CFO Rick, Inc. is a San Francisco-based accounting firm that offers a portfolio of experience, knowledge and satisfied clients to all who are in need of financial guidance. We believe in helping you achieve your maximum financial potential and security in both your business and personal lives. By contributing our expertise and resources to your business strategy, we can help predict the future viability and profitability of your industry.
Ever since Rick Belgarde took an intro accounting course in high school, he's wanted to work in accounting. After graduating with a business degree in accounting, he got his start as the accountant for Capital Drive In, one of the most profitable drive-in movie theaters in the US at the time. Rick's passion for contract negotiation began when he was Revenue Manager for Paramount's Great America, negotiating multimillion dollar contracts.
Ever since Rick Belgarde took an intro accounting course in high school, he's wanted to work in accounting. After graduating with a business degree in accounting, he got his start as the accountant for Capital Drive In, one of the most profitable drive-in movie theaters in the US at the time. Rick's passion for contract negotiation began when he was Revenue Manager for Paramount's Great America, negotiating multimillion dollar contracts.
Services
CFO Rick offers all the services that a typical in-house accounting department provides, except we devote more personal attention to your financial well-being than anyone else. The team at CFO Rick has expierence managing the books of multiple companies. We manage payroll, handle deposits, provide financial reports, keep on eye on sales tax needs, reconcile bank statements to accounting systems like Quickbooks and can help during IRS audits.
In its history, CFO Rick has worked with numerous families and individuals of high net worth in the SF Bay Area with their accounting and investing needs. We provide our customers with the right types of reports and financials, so they can make the most informed investments. We watch the markets every day for our clients.
Don't let personal tax returns and preparing for them scare you. We have been doing personal taxes for individuals and families for decades. We will take the stress out of tax preparation for you and find you the best way to maxmize your deductions and credits. Taxes are complicated and we know how to simplify the tax code so you can get the maximum number of deductions and tax credits.
Business Tax returns can be complicated and overwhelming. CFORick's business tax return services make it easy for businesses to focus on running their business, while the CFORick team keeps an eye on your taxes for you. We have over two decades of business tax return preparation experience. We have worked with companies of varying sizes to make sure their tax returns are prepared with accuracy and honesty.
Reviews (18)
Wilson Tengnguyen
Dec 05, 2020
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Peter Adly
Aug 15, 2020
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Seth Borneman
Aug 05, 2020
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Wonderful first place of work for students/recent graduates. A real "foot-in-the-door" opportunity. Requires hard work, you will learn much more quickly than at other firms. Not for the feint of heart. Rick is exceptionally knowledgeable, Warren is an excellent interpersonal manager, and (more than) competent accountant.
Min P.
Mar 07, 2020
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Lindsay A.
Aug 20, 2018
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I have to agree with many of the other reviews here. We had a terrible time trying to work with Rick. He was incredibly rude over email and on the phone, telling us at one point he "didn't have time for our questions" when we asked why we were being billed for certain tasks. We found we were charged for services we didn't know we had received or agreed to, and at times had trouble getting responses from his office or getting attention to basic tasks we had hired him to help with. We eventually paid up and left, simple to stop having to deal with him, having received none of
Daniel B.
Feb 13, 2015
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This man knows what he is talking about and will give you honest information. He reviewed my previous tax returns and concluded that my current CPA was doing a fine job and was cheaper. Amazing. After that we discussed possible investments that I was considering and he had excellent advice and things to think about. I will definitely be calling him to discuss future business and personal investments. If my CPA drops the ball or I am not happy with his service (the main reason I went to Rick in the first place), CFO Rick will be my first and only stop.
Tim G.
Mar 11, 2014
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Jill M.
May 11, 2012
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After filing my 2011 taxes, I contacted CFO Rick to help me correct an error on my 2010 taxes. His office responded immediately to schedule an appointment that week. Rick personally called to cancel my appointment because he was going out of town. I have now contacted their office 3 times to reschedule, and have not gotten a response. While initially impressed, ultimately a disappointing experience. I suggest taking your business somewhere else.
Jacob R.
Jul 06, 2011
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The service that CFO rick and his team give is exceptional. The IRS had an issue with my ammended return. Rick, the owner of the company actually got on the phone with the IRS and conferenced me in. I would have never been able to do this on my own. The IRS person was not the easiest to deal with. Rick was able to get the situation resolved and was very calm and cheerful during the entire interaction. I would highly reccomend CFO rick ifyou are looking for EXCELLENT Service and someone to be your advocate with the IRS.
Jake M.
May 16, 2011
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These guys seem great so far. I found them on Gilt City, and it worked out better than I could have imagined. They are very attentive and patient, truly seem interested in building a long term relationship, and they also seem trustworthy. Without the coupon they're probably not super cheap, but I consider this to be a good investment.
R. Q.
Apr 18, 2011
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This is my first year using CFO Rick. He has had my information for a month and has never given me an update. Ten days before tax day he promised a list of questions for me to answer. I never got them. I have called and emailed numberous times and had no response. The only way to reach anyone is to speed dial the office until someone picks up. It is now tax day and I have no idea if my return will be filed or if I owe money. He is the most irresponsible, unresponsive professional I have ever encountered -- never met a lawyer, doctor, dentist, hair dresser, manicurist, dog trainer, pest control
S. F.
Mar 11, 2010
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Andy D.
Feb 23, 2010
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This is my first year having a professional accounting firm do my personal taxes, I was quite pleased! I was hesitant, being that I only used on-line tax services for the past several years, but Rick and his staff exceeded my expectations. Not only did Rick counsel me on the importance of financial planning in my 20's but he also went line by line on both of my returns. I felt like I was one of his VIP clients, I was greeted by a very friendly staff and left his office with an exceptional tax return!!
I have to say, I was very, very impressed with the advice and financial services I received
I have to say, I was very, very impressed with the advice and financial services I received
Jamie M.
Nov 30, 2009
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Sara T.
Nov 30, 2009
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Jessica B.
Nov 21, 2009
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CFO Rick has done my personal taxes for the last two years. A friend recommended him to me, and I couldn't be more satisfied.
Not only was he less expensive than H&R Block (who I had been using), but his team was very thorough. They sat down with me to make sure I understood what they were doing and where I could save more money. The review booklet they gave me at the end was a nice touch too.
I'll definitely be going back for my 2009 taxes.
Not only was he less expensive than H&R Block (who I had been using), but his team was very thorough. They sat down with me to make sure I understood what they were doing and where I could save more money. The review booklet they gave me at the end was a nice touch too.
I'll definitely be going back for my 2009 taxes.
Dayna V.
Jun 27, 2008
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I'm starting to think that Brett has something personal against Rick (and frankly it makes me wonder about his judgment of Rick's professionalism). While his first review seemed like he was just trying be helpful, his latest update is more revealing of his real agenda. I hate it when people use Yelp to take personal shots at . Other readers, beware.
Alex B.
Jun 12, 2008
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I have been a client of CFORick for five plus years. They handle my personal and business accounting, provide me with financial planning and advisory services, and have been a referral resource for legal and insurance services for my business. CFORick provides a full menu of services that allows me to focus on growing my business and have confidence that I am meeting all reporting and filing requirements, while saving me thousands of dollars through better tax planning and financial management.
