About Us

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

What makes us different?

Robert Richter CPA Firm understands the needs of business owners in all areas of bookkeeping, taxes, and financial planning. This is what separates our firm from other bookkeepers and CPA’s. We care about your personal and business financial success.

Experience

Working with numerous small business owners in the Orange County area for more than 20 years,  Robert J. Richter, CPA, has gained insight into the special needs of many different types of businesses – including accounting, finance, payroll, tax preparation, business consulting, and financial planning.

Over the past twenty years, Mr. Richter has worked in the areas of accounting, investment management, tax preparation, business consulting, and financial planning.

Knowledge

Educational Degrees, licenses, and credentials should never be overlooked when hiring a CPA, financial advisor, accountant, or bookkeeper. 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

Many 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 Law in Taxation Degree – 1990 (Honors)
  • Registered Investment Advisor – 1990
  • Financial Planner Certification - Boston University
  • Life & Long Term Care Agent

Relationships

We build long-term, lasting relationships with our clients. Growing together through the years as a team is rewarding for both of us.

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