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.

Sally Peters

Tax Professional

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Sally Leatherwood Peters Experienced Tax Professional

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

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Michael Peters Tax Professional

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.

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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