AT SIMON LEVER
With more than four decades of expertise, Rick has a well-earned reputation for guiding clients with reliable tax planning, tax compliance, accounting, and business consulting. He puts his extensive experience, insights, and resources to work for clients, helping them build their financial advantage with proactive, forward-looking strategies.
Rick works from Simon Lever’s Wormleysburg, PA office to assist capital-region individuals, families, and businesses with straightforward guidance on tax strategy, accounting and bookkeeping systems, mergers and acquisitions, and audits. His expertise spans a range of industries, including manufacturing, retail, service, and real estate. Rick also specializes in helping medical practices leverage sound accounting processes to manage cash flow, maximize patient care resources, and stay compliant with constantly shifting regulations.
Rick served as Partner in the Wormleysburg, PA-based Pfister and Rompalo PC before the company merged with Simon Lever in 2015. The merger of the CPA and advisory firms offered their clients expanded expertise and resources from a growing team firmly grounded in shared values like honesty, integrity, and hard work.
EDUCATION & CERTIFICATIONS
- B.S. Business Administration, Bloomsburg University
- Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS
- Pennsylvania Institute of Certified Public Accountants, Member