About

Since our founding in 1988, Richard Welling LLP has grown into one of the premier tax compliance and consulting firms for the investment management and real estate industries.  Our clients range from global asset management and investment firms, to major real estate developers and operators. We also serve private clients with investment and real estate activities such as business owners, executives, family offices, trusts, and estates.  Regardless of size, we provide our clients with comprehensive and integrated solutions to their complex tax issues.

FOCUS

Due to our industry focus we provide extraordinary value and relevant expertise to our investment management and real estate clients.  We are able to perform our services efficiently and effectively, resulting in on-time delivery and added value.  Our select private clients receive personalized service plus the dividends accruing from our expertise in investments and real estate.

EXPERIENCE

Our CPAs are among the best in the industry.  With Big Four backgrounds and masters in taxation our staff possess an in-depth understanding of the unique and complicated issues faced by our clients.  Our partners are integrally involved in each engagement – ensuring every project receives the benefits of their seasoned judgment and focused experience.

COMMUNICATION AND FLEXIBILITY

We’re available – and ready to respond.  Whether you’re hopping on a plane, in the office working on an urgent project, or getting ready to begin a new venture, we’re here for you.  We pride ourselves in being able to provide relevant and practical solutions to your knotty tax questions, and get the job done right and on time, no matter the circumstances.

Richard Welling, CPA

Managing Partner

Richard Welling has over 30 years of experience solving complex tax problems for clients in the investment management and real estate industries.  He focuses on strategic business tax planning, combining deep technical expertise with entrepreneurial thinking.  Richard was a Tax manager at Arthur Andersen, and holds a BS in Accounting and Finance from California State University, Long Beach.

James Chung, CPA

Partner

James Chung has over fifteen years managing the tax function of clients in investment management and real estate industries.  He holds an MS in Taxation from Golden State University and a BA in Business Economics from the University of California, Los Angeles.  Before starting his career at Richard Welling LLP, James worked at Deloitte, and served eight years with the United States Marine Corps.