Team
Your CPA & CFP® planning partner
Tax strategy and financial planning work best when they’re coordinated under one clear plan.
Daniel Richter, CPA, CFP®
Founder • CPA-Led Tax and Financial Planning
Daniel helps W-2 families and business owners reduce lifetime taxes and build calm,
coordinated financial plans. His approach blends proactive tax planning with
long-term strategy across retirement, investments, education, and business decisions.
Schedule a Discovery Call →
What is a CPA?
A Certified Public Accountant (CPA) is a state-licensed accounting professional
who meets education and experience requirements, passes a rigorous multi-part exam,
and maintains ongoing ethics and continuing education.
What is a CFP® professional?
A CFP® professional (CERTIFIED FINANCIAL PLANNER™ professional)
completes comprehensive financial planning education, passes the CFP® exam,
meets experience requirements, and commits to high ethical standards.