Richard Allen Vera

Current Employers

Employment History

• 03/2022 → Present
  Us Small Business Administration
  Lords Valley, PA
• 02/2020 → Present
  Vera-Cpa Inc
  Lords Valley, PA
• 08/2020 → 03/2022
  Defense Finance & Actg Serv
  Tobyhanna, PA
• 11/2018 → 08/2020
  Us Department Of Defense - Army
  Joint Base Mcguire-Dix-Lakehurst, NJ
• 11/2008 → 11/2018
  Us Bureau Of Alcohol, Tobacco, Firearms And Explosives
  Woodland Park, NJ
• 01/2021 → Present
  Intuit Inc.
  Lords Valley, PA
• 12/2008 → 12/2016
  Vera & Vera, Pa
  Hackensack, NJ
• 09/2023 → 12/2024
  Avantax Advisory Services
  Lords Valley, PA
• 03/2022 → Present
  Us Small Business Administration
  Lords Valley, PA
• 01/2021 → Present
  Intuit Inc.
  Lords Valley, PA

Previous Registrations

• 2023-09-14 → 2024-12-21
  Avantax Advisory Services
  Lords Valley, PA

Other Businesses

VERA-CPA INC POSITION: Shareholder NATURE: The following services are currently offered: Income Tax return preparation for both individuals and small businesses. Forensic accounting and fraud examination services related to both businesses and individuals including, financial reconstruction, loss analysis, preventative fraud audits/ checkups. Business consultations to determine the tax implications of entity choice and general financial consultations. Digital forensics computer and data analysis. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/05/2020 ADDRESS: 209 Remuda Drive, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: My duties include: Marketing Software selection / purchasing income tax return preparation forensic accounting / fraud examinations Digital forensic examinations HEMLOCK FARMS COMMUNITY ASSOCIATION POSITION: Finance Committee member NATURE: I serve as a Volunteer committee member of finance committee which is an advisory committee to the elected HOA board of Hemlock Farms and Hemlock Farms Community Association (HFCA). HFCA is a non-profit organization which manages the private gated community within which I live.HFCA manages dues collection, common area repair of HFCA facilities, road repair, water treatment and other community services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 1007 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: Top 5 duties::1. Attend monthly meetings lasting approximately 1 hour.2.Review budget proposals.3. Suggest cost savings measure to curb expenses.4. Ask budgetary questions to better identify cost savings.5. Read finance committee bylaws to assist in increasing overall knowledge. RENTAL PROPERTY POSITION: Owner NATURE: Duplex rental Buffalo, NY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 209 Remuda Dr, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: collect rent, arrange for maintenance, sign lease agreements. THE NATIONAL FOUNDATION FOR ANIMAL RESCUE POSITION: Trustee NATURE: The National Foundation for Animal Rescue (NFFAR) is a no-kill animal rescue organization based in northern New Jersey. NFFAR is an all-foster network committed to helping cats and dogs in need of homes.The purpose of the foundation is to provide medical assistance, foster homes, and adoption services to previously lost, abandoned, abused, or neglected animals in the New Jersey area as well as assisting animals and people in other states. Almost all the animals the foundation rescues require immediate medical attention. NFFAR never turns away or euthanizes an animal because of the expense involved in returning them to good health. All of their rescued animals are evaluated for temperament, examined by a veterinarian, vaccinated, and spayed or neutered, if age appropriate. They then receive monthly flea/tick preventative. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 54 Skytop Drive, Mahwah NJ 07430, United States DESCRIPTION: 1. Meet with trustees periodically.2. Complete annual 990 income non-profit tax return3. Answer question posed by the foundation's full charge bookkeeper for yearendadjustments impacting tax return preparation.4. Assist in animal transportation.5. Assist with feral animal trapping. ESTATE OF CESAR A SANTANA POSITION: Executor NATURE: Executor of the estate of Cesar A Santana - deceased INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2023 ADDRESS: 209 Remuda Dr, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: Executor of the estate of Cesar A Santana. Duties:1. Gather assets2. Pay liabilities3. Distribute assets4. Ensure tax return is completed, if required to be filed.5. Maintain records.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-02-16

Designations

Other Names

• Richard A Vera
• Rich Vera
• Richard Vera