2013 coaching

Rick Smith

schedule a free consultation

How can I be of service to you?



+1(805) 485-7965

405 E. Esplanade Drive 3rd Floor

Oxnard CA 93036


2013 coaching

Giving clients options for them to select from in arriving at the result that best suits their situation and desires.

q & a

What characteristics do your favorite clients share?

Clients value the service they receive by being proactive by supplying good questions with good follow through.

Why should a client hire you?

Proactive, caring & timely advice. Always someone at the firm willing to answer client questions even when the primary contact is not available.

Describe a time where you went beyond expectations when working with a client.

Client forced to sell ranch to governmental entity.. Found way to reduce tax by not selling trees which by leasing property back from governmental entity.

What single project or task would you consider your most significant accomplishment in your career to date?

Helping long time elderly clients transition from taking care of themselves to finding ways to make their life easier.


University of Southern California

Bachelor of Accounting


University of Southern California

Master of Business administration



Soares, Sandall, Bernacchi & Petrovich, LLP

Oxnard, CA

06/0174 - present

business info

Soares, Sandall, Bernacchi & Petrovich, LLP

oldest and largest CPA firm in Ventura County CA


Established 1947

personal service primary goal; audit/review, tax planning and return preparation; small business advice and work; controller hlep


I travel to my clients
My clients travel to me
I meet with clients over the phone or internet


Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning

fee structure

Hourly fees

Typical Client Assets

$100K to 500K

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