Rick Hayes offers comprehensive tax and financial guidance to closely-held businesses (CHBs), high-net-worth individuals (HNIs) and their families, trusts, and estates. As a CPA trusted advisor to his clients, he draws upon his experience in public accounting (since 1990), investment banking (1983-1987), and retail consumer services (1981-1983).

He assists HNIs with strategic tax planning and compliance, charitable giving, family financial assistance (AFR loans, gifts), flow-through entities choice and use, like-kind exchanges, estate and trust distribution planning, and annual trust financial reporting.

Business and professional services, real estate (rental, development), wholesale and retail sales, and technology are the industries served by Rick.  He provides CHBs with services including strategic tax planning and compliance, compensation and benefits planning, changes in business legal structure (sole proprietorship, partnership, LLC, corporation), and merger/ acquisition/ sale transaction advice.

Rick holds a Bachelor of Arts degree from Cornell University (1983).  He is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. He lives in Mill Valley and enjoys the Marin outdoors regularly by either stand up paddling or surfing, mountain biking, or hiking.