INDIVIDUAL

Tax Reporting Compliance

  • Income tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic income tax minimization planning

  • Traditional and ROTH IRA contribution and distribution planning

  • IRA Required Minimum Distribution (RMD) calculations and planning

  • Post full-time employment lifestyle (retirement) planning

  • Self-Directed retirement account investment planning (non-traditional investment assets)

  • Social Security Benefits planning

  • College savings account tax minimization planning

Self-Employment Consultation

  • Accounting

  • Tax reporting

  • Prepayment of taxes

  • Legal

  • Marketing

  • Finance

  • Human resources

  • Retirement plans

  • Strategic planning

Wealth Advisory Services

  • Perhaps you’re an individual planning for a “work-optional” lifestyle, or a business owner planning for an exit from the business, or deciding how to responsibly transfer family wealth to the next generation.  Your financial needs and goals vary, so we specialize in developing personalized and sophisticated strategies, plans and portfolios that enhance and protect your wealth, and quality of life.

    • Investment asset management (maximize investment asset return with risk assessment considerations)

    • Personal Financial Planning (create and maintain a plan for your financial future)

  • Rich is a licensed Certified Public Accountant and licensed Registered Investment Advisor. Navigate below to GuidePoint Private Wealth Management to learn more.

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BUSINESS

Tax Reporting Compliance

  • Income tax reporting

  • Sales tax reporting

  • Franchise tax reporting

  • Multi-state tax reporting

  • Multi-entity (related company) tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic income tax minimization planning

  • Business purchase planning

  • Business formation planning

  • Choice of entity/tax reporting status planning

  • Self-employed business owner consultation

  • Entity / tax reporting status selection planning (i.e. Sole Proprietor, Partnership, S Corporation, etc.)

  • Business succession and exit planning (sale price optimization and financial management guidance)

Interim CFO

  • Provides a senior-level financial leadership to companies that are seeking financial management stability and strategic guidance during times of transition or growth.

  • Financial management expertise is made available to managing complex projects like mergers and acquisitions, or navigating periods of financial distress.

  • These services provide a cost-effective way for companies, especially small and mid-sized businesses, to access expertise in key areas like strategic planning, cash flow management, financial reporting, risk mitigation, and capital raising without the long-term commitment of a permanent executive. 

ESTATES AND TRUSTS

Tax Reporting Compliance

  • Income tax reporting

  • Preparation of accounting for estates and trusts

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic estate and trust asset titling and protection planning

  • Estate and trust administration guidance

  • Post-death estate representative consultation

  • Post-death successor trustee consultation