Richard is a CPA, licensed in California and New York, with an MBA in Finance/Accounting from Columbia University, and over 20 years of tax, accounting and audit experience.

Most recently, Richard was a partner at CCK Corporation, a  professional accounting practice located in Novato, California. The firm tripled in billings during the four years  Richard was there.

Richard’s experience includes the preparation of individual, corporate, and trust returns. He has been the reviewer of the work of other CPA’s for many years.

He has also had extensive experience with multiple-year non-filers, non-resident returns, and resolving collection issues with the government.

One of Richard’s main strengths is his ability to clarify and explain complex issues in ways people can understand. His goal in dealing with clients is not merely to lower their tax liability and get the maximum refund, but to enhance their overall wealth and financial position, while reducing “risks” of all kinds.

Before joining CCK, Richard worked for over a decade at a Mill Valley tax practice, where in the early years he was a tax preparer, and in the subsequent years, was the reviewer of returns prepared by other CPA’s. Over this twenty year span, Richard has worked with all types of clients—with a single goal, —Many Happy Returns!

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