About Us

Calculator and Tax forms
“Our Goal is to give our clients the best possible service at reasonable fees.”

What makes us different?

Robert Richter CPA and Registered Investment Advisor understands the needs of business owners in all areas of  taxes, investments and financial planning. This is what separates our firm from other tax preparation providers, accountants and CPA’s. We care about your personal and business financial success.

Experience

Robert Richter, CPA has been working with numerous small business owners in the Orange County area for more than 20 years. He has gained insight into the special needs of many different types of businesses including professional services, real estate, construction, retail, health care, manufacturing and much more.  He is a tax expert and can develop tax strategies that take advantage of the latest tax laws and legislations. He stays current with the latest news and developments in tax law to ensure that you are minimizing your tax liabilities. 

Knowledge

Educational Degrees, licenses, and credentials should never be overlooked when hiring a CPA, financial advisor or accountant. These factors should carry considerable weight when choosing your tax preparer. Mr. Richter has gone far beyond the basic educational requirements for Certified Public Accountants.  His focus on taxation and financial  planning ensures that he is an expert in his field.

Credentials

robert 2Many of Mr. Richter’s clients have been with the firm for years. They have the confidence in his abilities and know he will serve their best interests. Mr. Richter’s mandate is to bring his clients freedom from worry, and the confidence that their financial needs are in good hands.

Mr. Richter’s credentials:

  • Certified Public Accountant (CPA)
  • BA degree in Accounting – 1984 (Honors – Cum Laude)
  • Masters of Science in Taxation Degree – 1990 (Honors)
  • Registered Investment Advisor – 1990
  • Financial Planner Certification – Boston University

Relationships

We build long-term, lasting relationships with our clients. Growing together through the years as a team is rewarding for both of us. We view every client relationship like a partnership, and we work diligently to assist you in your success.

Mr. Richter formed his Financial Services Firm in 1986 with a single principle in mind: To provide the highest level of personalized client financial services possible. He genuinely cares about each and every one of his clients.

More Than 20 Years of Practical Experience