Services for Individuals

At Homa Rickert CPAs, we believe in building partnership-like connections with our customers. We work to find the best solutions for our clients so they can succeed and reach their goals.

Tax Services

Tax planning and preparation are very important to make sure you're filing your taxes correctly. Homa Rickert CPAs can help you file perfectly, making sure you are getting all the deductions and returns you deserve.

Personal Financial Planning and Goal Setting

It's important to set up a financial plan with a professional to best build and preserve your personal wealth. Are you planning to or currently saving for college education, investment goals, or have an emergency fund for you and your family? We can help you with all of that. We partner with financial planners to customize a financial plan or financial goal setting tailored to each clients specific needs. We work closely with them to ensure our clients are set up for financial success.

All of Our Services for Individuals

Tax Planning

Estate and Trust Planning

Income Tax Preparation

Personal Finance Statements

Budgeting

Retirement Planning

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