Richard S. Willinger

Richard S. Willinger

CPA, MST, CGMA Managing Director at The Mercadien Group and Principal at Mercadien, P.C., Certified Public Accountants

Tax Advisory, Business & Financial Consulting, Private Company Services, Succession & Exit Planning

609-689-2312


For Rick Willinger, it’s all about the clients. Rick is a Managing Director and Principal with Mercadien, who leads the firm’s tax department and works with individuals and businesses. Quarterbacking for his clients, Rick advises them through major life or business events, such as buying or selling a business, succession and exit planning, or sending children to college, planning for retirement, or planning for care for elderly family members. He reminds his clients of author, Shiv Khera’s words, “Positive action with positive thinking results in success.” He has extensive knowledge on the regulations business owner face and assists his clients in navigating them to improve their business.

Rick truly enjoys meeting face-to-face with his clients. He feels that he gets a better understanding of their needs, and even uncovers new needs, just by having a conversation. He will set up a series of meetings if clients need to discuss items in depth, or he will advise clients over the phone. Rick always makes his schedule work for his clients.

Rick started his career working as an entry level auditor at a Big Four firm. After a few years, he changed his focus to tax and worked his way up the ranks to eventually become a partner. When Rick joined Mercadien 20 years ago, the tax group consisted of four people. He had the pleasure of watching and helping the firm grow and see a shift toward specialization.


Personal Fact: Rick enjoys spending time with his wife and three grown children and taking family vacations to Aruba. While he’s not a golf enthusiast, Rick does enjoy going out on the course.


Insights

A Discussion on COVID-19 & Its Impact on Organizations

Mercadien Managing Directors Kyle Neeld, Lee Boss, Sherise (Sherry) Ritter and Frank Pina all sat down online and had an open discussion answering frequently asked questions as it relates to the COVID-19 crisis and the impact it is having on organizations. Below are the highlights that came out of that discussion. Frank: What prompted Mercadien…

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Mercadien Webinar Replay: CARES Act – Tax & Financial Reporting Considerations

Managing Directors Frank Pina, CPA, Lee D. Boss, CPA, MBA, & Rick Willinger, CPA, MST, presented a webinar CARES Act – Tax & Financial Reporting Considerations on Tuesday, April 14th. During the webinar, they went over: Background on the CARES Act Tax Impacts for Individuals & Businesses Financial Reporting Considerations: COVID 19 note disclosures to…

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Tax Notice 2020-18: What You Need to Know

This week in Notice 2020-18, the Treasury Department and the Internal Revenue Service (IRS) announced special federal income tax return filing and payment relief in response to the ongoing Coronavirus (COVID-19) emergency.  This notice expands on and supersedes 2020-17 issued on March 18, 2020.  Just as news of the virus changes frequently, so does the…

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