SERVICES AND CLIENT TESTIMONIALS
"The majority of my clients have entrusted me with their financial lives for decades. Many of them have referred family and friends. Some have given testimonials. I am so honored and grateful, as these are all the highest compliments to my work."
Michele Richter, CPA
Tax Preparation and Tax Planning
Federal and State tax return preparation
Specialty in individuals and small businesses -
LLC's, corporations, partnerships, non-profits
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Tax planning, projections and analysis to minimize tax liabilities over time
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Available year round for inquiries and consultations via email, phone, in-person office visit or virtual visit (Zoom, FaceTime, or Skype)
“Michele translates taxes and explains the numbers. I know what I'm signing. I'm saving on my tax returns and saving for my future, but Michele helps me balance that with my needs now. Seeing all the sides is crucial. We've done "what if" scenarios for years. I kept my safety net then, and now I have one for the future."
-Clinical Programmer
Client since 1996
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"I have been working with Michele for 20 years now. She is an exceptional accountant and tax preparer with tremendous attention to detail, knowledge of the tax codes, mastery of the software tools, and work ethic. Michele consistently goes above and beyond to assure everything is correct and that we are properly informed/advised. Michele is the best accountant/tax preparer I have ever worked with and I can't recommend her enough."
-Telecomm Sales Engineer
Client since 1998
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Small Business
Accounting and Advisory Services
Owner and Management Consulting for
all business entities
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Accounting and Bookkeeping Assistance
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Profit Analysis and Strategic Planning
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Training and Setup in Quickbooks/Quicken
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“Through the years, Michele has helped me negotiate business debt, buy-out my partner, save taxes, and purchase a beach house. Her summaries and recommendations to make my decisions easier are vital to get me back to my priorities--my patients and caring for my mom. Michele does her taxes too.”
- Critical Care Pulmonary Physician
Client since 2001
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"Our trusted financial watchdog--responsive and protective. Michele has seen us through building our medical practice and eventually merging with a large medical supergroup. She transitioned us from manual bookkeeping to Quickbooks. The tasks we used to dread, like bank reconciliations, are now done in minutes. She advised us on our profit-sharing plan for our business and our own retirement. Michele is very thorough in handling the small details, but always keeps our big picture in focus."
-Gastroenterologist & Billing Manager
Corporate & Individual Client since 2008
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Financial Life Consultations
Income/Expense Analysis and Budgeting
Savings goals and funding exploration -
retirement, college, major purchases
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Life Balance/Transitions Coaching
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Assistance for conversion of big sky dreams to actionable step-by-step plans
"With two businesses and two college-age children, demands on our time and money are both high. Michele understands and helps us weigh financial vs. time savings to make choices, but she pinpoints the emotional part of those decisions. The human stuff. She is part life coach and cheerleader when we're going down new paths or facing struggles. We value health and balance in our careers. Knowing Michele shares our values gives us great comfort in her as our CPA and advisor."
- Psychologist, Wellness/Yoga Practice Owner
-Client since 2011
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“You can tell Michele enjoys educating. She listens. Whenever changes happen, in either our business or personal finances, I know who to call. Our lives are changing for retirement now. We're glad Michele remains a constant, integral part of our financial team.”
-Truck Courier Service Owner & Semi-Retired Manager
Corporate and Individual Client Since 2000