Richard A Vera II, CFP®, CPA, MBA, MS, CFE
Registered Investment Advisor
Personal Financial Specialist (TM)
Psychological Financial Planning Specialist
About us
About Us
After the 9/11 attacks Rich joined a newly formed all-volunteer group within the American Institute of Certified Public Accountants (AICPA) specifically designed to provide Pro Bono financial planning and tax services to 9/11 victims and their families.
Rich is seasoned professional with in depth experience in individual and business taxes, financial planning and finance, civil and criminal financial investigation, and business consultation.
Financial Planning
Our process is based on the core philosophy that investment and financial decisions should be made within the context of of an overall plan tailored to your unique life situation.
"If you fail to plan, you are planning to fail." - Ben Franklin
Forensic Accounting / Fraud Examination
Forensic Accounting / Fraud Examination
Forensic Accounting / Fraud Examination
If you were a victim of fraud we have the required experience in civil and criminal financial investigation and financial expert witness testimony to help. With years of financial and investigative experience, including at top federal agencies like the US Justice Department, US Department of Homeland Security, and the US Small Business Administration, we can analyze complex financial evidence to arrive at the truth.
"You can follow the action, which gets you good pictures. You can follow your instincts, which'll probably get you in trouble. Or, you can follow the money, which nine times out of ten will get you closer to the truth." - The Two Jakes
Income Tax Preparation
Forensic Accounting / Fraud Examination
Forensic Accounting / Fraud Examination
Tax laws are both voluminous and complicated. We are recognized experts in individual and business income tax matters both from a tax preparation and quality control perspective.
“The hardest thing in the world to understand is income taxes.” - Albert Einstein