My goal is to serve as your Competent Professional Adviser, my idea of a CPA, rather than just a number crunching Certified Public Accountant. Extensive experience in accounting, financial planning, management consulting, and tax planning and tax preparation for businesses, individuals and not-for-profit organizations.
Business tax experience includes corporations, S-corporations, partnerships and limited liability companies ranging from startups to small businesses (I am a small business owner) to companies with up to $1 billion in revenue.Industry experience in real estate, technology (software and internet), financial services, and professional services (in the fields of law, medicine, architecture, and consulting).
Individual tax experience includes stock option planning (NQ, ISO, ESPP, RSU) and equity compensation planning. Experience with high net worth individuals (including Fortune 500 executives), expatriates living outside the U.S., and nonresidents (non-U.S citizens and non-green card holders).
Business tax experience includes corporations, S-corporations, partnerships and limited liability companies ranging from startups to small businesses (I am a small business owner) to companies with up to $1 billion in revenue.Industry experience in real estate, technology (software and internet), financial services, and professional services (in the fields of law, medicine, architecture, and consulting).
Individual tax experience includes stock option planning (NQ, ISO, ESPP, RSU) and equity compensation planning. Experience with high net worth individuals (including Fortune 500 executives), expatriates living outside the U.S., and nonresidents (non-U.S citizens and non-green card holders).
Services
Richard has provided accounting, financial planning, management consulting, and tax planning for businesses (including publicly traded companies), individuals (including Fortune 500 CEOs) and not-for-profit organizations.
Richard's experience includes advising clients at BPM LLP (largest CPA firm headquartered in San Francisco) and Lautze & Lautze CPAs & Financial Advisers (Top 25 Bay Area CPA firm).
Also, Richard's experience includes managing the taxes worldwide for Morrison & Foerster LLP (an international company with over $1 billion revenue).
Richard's experience includes advising clients at BPM LLP (largest CPA firm headquartered in San Francisco) and Lautze & Lautze CPAs & Financial Advisers (Top 25 Bay Area CPA firm).
Also, Richard's experience includes managing the taxes worldwide for Morrison & Foerster LLP (an international company with over $1 billion revenue).
Taxes are complicated.
Some states follow federal rules and other states like California have unique set of rules.
Businesses face a myriad of taxes including income tax, payroll tax, sales tax, use tax and local taxes.
Whether your issue is stock options, choice of business entity or M&A due diligence, Richard Pon, CPA is here to help with your tax planning needs.
As a small business owner, I pay close attention to tax law changes that impact small and family businesses that are the backbone of America's economy.
Some states follow federal rules and other states like California have unique set of rules.
Businesses face a myriad of taxes including income tax, payroll tax, sales tax, use tax and local taxes.
Whether your issue is stock options, choice of business entity or M&A due diligence, Richard Pon, CPA is here to help with your tax planning needs.
As a small business owner, I pay close attention to tax law changes that impact small and family businesses that are the backbone of America's economy.
To help us best serve your inquiry, we recommend that you first describe the issue you're having before telling us what you want to achieve.
Our general response time is one business day.
You may also email us to make an appointment.
Serving clients in San Francisco; Northern California and throughout the world.
Located in the heart of San Francisco's start-up community in the Yerba Buena and SoMa (South of Market) neighborhood.
Contact me today to help maximize your tax refund, minimize your tax liability and manage your complex financial affairs.
Our general response time is one business day.
You may also email us to make an appointment.
Serving clients in San Francisco; Northern California and throughout the world.
Located in the heart of San Francisco's start-up community in the Yerba Buena and SoMa (South of Market) neighborhood.
Contact me today to help maximize your tax refund, minimize your tax liability and manage your complex financial affairs.
Each form of ownership has its pros and cons.
We provide tailored planning depending on your business strategy and type of owners.
Multi-State Tax Planning: We provide nexus (i.e. a tax term that simply means tax connection to a state) studies to determine your income tax and sales tax nexus.
Tax Incentive Planning: Is your business utilizing the myriad of tax credits that are available?
As a reminder a tax credit reduces your tax dollar for dollar.
A deduction reduces your tax based on your tax rate.
We provide tailored planning depending on your business strategy and type of owners.
Multi-State Tax Planning: We provide nexus (i.e. a tax term that simply means tax connection to a state) studies to determine your income tax and sales tax nexus.
Tax Incentive Planning: Is your business utilizing the myriad of tax credits that are available?
As a reminder a tax credit reduces your tax dollar for dollar.
A deduction reduces your tax based on your tax rate.
Many businesses hire an accounting or tax adviser without experience serving all business entities such as Corporations, S-corporations, Limited Liability Companies (LLC) or Partnerships.
This may lead to incorrect accounting reports or inaccurate tax returns as each type of business entity has its own unique accounting and tax rules.
I have served all types of business entities since my career my began.
I have represented small businesses, family-owned businesses, start-ups, publicly traded companies and companies with up to $1 billion in revenue.
This may lead to incorrect accounting reports or inaccurate tax returns as each type of business entity has its own unique accounting and tax rules.
I have served all types of business entities since my career my began.
I have represented small businesses, family-owned businesses, start-ups, publicly traded companies and companies with up to $1 billion in revenue.
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