David Rich, CPA

David founded Rich & Co. after seventeen years in federal tax enforcement and more than twenty-five years as a CPA.

From 2002 to 2011 he was a Revenue Agent in the IRS Small Business/Self-Employed Division, assigned to the Abusive Tax Avoidance Transactions program — the unit that examines the structures promoters sell to high-income taxpayers. From 2011 to 2019 he was a Special Agent with the Treasury Inspector General for Tax Administration, conducting criminal investigations involving the IRS and the tax system.

That background shapes how the firm works: planning is built to withstand examination, advice is given in plain language, and the client always knows what the firm is paid.

David also owns Southern Business Consulting LLC, the CPA firm that provides tax services to Rich & Co. clients. He serves as the firm's Chief Compliance Officer.

Certified Public Accountant (Georgia) · Investment Adviser Representative