Business Details
10 Years
experience
Your Trusted Accounting & Tax Partner in Omaha
Founded in 2016, our firm builds upon decades of combined experience from our lead professionals. We specialize in providing comprehensive accounting, tax, and management consulting services tailored to small businesses and individuals. Our team of certified experts, including CPA, CFP, and CVA professionals, delivers personalized solutions to help clients accumulate wealth through strategic financial planning, business valuations, and tax optimization.With over 50 years of collective experience in public accounting, we prioritize client success by offering IRS representation, multi-state tax coordination, and customized payroll systems. Our commitment to excellence is reflected in our community involvement and dedication to maintaining the highest standards of professionalism and client service.
Services
Accounting Services
Tax Planning
Payroll Processing
IRS Representation
Business Valuations
Details
- Year established: 2016
Highlights and features
- We offer 50+ years of combined experience in public accounting and tax strategy.
- Our team includes certified professionals with CPA, CFP, and CVA designations.
- We provide personalized IRS representation and multi-state tax coordination.
- Our strategic financial planning helps clients maximize after-tax income.
- We maintain active community involvement and industry leadership.
Associations and certifications
- CPA (Certified Public Accountant)
- CFP (Certified Financial Planner)
- CVA (Certified Valuation Analyst)
Services
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and cash flow analysis. Our services ensure accurate financial reporting to support business decision-making and regulatory compliance. Certified QuickBooks Pro Advisors customize systems to meet client needs.
Tax Planning
Our tax planning optimizes after-tax income through entity selection, multi-state coordination, and estate planning. We prepare returns for individuals, corporations, and trusts while minimizing liabilities through strategic timing and deductions.
IRS Representation
We represent clients during IRS audits and resolve collection issues. Our expertise in tax law ensures proper handling of examinations while clients focus on business operations. Services include penalty abatement and installment agreement negotiation.
Payroll Processing
We manage payroll tax filings and system implementation for growing businesses. Our services include wage reporting, tax deposit coordination, and compliance with federal/state regulations to prevent costly penalties.
Business Valuations
Certified valuation analysts determine business worth for sales, acquisitions, or succession planning. We analyze financial performance, market conditions, and growth potential to support strategic decisions for owners.
People
Rob
Sole Shareholder & President
Former founder of Richardson & Associates (1979-2016), CPA since 1972, CFP since 1991, and CVA since 1995. Specializes in wealth accumulation strategies, business valuations, and financial planning with 50+ years in public accounting.
Diana Cervantes
Paraprofessional Accountant
Joined the firm in 1983 with expertise in bookkeeping, tax preparation, and payroll processing. Holds 20+ years of public accounting experience and advanced computer skills through Metropolitan Community College coursework.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow analysis, and system setup to help businesses maintain accurate records and make informed financial decisions.
How do you handle multi-state tax compliance?
Our team coordinates filings across jurisdictions to prevent double taxation, ensuring compliance with state-specific regulations while optimizing tax efficiency for businesses operating in multiple states.
Can you assist with IRS audit representation?
Yes, we provide full IRS audit support, including document preparation, communication with agents, and resolution of tax disputes to protect your interests.
What tax planning strategies do you specialize in?
We focus on entity selection, retirement planning, estate tax minimization, and timing strategies to reduce liabilities while aligning with long-term financial goals.
Do you offer payroll tax filing services?
Yes, we handle payroll tax preparation, quarterly filings, and compliance to ensure accurate reporting and avoid penalties for federal and state requirements.
