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Services

In addition to specialized business tax and accounting services, Rick consults from start up phase to maturity on benefits, retirement, and executive compensation plans. He also assists business clients with company sales, purchases, transitions and entity selection. Rick's business clients are primarily real estate and professional service-related industries.

For individuals, Rick offers tailored tax, estate and gift planning, in addition to tax preparation and compliance services. For individuals working in publicly traded companies he advises on option-based compensation planning and tax compliance needs. Rick has worked with individuals from Microsoft, Amazon, Expedia, F5, Tableau Software, Boeing, among others.

 

Professional services include:

Tax Services

Rick guides his clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities and maximize cash flow while maintaining financial goals. Rick provides highly personalized tax entity structuring, planning, support and preparation services for:

Business Entities (LLCs, Partnerships, Corporations, S-Corporations)

Individuals

Trusts

Estates

High Net Worth Individuals

Small Business Owners

Real Estate Owners

Retirees

 

Request information about Tax Services below

Small Business Accounting

Rick’s primary goal is to provide small business owners with the tools to become self-reliant in generating their own internally prepared financial statements on a regular basis, allowing for informed decision making. Small business accounting services include:

Financial Statement Compilation

QuickBooks Support 

Bookkeeping Referrals

Request information about Small Business Accounting below

Information Request for Services Listed Above