Rick Westerfield - Briggs & Veselka

Tax Partner, CPA

About Rick

OverviewTechnical HighlightsProfessionalCertificationsEducation

Overview

For over 35 years, Rick has been successfully advising, counseling, and strategizing with business leaders and clients.

Rick helps clients cement their foundation for success and adapt to the ever-changing landscape in both the regulatory and financial environments.

Rick is adept at understanding, communicating, and implementing complex tax-related and advisory planning solutions and ideas in plain terms.

This enables his clients to quickly see best practices and navigate clear pathways to tax minimization and financial successes.

Technical Highlights

  • Individual, Pass-Thru Entity, Corporate and Trust Tax Planning and Consulting
  • Legacy Planning Matters – Including Estate, Gift and Trust Planning
  • Choice of Entity Selection

Professional

  • Member of the Texas Society of Certified Public Accountants (TXCPA) and its Houston Chapter
  • Member of the American Institute of Certified Public Accountants (AICPA)

Certifications

Certified Public Accountant - Texas

Education

  • Baylor University
    • Concentration in Accounting

Contact Rick

Submit

Rick's Expertise

Filter by:
ServicesIndustriesAll
Desktop Tablet Mobile