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With over 23 years of experience in financial services, Richard is a trusted advisor specializing in tax preparation, retirement planning, estate planning, and comprehensive financial strategies for both individuals and businesses.
He began his tax preparation career in 2019 and quickly established a reputation for clear, personalized guidance that puts clients’ goals first. Whether helping a family secure their financial future, optimizing retirement income streams, or crafting tax-efficient strategies for business owners, Richard takes the time to understand each client’s unique situation and aspirations.
His client-centered philosophy is simple: identify individual needs and build tailored plans that span personal finances, wealth preservation, and long-term security. Clients consistently praise his approachable style, attention to detail, and commitment to delivering peace of mind through proactive financial planning.
Richard is dedicated to making complex financial and tax matters straightforward and empowering his clients to achieve their financial dreams with confidence.
The date is approaching fast and we’re making preparations. Don’t miss out!
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Tax Preparation Service :
Business Tax Planning, Tax Preparation, and Corporate Tax filings:
2. Calculate and prepare quarterly EP for Federal and State. 3. Business Formation and Filing services for all states.
Personal Tax Preparation Fee Schedule 2023 (pdf)
DownloadPersonal Tax Preparation Fee Schedule 2024 (pdf)
DownloadBusiness Tax Preparation Fee Schedule 2024 (pdf)
DownloadPersonal 2025 Tax Preparation Fee Schedule 2025 (pdf)
DownloadBusiness Tax Preparation Fee Schedule 2025 (pdf)
DownloadTax Document Checklist (pdf)
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