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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.


Our unique knowledge-base and experience allows us to guide your business through financial forecasting and planning using our Accounting services.


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.

Rukosky & Associates differentiates itself by developing your entire business.


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.

Our financial planning services take into consideration retirement planning, college education planning, debt elimination planning, tax planning, and estate planning.

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.


Our Human Resource services allow our clients the ability to get more out of their business.


HR Services

Rukosky & Wapner is able to handle your human resources needs from recruiting, talent acquisition,  training and development, and human resource administration while working with executive-level professionals as well as front-line employees in small businesses. Our associate has the years of experience that you need to make your human resources implementations seamless.

We can handle your legal needs pertaining to estate/business succession planning, guardianships, medicaid, probate and trust, and veteran benefits needs.


Legal Services

We know that it is important to have understanding and representation in some situations to be able to protect what matters most to you. One of our most trusted advisors knows the key elements to be able to assist you with estate/business success planning, guardianships, medicaid, probate and trust, and veteran benefits.


We believe in closing early and have a history of closing loans before the due date.

Mortgage Services

We realize that purchasing your home is one of the most important investments of your life, because it was for us too. While other lenders will guarantee you that they will close on time, we believe in closing early and have a history of closing loans before the due date. Our associates’ unique mortgage loan process and the quality of his team standout in the field. Origination cost discounts are common-place and for our State employees loan options are available in every term length imaginable to fit your needs, including Fixed term loans and mortgage credit certificates (tax credits!).  (Branch/Lender NMLS # 1106824/MLO NMLS # 98786)

Risk ManagementWe afford the ability to manage risk so this does not have to be a chore for you.

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.


Successful tax planning and preparation is a direct result of passionate study of the tax code, and this is an area where Rukosky & Associates excels.


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.

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