, tax preparation fees are fully deductible on Schedule C. For self-employed people, this can translate into a whopping 40% savings in the tax preparation fee actually paid.

In many cases, 'found' deductions more than offset the cost of professional tax preparation.

♦ Eliminate the worry, aggravation, headache and stress of doing your own taxes.
♦ Free up your time to focus on things that matter in your life.
♦ A trained tax specialist can find deductions that you may have overlooked.
♦ An experienced tax pro will ensure accuracy and compliance with IRS code.
♦ Professional tax preparation may minimize your risk of an IRS audit.

At Riverside Consulting, we take tax preparation seriously.

Contact Us Today

Tax planning is a way to align your financial goals and objectives with tax management strategies. Let us help you understand and implement sound and effective tax strategies to minimize your tax liability, protect and preserve your hard-earned assets and manage your cash flow.

Tax planning enables you to minimize your taxes by:

♦ Reducing your taxable income
♦ Increasing your deductions
♦ Taking advantage of tax credits

At Riverside Consulting we help you make sense of it all. Spend less time worrying & more time enjoying life.

Contact Us To Learn More

Helping You Grow to New Heights

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San Antonio - Airport

8620 N. New Braunfels Ave., Ste 102
San Antonio, TX 78217
(210) 417-4445

San Antonio - Downtown

215 Center Street, Ste. 1908
San Antonio, TX 78202
(210) 354-3590