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Rick Welsch, CPA, CFP, PFS
Partner

Madison: (608) 442-1958

Rick Welsch, Partner, joined Wegner CPAs in 1974, becoming a partner in 1983. Also a Certified Financial Planner, Rick specializes in providing complete financial and tax consulting services to closely held companies and individuals in a variety of industries including construction, manufacturing, real state planning and hospitality.

Experienced in providing reliable information and practical solutions to his clients, Rick addresses each client’s needs, helping them to reduce their tax liabilities, find cost savings and navigate complicated tax challenges and financial situations. Working one-on-one, Rick helps his clients understand their many options and identify the best path to take.

With more than 35 years of experience, Rick provides expert-level services to his clients, including:

  • Compliance services such as tax return preparation
  • Transaction structure consulting for purchasing or selling a business
  • Estate and retirement planning

Certifications

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Personal Financial Specialist (PFS)

Professional and Community Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Personal Financial Planning Division of AICPA
  • Tax Division of AICPA
  • Wisconsin Transportation Builders Association (WTBA)
  • South Metropolitan Businessman’s Association (SMBA), Past President

Education

  • Bachelors degree, Accounting and Finance; University of Wisconsin-Madison

Just For Fun

Away from the office, Rick enjoys spending time with his family, as well as many outdoor activities. On his land “Up North,” he enjoys hunting and fishing – grouse and bear hunting are among his favorites.