Richard Pon CPA

At our firm, we believe that managing your finances should not be a complicated and stressful process. Our mission is to provide personalized and expert financial guidance to help individuals and businesses achieve their goals, while minimizing their tax burden. As a certified public accountant (CPA) and certified financial planner (CFP), Richard Pon has the expertise and passion to help you navigate the complex world of finance and taxes.

Areas of Practice

Our areas of expertise include tax planning, financial planning, and audit representation. We understand that everyone's financial situation is unique, and we take the time to understand your specific needs and goals. Whether you are an individual small business owner, a large corporation, or a nonprofit organization, we can help you make informed financial decisions.

Tax Planning

Taxes are complicated, and it's easy to get lost in the complexity of tax laws and regulations. At our firm, we have extensive experience in tax planning, from individual tax returns to complex business tax scenarios. We can help you minimize your tax burden, optimize your financial situation, and avoid costly audits.

Financial Planning

As a certified financial planner (CFP), Richard Pon has the expertise to provide comprehensive financial planning services. We can help you create a personalized financial plan that aligns with your goals, whether it's budgeting, saving for education, planning for retirement, or explaining investments. We believe that financial planning should be tailored to your individual needs and circumstances.

Tax Return Preparation

Our firm offers expert tax return preparation services, from individual tax returns to complex business tax returns. We can help you navigate the tax code, ensure compliance with tax laws and regulations, and minimize your tax liability.

Business Support Services

As a small business owner ourselves, we understand the unique challenges faced by startups and small businesses. We offer a range of business support services, including budgeting, accounting, risk management, and human resources. Our goal is to provide you with the advice and guidance you need to make informed financial decisions and achieve long-term success.

Tax Audit Representation

If you're being audited by the government, it can be a stressful and overwhelming experience. At our firm, we have extensive experience in tax audit representation. We can help you navigate the audit process, negotiate with the government, and ensure that you receive the best possible outcome.

Part-Time & Interim CFO

As a part-time CFO, Richard Pon can provide expert financial guidance and support to small businesses and startups. We can help you make sense of your financial situation, provide strategic guidance, and help you make informed decisions about your business.

Contact Us

At our firm, we believe that communication is key. If you have any questions or concerns, please don't hesitate to reach out to us. We're committed to providing you with exceptional service and expert financial guidance.

Contact Information

If you'd like to learn more about our services or schedule a consultation, please get in touch with us using the contact form below. We look forward to working with you!