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Rich Li, CPA

Tax & Business Services | Manager

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