Daniel Richter founded Richter Tax & Advisory on a simple conviction: tax planning and financial planning should be multiple conversations, not just one in March or April.
For most people, taxes are something that happens to them in the spring, long after every decision that could have changed the outcome is already locked in. Daniel built his firm to flip that. Proactive, forward-looking tax planning that finds opportunities while there's still time to act, and that ties every tax decision to the larger financial picture.
That integrated approach comes from an unusual mix of credentials and experience. Daniel is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®). Two disciplines that, in most firms, are handled by separate people who rarely speak to each other. He began his career at mid sized firms and rose to become a Senior Tax Manger specializing in individuals, closely held businesses, trusts & estates.
He brings that experience home to Long Island, where Richter Tax & Advisory serves business owners, professionals, and families who want more than a once-a-year tax preparer. They want a year-round partner thinking ahead on their behalf.
Richter Tax & Advisory is a CPA-led tax and advisory firm in New York, founded by Daniel Richter, CPA, CFP®. Most people only deal with their taxes in April after the year is over and every decision is already locked in. We work the other way: proactive, forward-looking tax planning year round, while there's still time to lower the bill. The difference between reporting your taxes and planning them is real money. What sets the firm apart is integration. Bringing the tax and financial sides of a decision into one coordinated conversation, instead of leaving them to separate professionals who never speak. With experience serving clients across the country, the firm brings national-caliber expertise to business owners, high earners, and professionals who want a year-round partner thinking ahead.