Senior Tax & Professional Services Manager

Rich provides a variety of professional services to individual and business clients.  In addition to tax preparation and tax planning services, he consults with clients on individual financial services, business start-up, and ongoing financial management.

He began his career in the public accounting firm of Touche Ross & Co., a predecessor to Deloitte & Touche.  He joined one of the firm's Fortune 500 clients in the audit department and advanced to Assistant Corporate Controller and then Director of Finance for various newly acquired companies.  These positions allowed Rich to explore taxation in various states.  After leaving the corporate environment, Rich operated his own financial services firm before joining Morling & Company in 2007.

Rich can be reached at 415-956-9500 extension 114 or by email at rich@morling.com.