Rick is a Certified Public Accountant licensed to practice in the State of California. After receiving a Bachelor’s in Economics with a minor in Accounting from UCLA, he began work in the public accounting field. Knowing that he wanted to establish his own practice someday, he opted for the hands-on client experience at various mid-size accounting firms in the Los Angeles area. Upon moving to the Bay Area with his wife in 2016, he and Eric decided to open Server & Associates as a full-time family operation. Rick carries a vast technical knowledge of both individual and business taxation and continues to apply the strategies he has developed over the years to the benefit of his clients. He is also an Enrolled Agent licensed to practice before the Internal Revenue Service.
Meet More Team Members
Eric Server
Founder/Partner