Tax Preparation and Planning Done Right

Successful preparation and planning is a direct result of passionate study of the IRS code.

 We are proud to say that higher than 98% of new clients were referred to us by current clientele.

We view preparation and planning to be an integral part of individual and business financial planning.

At Rukosky & Wapner, our preparers are cross-trained financial planning professionals.

When an individual or business return reveals information that may impact a client’s financial future,

or if the return suggests that a new route would be more beneficial to a client, a financial planning conversation begins.

The key to our client’s success is having the proper guidance when they need it most.

The Following Services Are Provided On A Year-Round Basis:

We understand that having professionals available year-round is a must in this day and age because of job changes, second jobs, and life changes that occur.

We offer our services year-round because we want you to be confident in your next endeavor.

Individual Services

Preparation of simple or complex individual returns, with a specialization in preparation of first-responder individual returns

Tax Planning: Intermediate and Advanced

Multi-State Tax Return Preparation

Any State Tax Return in all 50 States

Business Services

Specialists in business tax preparation, including

Sole Proprietorship

Limited Liability Company

Corporate Returns

1065 Partnership Returns

Non-profit Return Preparation (Short-form and Long-form)

Tax planning

IRS Representation – Individual and Business

Liens & Levies

Garnishments

Seizures

Penalty Abatement

Offer In Compromise

Audit Representation

Business Withholding