Rich McDonnell
Community Outreach Liaison Leader
Rich is a Certified Public Accountant licensed in California and New York. He has nearly 40 years of experience, the first 20 of which were with a Big Four firm.
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, and 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 and New York.
Quick facts
- Certifications
Certified Public Accountant
- Community
- Board Member – Bellarmine Dad’s Club
- Member – Community Leadership San Jose
- Member – American Institute of Certified Public Accountants (AICPA)
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – New York State Society of Certified Public Accountants (NYSSCPA)
- Past Board Member, Officer/President, ABC Mixer Chair – CalCPA Peninsula Silicon Valley Chapter
- Past Member – Holy Family School Financial Advisory Committee and School Advisory Committee
- Past Assistant Scout Master – Holy Family Troop 286
- Past Chair, Committee Member, Den Leader – BSA Holy Family Pack 286
- Past Member – Palo Alto Business Forum
- Past Board Member – Big Brothers/Big Sisters of Bergen County, New Jersey
- Education
BBA/Public Accounting – Pace University