Business Details
Trusted Tax and Financial Planning Services in San Francisco
Richard Pon CPA, CPA and Certified Financial Planner (CFP), is dedicated to serving as a Competent Professional Adviser, offering comprehensive accounting, tax planning, financial planning, and business consulting services. With over two decades of experience, Richard specializes in navigating complex tax and financial landscapes for businesses, individuals, and nonprofit organizations. His expertise spans corporate tax compliance, stock option planning, estate planning, and cost segregation studies, supported by a Master of Science in Taxation and an MBA in Finance.Richards client-centric approach emphasizes transparency, ethical standards, and tailored solutions, ensuring clients minimize tax burdens and maximize financial opportunities. His work with high-net-worth individuals, Fortune 500 executives, and startups underscores his adaptability and deep industry knowledge. Recognized for his contributions to tax reform discussions and nonprofit governance, Richard combines technical excellence with personalized service to build long-term client trust.
Services
Tax planning
Financial planning
Tax audit representation
Cost segregation
Estate planning
Stock option analysis
Nonprofit tax compliance
Business consulting
Highlights and features
- We offer tailored tax planning for startups, corporations, and high-net-worth individuals.
- Our fee-only financial planning prioritizes client needs without product sales.
- Proven success in tax audit representation and cost segregation studies.
- Expertise in stock option planning and international tax compliance.
- Recognized thought leader quoted in major financial publications.
Associations and certifications
- CPA
- CFP
What people say
Proven tax savings
Expertise in stock options
Reliable financial planning
Excellent audit support
Tailored advice
Services
Tax Planning
Comprehensive tax planning for businesses and individuals, including entity selection, international compliance, and cost segregation. Services address stock options, mergers and acquisitions, and state-specific regulations. Expertise in minimizing liabilities through strategic deductions and credits.
Financial Planning
Fee-only financial planning covering retirement strategies, college savings, and estate planning. Services include budgeting guidance and investment explanations without product sales. Focus on long-term wealth preservation for high-net-worth clients.
Tax Audit Representation
Representation in federal and state tax audits, including payroll and sales tax disputes. Successfully reduced assessments by challenging sampling methodologies and amended returns for substantial refunds. Specialized in complex corporate and nonprofit audit cases.
Cost Segregation
Accelerated depreciation studies for commercial properties and leasehold improvements. Converts 39-year assets to 5-7 year classifications, generating deductions exceeding $250,000 in multiple cases. Available for retroactive property acquisitions.
Nonprofit Compliance
Specialized tax compliance for charities, foundations, and trade associations. Includes unrelated business income analysis, functional expense reporting, and public support test calculations. Advises on donor strategies and governance policies.
People
Richard Pon CPA
CPA, CFP
Certified Public Accountant and Financial Planner with 20+ years of experience. Master of Science in Taxation and MBA in Finance. Served on AICPA Tax-Exempt Technical Resource Panel and nonprofit boards. Quoted in Wall Street Journal and industry publications.
Questions
What tax services do you specialize in?
We specialize in corporate tax planning, individual tax compliance, cost segregation, and nonprofit tax compliance. Expertise includes stock options, international tax, and audit defense.
Do you work with international clients?
Yes, we handle expatriate tax returns, foreign income compliance, and multinational corporate tax issues including EU VAT requirements.
What financial planning services are offered?
Fee-only services covering retirement planning, college savings, estate planning, and investment explanations without product sales.
How do you handle tax audits?
We provide audit representation for income, payroll, and sales tax disputes. Successfully reduced assessments by challenging methodologies in multiple high-profile cases.
What industries do you serve?
Primary focus on technology startups, real estate, professional services, and nonprofits. Experience with clients ranging from startups to $1B revenue corporations.
