Overview
Rick has over 20 years of experience in tax planning and compliance for closely held businesses and high-net-worth individuals. As a seasoned tax partner, he focuses on the construction sector and has experience in technology, software, manufacturing, distribution, and restaurant businesses. Rick is known for his hands-on, approachable style and for building long-standing client relationships based on trust, technical excellence, and proactive guidance.
Experience
He spent the majority of his career in public accounting, most recently serving as a tax partner. He led complex tax engagements, advised on mergers, acquisitions, restructurings, and succession planning, and collaborated closely with attorneys and other advisors to help clients achieve optimal tax outcomes. Additionally, Rick managed and mentored large teams of professionals, developed talent, and supported team members’ advancement into senior leadership roles.
His background includes extensive experience advising construction companies on industry‑specific tax matters and supporting clients in technology, life sciences, manufacturing, and distribution. Rick is particularly valued for his willingness to stay close to the work, coach teams directly, and provide practical, timely solutions as tax laws and regulations evolve.
Education & Affiliations
Rick earned a Bachelor of Science in Business Administration and Accounting and a Master of Accounting from Appalachian State University.