Our Services
Achieving your goals that you need to accomplish for your personal and business life is important.
We listen to your wants and needs and combine that with our knowledge, experience, and inclusive approach.
This combination allows you to enjoy working on your business instead of in your business.
Accounting Services
We believe that Accounting is a blend of proper procedures and tax knowledge. Meeting with one of our Accounting professionals brings you both, as they are trained in both disciplines. Our review of your financial statements not only tells us the financial strength of your company, but reveals to us the necessary course for your continued growth or corrective action. We tailor our services to fit your needs.
Business Services
From business formation to assisting with your day-to-day operational needs, to building revenue for your small business through traditional and innovative web marketing methods, Rukosky & Wapner can take you from A-Z along your business journey as we have for over 300 other small businesses. No other firm we know of provides you with all of these turnkey services at our depth of experience.
Financial Planning
Rukosky & Wapner’s Life Planning staff have over 30 years of experience dealing with the complexities and challenges posed by retirement planning, college planning, debt elimination, credit repair, and tax planning. While each plan is tailored to your individual and business needs, plans can be prepared on a package or a la carte basis, either face-to-face or through our life planning website.
Risk Management
Risk management is the assessment, and prioritization of risks that can become relevant in your personal or business life. As much as none of us like to talk about insurance, individual and business financial planning is not complete without a discussion of, and an action plan for, risk management. Talk to us about individual life insurance and business key person, buy-sell, and cross-purchase insurance.
Tax Services
Successful tax planning and preparation is a direct result of passionate study of the tax code, and this is an area where Rukosky & Wapner excels. From individual, business, and expatriate return preparation to IRS tax resolution assistance, Rukosky & Wapner brings 27 years of tax knowledge to your personal and business tax planning needs.
