Our Staff
Expert Professionals
Principal
R. Joseph Ritter, Jr. CFP® EA
R. Joseph Ritter, Jr. is the founder of Somerset Tax Partners, LLC and a Certified Financial Planner® Professional and Enrolled Agent. With decades of experience in tax preparation, planning, and financial counseling, Joe brings a thoughtful, client-focused approach to helping individuals and small family-run businesses navigate complex tax matters. His background includes advanced tax research, fiduciary services, and business financial management, allowing him to provide reliable guidance grounded in compliance and long-term planning.
Phone
Office Location
Tina Wright
Client Relationship Manager
Tina brings over a decade of experience in office administration and upper-branch management to Somerset Tax Partners, LLC. Since joining the firm in 2023, she has guided new business clients through the onboarding process while serving as their primary point of contact. Her dedication to client service, organization, and communication helps ensure a smooth and personalized experience for every client.
Leah Ritter, CB
Bookkeeping Manager
Since joining Somerset Tax Partners, LLC when she was a junior in high school, Leah has earned the Certified Bookkeeper designation through the American Institute of Professional Bookkeepers, an Associate of Arts degree from Wake Technical Community College, and certification as a QuickBooks Online Certified ProAdvisor. She received advanced training in multi-million dollar nonprofit accounting, including fund accounting and financial reporting, and specializes in advanced small-business bookkeeping, QuickBooks integrations, complex accounting processes, and business tax return review. Her technical expertise and attention to detail help ensure our clients receive accurate, reliable financial records and exceptional bookkeeping support.
Ekaterina Thomas
Bookkeeper and Tax Assistant
Emma Wright
Administrative Assistant
We Are Your Partner in Tax and Accounting Planning
Work Steps
Our Work Process
Make a Plan
We start by understanding your unique financial situation. Through a one-on-one consultation, we review your goals, income, business structure, and tax history to identify opportunities and challenges before taking action.
Cost Calculating
Next, we analyze your numbers in detail. This includes evaluating tax exposure, compliance requirements, and potential savings so you clearly understand your obligations—and your opportunities—before moving forward.
Strategic Execution
With a solid plan in place, we implement proactive tax planning, accurate bookkeeping, and reliable accounting strategies designed to support your tax planning goals and long-term financial stability.
Ongoing Support
Our work doesn’t stop after filing or setup. We provide ongoing guidance, proactive planning, and year-round support to help you stay compliant, reduce risk, and move confidently toward your financial goals.