Rick is a member of the Property Management & Development team. In this role, he reviews monthly financials, assists in year-end audit preparation and ensures compliance with lender reporting requirements. He is actively involved in the preparation of monthly property financial statements as well as partnership, corporate and individual tax returns.
Rick trains TASSI team members and client staff to establish and maintain effective accounting controls and procedures while providing ongoing support to property managers. His technical experience includes a variety of software packages such as Ultra Tax CS, Timberline, Yardi, and QuickBooks.
Rick began his career in public accounting with a small accounting firm where he prepared monthly business financials as well as annual partnership, corporation and personal tax returns for clientele ranging from small businesses to large corporations. Rick then spent the next several years at one of the country’s largest waste disposal companies overseeing monthly financial close, processing and reporting and forecasting and budgeting.
Rick earned a Bachelor of Science in Accounting from Elmhurst College and is in the process of becoming a Certified Public Accountant.