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Rich
McDonnell, CPA
Partner, Tax
Private Client Services Co-leader
2000 University Avenue, Suite 201
East Palo Alto, CA 94303

Overview

Rich is a Certified Public Accountant licensed to practice in California and New York. He has over twenty-five years of experience; the first twenty years were with PricewaterhouseCoopers LLP. Rich focuses his practice on tax planning and income tax preparation for individuals. His experience includes minimizing federal and state tax liabilities, income tax projections and analyzing alternatives, identifying and researching complex tax issues, representing clients before the Internal Revenue Service and Franchise Tax Board.

Additionally, Rich presents seminars to educate employees of companies on tax planning and compliance issues related to stock options and the effect of ISO’s on alternative minimum tax. Current clients include high-net-worth individuals, corporate executives, stock option holders, venture capitalists and retirees.

Interesting Tidbit

Rich lived and worked in Japan from 1995 to 2000; played Lacrosse in college; scuba dives in places such as Micronesia for Wreck dives, the Great Barrier Reef, the Bahamas for Shark dives, and any other warm water diving he can find. Most importantly, he is the proud Dad of his two young boys.

Community

  • Board Member, Officer/Past President 2015/2016, ABC Mixer Chair - CalCPA Peninsula Silicon Valley Chapter
  • Member - Holy Family School Financial Counsel
  • Chair - BSA Holy Family Pack 286 Leadership Committee
  • Member – Community Leadership San Jose
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California, New York and New Jersey Societies of CPAs
  • Past Member – Palo Alto Business Forum
  • Past Board Member – Big Brothers/Big Sisters of Bergen County, New Jersey

Related Industry

Education

BBA/Public Accounting - Pace University, Westchester, New York