I have built my practice over the last 25 years strictly by referrals. That is why it is hard for me to say that I am no longer accepting new clients by referral or not. Please do not contact me to make special requests, I do not think it is ethical or fair to make any exceptions.

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Services Report

Investment tax planning strategies as alternatives to CDs, savings accounts, and taxable stock and mutual fund investments. Tax returns and filing instructions have been prepared for 100's of individual clients each year.

Tax Planning Report

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Financial Services Disclaimer Report

As a Registered Representative of Equitable Advisors, LLC I provide financial services and products. These products & services are not related to the tax and accounting services provided by Rick Felling, CPA. The financial tools on this web-site are provided as a courtesy to clients of Rick Felling, CPA and are not provided by Equitable Advisors, LLC.

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