Meet Daniel Richter, CPA, CFP®
Daniel founded Richter Tax & Advisory because he believes you deserve more than someone who just files your taxes once a year. You deserve an advisor who helps you think ahead, stay organized, and make confident financial decisions all year long.
A CPA and CFP® who sees the whole picture
Daniel is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®). That means he understands both the tax side and the financial planning side of your life, and can help you make decisions where those two things work together instead of against each other.
He started this firm with a simple idea: financial advice should be clear, practical, and easy to understand. Not full of jargon. Not overwhelming. Just honest guidance from someone who pays attention to the details and actually gets to know your situation.
Whether you're a family trying to make smarter tax decisions or a business owner who needs cleaner books and a better plan, Daniel's goal is the same: help you feel organized, informed, and in control of your money.
- Tax planning: year-round strategy with a licensed CPA, not just annual filing
- Financial planning: retirement, saving, big decisions, and life changes guided by a CFP®
- Bookkeeping: clean, accurate books with QuickBooks Online
- Plain-English advice: no jargon, no runaround
What's a CPA?
A Certified Public Accountant is someone who has passed a rigorous exam and is licensed by the state to handle taxes, accounting, and financial reporting. Think of it as the gold standard for tax expertise. It means deep training in how taxes actually work, not just how to fill out forms. When someone recommends a CPA for tax planning, this is the credential they're referring to.
What's a CFP®?
A CERTIFIED FINANCIAL PLANNER® is someone trained to look at your full financial picture: retirement, savings, insurance, investments, and long-term goals. When your advisor is both a CPA and a CFP®, it means your tax strategy and your financial goals are being built by the same person, not two different people who never talk to each other. This combination is uncommon and valuable.
Want to learn more?
Book a free call and meet Daniel. No pressure, no commitment. Just a conversation about your situation.
Book a Free Discovery Call