Know someone we can help?

The biggest compliment we can receive is a referral. If you know a friend, family member, colleague, or business owner who could use clear, proactive tax and financial guidance, we'd be honored to help them too.

How it works

• Fill out our short, secure referral form with your information and your referral's details. It opens in a new tab.
• We'll reach out to them to introduce ourselves and see how we can help.
• There's no obligation for you or the person you refer. We'll always treat them with the same care and clarity we bring to every client.

Referral Form

Thank you for thinking of us. Just click below to open the referral form, and we'll take it from there.

Questions about referring someone? Reach us at drichter@richtertax.com or 1-646-531-6825.