Rickards

At Rickards & Company LLP, we are committed to providing top-notch accounting, tax, and advisory services to our clients. As certified public accountants and advisors, we understand the importance of tailored services that cater to the unique needs of each client, from small to mid-size businesses, non-profit organizations, to individuals who need tax and estate planning.

Our Services

Our services are designed to provide comprehensive solutions for our clients. We offer a wide range of tax services, including tax planning, income tax preparation, IRS guidance, and individual, corporate, partnership, trust, and estate tax services. Our accounting services include accounting and bookkeeping, business consultation, accounting systems, QuickBooks assistance, audits, and reviews. Additionally, we offer non-profit services, including accounting and bookkeeping, auditing, and management advisory services. Our coaching and advising services are designed to help clients improve their business acumen, leadership, and executive coaching.

Tax Services

At Rickards & Company, we go beyond tax compliance and offer tax preparation assistance as a valuable tool to minimize current and future tax liabilities, maximize after-tax cash flow and wealth, and keep you on track to your financial goals. Our tax professionals work full-time to stay up-to-date with the latest tax laws and legislation, providing our clients with proactive tax planning advice and strategies to legally maximize their income and assets. We evaluate various scenarios to keep our clients aware of their tax-saving options.

Accounting Services

Accurate record-keeping is essential to a successful business, yet it can be complicated and time-consuming. Our seasoned accounting professionals and QuickBooks ProAdvisors can handle everything from bill payment and payroll processing to compiling financial statements. We participate in the QuickBooks ProAdvisor program, allowing us to offer 20% to 30% discounts on QuickBooks software.

Non-Profit Services

Working with tax-exempt organizations has been one of the passions of our managing partner, Jill Rickards. She has served on numerous non-profit boards in the community and has extensive experience and understanding of the unique challenges and compliance issues faced by the non-profit sector. Our non-profit services include accounting and bookkeeping, auditing, and management advisory services.

Coaching and Advising

Our coaching and advising services are designed to help clients improve their business acumen, leadership, and executive coaching. Our team, led by Jill Rickards, CPA, offers transformative programs that help organizations achieve their goals and improve their overall performance.