Susan Richman, CPA

Sue graduated from UCLA in 1984 with a B.A. in Economics / Business. She received her CPA certification in 1986.

Sue began her professional career at Seidman and Seidman (now BDO Seidman) in the auditing department. She worked on clients as diverse as a major not-for-profit hospital, a Formula One engine design firm, and a vitamin manufacturer.

With her diverse background, Sue decided to strike out on her own in 1993. She founded RD Group in 2003, and has expanded the practice into bookkeeping and business management.

Sue is a member of the American Society of Certified Public Accountants.

Adam Yorkshire, CPA

Adam graduated from Woodbury University with a B.S. in Accountancy, and immediately undertook and passed the California CPA examination.

Adam's experience with intrastate and international tax allow him to easily service clients of many different industries. With a focus on business management and tax, Adam's ever-expanding practice assists a broad variety of individual and corporate clients with reaching their long-term financial goals, as well as easing day-to-day operations. Adam's unique approach to business management accounts for the subtle nuances of each industry and each client. With an unparalleled satisfaction and client retention rate, Adam and Richman Yorkshire Management are uniquely positioned to benefit individuals and businesses in a progressive and ever-changing business environment.

Income Tax Preparation

We prepare individual, corporate, partnership, and trust tax returns. We use the latest tax preparation and research software, enabling us to both efficiently prepare your returns and keep up to date on the latest tax law changes.

Tax Planning

We use the latest strategies and information to assist our clients in tax planning. We emphasize communication throughout the year. The last thing we want is for our clients to have an "April surprise".

Bookkeeping / Write-up

Good bookkeeping records are more than just the basis for your annual tax filings. Timely bookkeeping reports provide you with crucial information on the health of your business. We can tailor our services to the level of assistance you need, ranging from annual updates to weekly bill paying.

Business Management

Business management is a level of comprehensive financial and personal services. It allows the successful professional to delegate their day-to-day tasks to our office in order to concentrate on their careers. We work cooperatively with other professional service providers, such as agents, attorneys, mortgage lenders, insurance brokers and financial advisors to assist our clients in managing all aspects of their personal and business matters. Business management services can include:

• Bookkeeping / Check Writing
• Billing and collecting receivables
• Customized financial reports
• Tax planning and preparation
• Insurance Coordination - Personal, Commercial & Health
• Assistance with real estate and large asset purchases
• Coordination with investment advisors
• Implementing Retirement / Pension Plans

Miscellaneous Tax Filings

We can assist you in the preparation of various filings, including:

• Sales tax
• Payroll tax
• Business property filings[/monitor]
• Business licenses

Audit Representation

Professional representation can be vital during an audit. We have experience in dealing with both the Internal Revenue Service and with various state and local taxing authorities. If you have selected for audit, utilizing us as your representative can help keep your worries at bay. We will help you organize any documentation you may need to provide, and will meet with the auditor on your behalf.

On-site Training

Many of our clients do their own bookkeeping. The most common programs are Quicken and QuickBooks, but we are familiar with a number of other software packages. We can assist you with choosing the right product, installing the program, customizing the chart of accounts, and learning the various functions of the programs. We don't just help you use the software, we help you use it more efficiently and effectively.