Rick J. Taylor, CPA

National Tax Office Leader

With over 30 years of experience, Rick Taylor is the leader of the firmwide tax practice of Wipfli LLP, where he coordinates the strategic direction of the firm’s tax practice, develops new planning techniques, and provides a wide range of technical tax services to the firm’s clients.

Rick has co-authored three technical tax books and is frequently quoted in newspapers and business periodicals. He was a developer and domain expert for two popular tax planning software programs.

• Certified Public Accountant

• WICPA’s Distinguished Career Award recipient for 2011
• Elijah Watts Sells Award for one of the top scores on CPA Examination
• Meldman, Case & Weine Award for top tax graduate with MS in Taxation

• American Institute of Certified Public Accountants (AICPA) - Member
• Wisconsin Institute of Certified Public Accountants (WICPA) - Member
• Frequent national speaker for professional and business organizations:  AICPA; the New York, Ohio, Florida, and Wisconsin Societies of CPAs; the Financial Planning Association; and the Society of Financial Service Professionals
• Co-author of three technical tax books
• Developer and domain expert for two popular tax planning software programs