INDIVIDUAL

Tax Reporting

  • Income tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Strategic income tax minimization planning

  • Traditional and ROTH IRA contribution and distribution planning

  • IRA Required Minimum Distribution (RMD) calculations and planning

  • Financial planning

  • Wealth accumulation and protection planning

  • Post full-time employment lifestyle planning

Private Wealth Management

  • Perhaps you’re an individual planning for a “work-optional” lifestyle or a business owner planning for an exit for the business and deciding how to transfer wealth to the next generation. No matter what your financial needs and goals are, I specialize in developing sophisticated strategies, plans and portfolios designed to help enhance your net worth and quality of life. 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

  • Income tax reporting

  • Sales tax reporting

  • Franchise tax reporting

  • Multi-state tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Strategic income tax minimization planning

  • Retirement plan planning, configuration and implementation

  • Business purchase and sale consultation

  • Strategic business formation planning

Recurring Business Services

  • Accounting (Monthly, Quarterly, Annual)

  • Payroll processing

  • Transaction privilege (sales) tax reporting

  • Workers compensation insurance policy audits

Corporate Governance Services

  • Entity formation (e.g., LLC, Partnership, Corporation, S Corporation)

  • Entity selection when forming a business and making changes to existing legal entities

  • Corporate Shareholder and Board of Director resolution documentation

FIDUCIARY (Estate and Trust)

Tax Reporting

  • Income tax reporting (Estate and Trust)

  • Preparation of accounting for estates and trusts

  • Tax notice response

  • IRS and state audit representation

Planning

  • Estate and trust asset protection planning

  • Estate and trust administration guidance