Our People
Rich McDonnell

Rich McDonnell

CPA
Partner, Tax
Private Client Services Leader
Community Outreach Liaison Leader
Location: Menlo Park |
Industries: Technology

Rich is a Certified Public Accountant licensed to practice in California and New York. He has over 30 years of experience; the first 20 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 qualified small business stock (QSBS), stock options and the effect of ISOs on alternative minimum tax. Current clients include founders and early employees of technology companies, high-net-worth individuals, corporate executives, stock option holders, venture capitalists and retirees.

Rich McDonnell holds an active CPA license in California, New Jersey and New York.

Quick Facts

Certifications

Certified Public Accountant

Community
  • Board Member, Officer/Past President 2015/2016, ABC Mixer Chair – CalCPA Peninsula Silicon Valley Chapter
  • Member – Holy Family School Financial Counsel
  • Past Chair, Current Committee Member – 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
Education

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