Accountant You Can Trust and Afford
At Richard Mood CPA, we are a team of dedicated professionals committed to providing exceptional accounting, tax, and consulting services to individuals and small businesses. With over 35 years of experience, our team lead, Richard B. Mood CPA, MST, CGMA, has built a reputation for delivering personalized attention and trusted guidance to our clients.
Our mission is to help our clients achieve their financial goals by providing them with accurate, timely, and effective solutions. We take pride in our ability to understand the unique needs of each client and develop customized strategies to address their specific challenges. Whether you're looking for tax consulting, personal financial planning, retirement planning, or estate planning, our team is here to help.
Our Services
We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our services include:
- Tax Consulting: We will help you navigate the complex world of tax laws and regulations, ensuring you're in compliance and taking advantage of all available deductions and credits.
- Personal Financial Planning: We'll work with you to create a personalized financial plan, tailored to your goals and objectives.
- Retirement Planning: Our team will help you plan for a secure and comfortable retirement, ensuring you have the resources you need to enjoy your golden years.
- Estate Planning: We'll guide you through the process of creating a comprehensive estate plan, including wills, trusts, and probate avoidance strategies.
- Wealth Management: Our team will help you grow and protect your wealth, providing expert guidance on investment strategies and risk management.
- Bookkeeping Services: We'll take care of your day-to-day financial record-keeping, allowing you to focus on running your business.
- Payroll Services: Our team will handle all your payroll needs, including payroll processing, tax compliance, and benefits administration.
- Part-Time CFO Services: We'll provide you with the expertise of a Chief Financial Officer, without the full-time commitment.
- Audits, Reviews, and Compilations: Our team will conduct thorough audits, reviews, and compilations to ensure your financial statements are accurate and compliant.
- Forensic Accounting: We'll investigate and analyze financial records to identify fraud, embezzlement, or other financial irregularities.
- Cash Flow Management: Our team will help you optimize your cash flow, ensuring you have the funds you need to run your business efficiently.
- Bank Financing: We'll guide you through the process of securing bank financing, including loan applications and debt restructuring.
- Business Valuation: Our team will provide you with an accurate and reliable business valuation, helping you make informed decisions about your business.
- Business Advisory Services: We'll offer expert guidance on business strategy, operations, and management, helping you achieve your business goals.
- Financial Planning for Businesses: Our team will create a customized financial plan, tailored to your business needs and objectives.
- Succession Planning: We'll help you develop a comprehensive succession plan, ensuring a smooth transition of your business.
- New Business Formation: Our team will guide you through the process of forming a new business, including entity selection, business registration, and tax planning.
- Non-Profit Organizations: We'll provide expert guidance on non-profit financial management, tax compliance, and grant writing.
- Internal Controls: Our team will help you design and implement effective internal controls, ensuring your business is protected from fraud and financial irregularities.
- Litigation Support: We'll provide expert testimony and support for litigation cases, including forensic accounting and financial analysis.
Our Approach
At Richard Mood CPA, we take a proactive approach to financial planning and tax preparation. We'll work closely with you to understand your unique needs and goals, and develop a customized plan to achieve them. Our team will help you navigate the complex world of tax laws and regulations, ensuring you're in compliance and taking advantage of all available deductions and credits.
Overall Experience
The reviewers have had a mixed experience with Richard Mood, with one reviewer having a very positive encounter, while the other two having negative experiences.
Red Flags
Some red flags emerged from the reviews. Richard Mood appears to prioritize clients based on the amount of money they pay, as mentioned by Lori Pfeil. This prioritization may lead to delays in services, as Lori and her brother are still waiting for their K1 to file their income tax, despite Richard knowing about the delay.
Erin Summerlin's review highlights Richard's incompetence and lack of attention to detail, which resulted in a significant financial loss and waste of time. This review suggests that Richard may not be reliable or trustworthy.
Client Feedback
On the positive side, Tony Lambert had a great experience with Richard Mood, describing him as a "seasoned professional" and a "nice guy who knows his stuff." However, this positive review is outweighed by the negative reviews from Lori Pfeil and Erin Summerlin.

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