Marilyn Rico, CPA

We want to create and foster a long-term relationship with our clients by providing personalized, "human approach" tax, accounting, financial guidance and advice through goal setting, planning, implementation, education, and encouragement to achieve our client's goals.

  
What we do

We provide accounting, tax, business and personal financial planning for small businesses and individuals.  We work with our clients to provide personalized and collaborative solutions to meet our client's goals and objectives.  We do this by listening to our clients to create a custom tailored and realistic solution.

About Marilyn

Marilyn Rico, CPA, CFP® has over 20 years of experience working with businesses and individuals in the area of tax planning and preparation, accounting, business advisory, business & personal financial planning, and tax audit representation. 

Marilyn gained her experience through a series of tax, audit and business management positions starting at the California Franchise Tax Board as Tax Auditor, Deloitte & Touche LLP as a Tax Manager working with corporations and partnerships, and Breslauer & Rutman as a Business Manager focusing on tax, personal and business planning.

Marilyn is a Certified Public Accountant licensed by the California Board of Accountancy and a Certified Financial Planner^TM certificant.