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The best way to get started is to fill out our Work With Us form. It gives us the details we need so our first conversation is focused and useful. Prefer to talk first? You can book a discovery call instead.

Start here: Work With Us

Tell us a little about yourself and what you're looking for. The form takes just a few minutes and opens in a new tab. Once you submit, we'll review it and follow up with the next steps.

Start the Work With Us Form →

Prefer to talk first?

Book a discovery call at 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.

Prefer email?

You can reach us anytime at drichter@richtertax.com or by phone at 1-646-531-6825. We respond within 1 to 2 business days.

Please don't send confidential documents or sensitive personal information by email. We'll set up a secure method once we're working together.

Email and social

Email: drichter@richtertax.com
LinkedIn: Daniel Richter, CPA, CFP®
Facebook: Richter Tax & Advisory
Instagram: @richtertax
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