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Tax Resources

The blank Tax Organizer below is designed for new clients. If you are an existing client, please contact Blain Moncrief at (512) 282-2301 or bmoncrief@rupertandassociates.com for a personalized Tax Organizer.

  • Tax Organizer

About Us

We are dedicated to providing Tax Services and Strategic Tax Planning for our Clients. We also provide Bookkeeping and Small Business Formation Services. We Are Your Local Tax And Small Business Specialists.

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217 Railroad Street
Buda TX 78910

Contact Us

E: bmoncrief@rupertandassociates.com
P: 512-282-2301
F: 512-280-6626

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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