Rick has more than 22 years of experience, including 10 years with Holmes & Company, working with Authorities and other governmental entities, nonprofits, and closely held business entities.
Rick has been with the firm since its inception. His duties range from managing and supervising daily and monthly accounting services for clients, payroll processing, sales tax calculations, and monthly, quarterly, and annual tax liability remittances relating to federal, state and local tax authorities. Rick oversees the preparation of individual, corporate, and partnership tax returns, as well as the 990 Information return for the firm’s nonprofit clients.
Rick uses his many years of experience to provide leadership to our firm’s staff on many of our current clients ranging from Authorities and other governmental entities, nonprofits, and closely held business entities. Some of his duties include the setup and maintenance of accounting software systems for clients, and he works on the SOC 2 audits, accounting for Housing Agencies receiving HUD funding.
Prior to joining Holmes & Company, Rick worked for a consulting firm for 14 years, where he provided business services to many medical practices, partnerships, closely-held entities, and nonprofits.
Rick’s specialties are small business consulting and tax preparation and planning. Some of his key accomplishments are helping many clients get an abatement on tax penalties and reduction of tax liabilities, which helped the entities save existing jobs.
Rick enjoys spending time with family and friends, and watching and playing sports.