Broker Check


I am Rick Zyczkiewicz and thank you very much for visiting our website. If you are a first time visitor, I recommend that you click on the "resources" link to take advantage of the extensive number of articles, videos, and calculators, along with a tax library that will suit your financial and tax planning needs. This information is updated frequently so please return often to stay up-to-date on the issues that could affect you personally. If you are visiting our site because you are in need of a CPA, please consider the following:

Similarly to choosing a physician who addresses your specific health care needs, choosing a CPA who will address your particular business and personal needs is very important. Many CPAs choose a particular area to work in such as audit, tax, or even a particular industry such as manufacturing. As for our firm, we focus on the most important clients in business, the entrepreneur.

After twenty five years working in various CPA roles in both privately owned and publicly traded organizations, I am very familiar with entrepreneurial challenges and solutions. Challenges such as accounting, budgeting, operations, payroll, compliance, and of course taxes, are not unique to entrepreneurs; however, with their limited resources, the solutions certainly are and could vary from business to business. The good news is entrepreneurs have that strong passion for their business which is why we are passionate about serving and helping them to achieve their business and financial goals.

If you are in business or planning to start one, I invite to take advantage of our free consultation. Always focusing on your best interest, we will ask questions but do more listening to understand your needs and objectives. Our mission is to help you maximize the tax and wealth management opportunities available to you and your business.

Thank you again for visiting our website.


Rick Zyczkiewicz CPA MBA

<strong>We Work For You</strong>

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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