Our Story
"It was the result of a dream, a passion, a complete change of direction at an unexpected moment." - Rich Bingaman
This is how it all started. The moment where my emotions, that were driving me towards helping people navigate the complex world of finance, culminated with this firm emerging and taking form.
I would then strive to build a next generation accounting, tax and wealth management firm that is based on focused intention and unmitigated entrepreneurial spirit. Proper balance creates a team approach where pride in work results and clients appreciate what the team does for them. Clients prefer an organized structure within which to interact with their advisor. This structure is achieved with procedures and technology that integrate with the firm’s organizational workflow. Leadership is at the forefront of the firm’s vision for providing exceptional service to clients and a work environment where the team has fun doing the work and working with the clients.
We are here to help you navigate the complexities of your financial, tax, business and wealth accumulation challenges through open and education focused guidance tailored to your situation. Because you are unique, you require advice that fits your unique situation.
REB CPA, PLLC is a boutique public accounting firm with offices in Phoenix and Prescott, Arizona. The firm focuses on providing accounting, tax, business advisory and wealth management services based upon your very specific set of circumstances. The firm was founded by Richard E. Bingaman, who is a licensed Certified Public Accountant (CPA) and licensed Registered Investment Advisor, who provides the leadership and vision forging the firm’s focus on client relationships.
Redefining the Client-Advisor relationship.
In addition to making your best interests our first and only priority, we also strive to build relationships that are open, responsive, and inclusive.
How? Simple. We listen. We help you understand. We reach out. We take it personally.
We Listen.
First, you’ll notice that we listen. A lot. And we ask a lot of questions. That’s the best way for us to get to know you and your family and truly understand your plans for your money and your future. A well managed financial life with tax strategies you’re comfortable with are the goals of our relationship. By asking the right questions, we can explore your unique financial opportunities and challenges and arrive at the most effective solutions.
We Help You Understand.
Developing sound tax minimization strategies and optimizing the value of your business is an essential part of what we do and the cornerstone of your financial success, but our responsibility to you goes further. We make every effort to communicate complex matters in plain language, so you can feel engaged and in control. It’s why we take the extra time to explain the strategy behind the decisions.
We Reach Out.
As a boutique firm, we feel we’re the perfect size for clients who demand attentive, personalized service, but who also need an advisor with the expertise and resources to handle their most complex financial issues. When you work with us, you get big-firm benefits, such as our online client portal, where you can log in any time to see all your documents in one place, but you still get boutique service. You can pick up the phone and talk to us any time. The difference goes deeper. We take the initiative, so don’t be surprised when we reach out to you. It’s because we’re thinking about you and your situation, even when you’re not.
We Take it Personally.
Our goal is to deliver a level of service that’s more individualized and more personal than the norm. Personal service is hard to describe because it’s......personal. It’s different for every client, because every client’s needs are different. Meeting those needs, for every client every time, is how we define success.