About
I specialize in preparation of personal and business tax returns including trusts,estate and gift tax return filings and surrogate accountings for trusts, estates and guardianships., and have been in the business for more than 30 years
I am a CPA,PFS,CFP and CFS and can also assist clients with coordination of cash flow needs and investments with my series 6,7,24 and 26 license with FINRA to oversee third party money managers invest client assets depending on client prepared profile and investment objectives.I also have my Insurance license to review clients Life, accident and group health insurance needs.
I am on Linkedin which will have additional pertinent information.
I look forward to having our initial discussion regaring clients needs.
Highlights
Specialties
Special tax situations
Employment status
Filing status
Reviews
Richard J.
Frequently asked questions
What is your typical process for working with a new customer?
During our initial meeting we will discuss what your needs are and the budget you are working with. We will then develop a roadmap on how we will proceed from there.
What education and/or training do you have that relates to your work?
I am working in the accounting and financial industry for more than 30 years and I am a CPA, PFS, CFP, CFS.
Do you have a standard pricing system for your services? If so, please share the details here.
Fees will be discussed at initial meeting depending on client needs and the complexity of the work involved.
How did you get started in this business?
I graduated Queens College and went right into the accounting industry from college. I started in the financial industry shortly thereafter when I realized I can assist my tax clients with many of their financial needs.
What types of customers have you worked with?
Typical clients are individuals who are entreprenurial and have their own business and need to make business decisions and need guidance with their business and individual taxes and investment decisions. Other types are clients who have complex investmemnts--partnershp interests, multi state k-1's, etc and their individual taxes and the tax laws are too complex for most people to prepare.
Describe a recent event you are fond of.
Heckerling Estate Planning conference in Orlando, Fl.
What advice would you give a customer looking to hire a pro in your area of expertise?
With more than 30 years experience as a partner in a CPA firm , either myself or any of my other partners can assist in answering most complex issues, or we have resources through our network of allied professionals who can also assist in resolution of most matters.
What questions should customers think through before talking to pros about their needs?
Does the professional have proper licensing and experience to assist the client with their tax and financial needs. They should look on line at their linked in account or partner profile