Get in touch
Let's talk
The easiest way to get started is to book a free discovery call. It's a casual conversation with no commitment. You can also send a question below and we'll get back to you.
Book a call
Pick a time that works for you. We'll spend about 15 to 20 minutes learning about your situation, answering your questions, and figuring out if we're a good fit. No pressure.
Please don't send confidential documents or sensitive personal information through this page. We'll set up a secure method once we're working together.
Send a question
Not ready for a call? No problem. Tell us a little about yourself and what you're looking for, and we'll follow up.
Email and social
Email: drichter@richtertax.com
LinkedIn: Daniel Richter, CPA, CFP®
Facebook: Richter Tax & Advisory
Instagram: @richtertax
X: @richtertax