Contact

Rich Li, CPA

Manager

Tax & Business Services

Rich is a manager in Wegner CPAs’ tax department. He joined Wegner CPAs in August 2021 and has over nine years of experience in public accounting. Rich enjoys working with a variety of clients including, pass-through entities, individuals, and tax-exempt organizations. He has expertise serving S Corporations and their shareholders. He also has expertise assisting tax-exempt organizations with their 990 and 990-T filings and state charitable organization and unrelated business income tax filings.

Rich specializes in the following areas:

Individual and business income tax planning and compliance
S Corporation and individual tax returns
Multi-state tax returns
990, 990-T, and state charitable organization and UBIT returns

Certified Public Accountant (CPA)

American Institute of Certified Public Accountants (AICPA)
Wisconsin Institute of Certified Public Accountants (WICPA)
Former Big Brother, Big Brother Big Sister of Dane County

Master of Science in Taxation, DePaul University
Master of Professional Accountancy, University of Wisconsin – Whitewater
Bachelor of Science, Biological Sciences, University of Wisconsin – Milwaukee

Office

Madison, WI

(608) 308-1628

Service Area

Business | Individual | Non-Profit

Specialties

Form 990 Preparation
Tax Planning & Compliance

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Authored Content

Two lesser well-known taxes that every individual with high-income should be aware of

09/22/22

Many taxpayers have a basic understanding of federal income tax and that federal income tax rates for individuals range from 10% to 37%. However, there are two lesser well-known taxes that every high-income individual…