Tax & Business Services

Tax Services

We recommend tax strategies that help you reduce taxes and grow and preserve your assets. Our team knows that understanding your current situation and preparing a plan is key to your financial success.


    Tax Preparation

  • Preparing your own income tax returns can be a task that leaves you with more questions than answers. We will take care of tax preparation services for our clients and work with them to ensure they understand their options and outcomes.


    Tax Planning

  • Planning is the key to successfully and legally reducing your tax liability. We proactively recommend tax-saving strategies to maximize your after-tax income and make it a priority to enhance our proficiency of the current tax laws, complex tax codes and new tax regulations. Through careful planning and authentic tax approaches, we work to help our clients save as much as possible.

QuickBooks Services

QuickBooks is the ideal business bookkeeping software for small- to mid-sized business owners. We offer QuickBooks services to our clients in order to provide effective and money-saving options for those looking to ease the process of bookkeeping tasks. Our firm has professionals who are trained on QuickBooks and are available for one-on-one training and setup to benefit your business.

Business Services

At Rupert & Associates, our credentials and experience in the financial services industry allow us to assist businesses with their financial needs. We strive to help our clients ensure their businesses are able to work toward their goals and meet the needs of their individual clients.


    Small Business Bookkeeping

  • Small-business owners have many tasks to perform, and keeping their own books shouldn’t have to be one of them. At Rupert & Associates, we will manage your books for you so that you can make sure your business is running efficiently and generating your desired profits. Each month, we will reconcile your bank account, generate an income statement and balance sheet, review your general ledger system, and provide you with unlimited consultations.


    Succession Planning

  • Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. We help our clients keep their businesses in the family and know who will run their businesses when they’re gone, while also helping to alleviate the stress of worrying about tax burdens during the transition process.


    New Business Formation

  • Opening a new business is an exciting venture — and one that requires a methodical plan of action. By developing effective strategies in terms of marketing, management and financial plans, we help our clients avoid common mistakes that many new small business owners make when first starting out.