Business Details
Your Trusted CPA for Tax & Business Advisory Services
At Richard Mood, CPA, we bring over 35 years of specialized expertise in accounting, tax, and business advisory services to help individuals and small businesses thrive. Our approach combines deep knowledge of tax laws with personalized strategies to reduce liabilities, optimize financial outcomes, and support long-term goals. As a Certified Public Accountant and trusted advisor, we offer comprehensive services including tax planning, financial planning, estate and trust tax services, and IRS audit representation.Our team collaborates daily to ensure every client benefits from collective expertise in bookkeeping, payroll, business valuation, and litigation support. We are committed to empowering clients through transparent communication, ethical practices, and tailored solutions that address both personal and business financial needs.
Services
Tax Consulting
Financial Planning
Business Advisory
Tax Preparation
Estate Planning
Highlights and features
- We offer 35+ years of specialized tax and accounting expertise.
- Our personalized approach prioritizes individual client needs.
- Team collaboration ensures comprehensive financial solutions.
- Proven strategies reduce tax liabilities legally and effectively.
- Client-focused service with transparent communication.
Associations and certifications
- Certified Public Accountant
Services
Tax Consulting
Our tax consulting services leverage 35+ years of expertise to minimize liabilities through strategic planning. We analyze individual and business financial situations, apply tax case law, and develop customized strategies for compliance and savings. Clients receive actionable guidance on complex tax matters.
Financial Planning
Comprehensive financial planning covers retirement, estate, and wealth management needs. We create tailored roadmaps for individuals and businesses, focusing on long-term stability and growth. Services include cash flow analysis, investment strategy, and succession planning for business owners.
Business Advisory
Business advisory services address accounting, valuation, and operational challenges. Our team provides part-time CFO support, internal control assessments, and forensic accounting. We help small businesses optimize financial processes and prepare for growth or transitions.
Tax Preparation
We handle tax preparation for individuals and businesses with precision and compliance. Services include federal/state filings, IRS audit representation, and resolution of back taxes. Our approach ensures accurate reporting while maximizing eligible deductions and credits.
Estate Planning
Estate planning services focus on minimizing tax burdens and ensuring smooth asset transfer. We collaborate with legal professionals to create wills, trusts, and advanced directives. Our tax expertise helps families preserve wealth across generations.
People
Richard B. Mood
CPA, MST, CGMA
Richard Mood, CPA is a Certified Public Accountant with 35+ years of experience in tax and financial planning. He graduated from Bentley University and leads the team in delivering strategic accounting solutions for individuals and small businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, part-time CFO services, audits, business valuations, and internal control assessments tailored to small business needs.
How can you help reduce my tax liability?
Our tax planning strategies use case law and personalized analysis to legally minimize liabilities through deductions, credits, and entity structuring.
Do you offer IRS audit representation?
Yes, we provide comprehensive IRS audit support including documentation preparation, negotiation, and resolution of tax disputes.
What financial planning services are available?
We offer retirement planning, estate planning, wealth management, and cash flow analysis for individuals and businesses.
How do I schedule a free consultation?
Use our online booking system for 15-minute slots between 12-1 PM or 5-6 PM Monday-Friday.
Do you work with nonprofit organizations?
Yes, we provide specialized accounting and tax compliance services for nonprofit entities including Form 990 filings.
