TAX PLANNING
With the potential for only moderate returns in the future, good tax planning is becoming of greater importance to financial health. As an enrolled agent, Richard is a federally licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS, a privilege only afforded Enrolled Agents, attorneys and certified public accountants. With his financial planning background, Richard brings a unique perspective to tax planning.