Rupert & Associates

Tax, Accounting & Business Services

Rupert & Associates exists to passionately serve our community by helping bring peace and simplicity to families through comprehensive financial services.

We believe respect, trust and sincerity are at the heart of what we do. We are your personal counsel, dedicated to helping you make the right financial decisions.

We believe that long-term relationships are built through earned trust and loyalty. They are the foundation for success.

We believe in having faith in the future. With comprehensive wealth management and an optimistic outlook, your financial happiness is possible.

We believe that financial planning goes beyond financials. Your family, work, interests and everything that’s important to you play a role in defining and navigating a way to your ideal outcome. Read more

5 recommendations

  •  
    Liz M.

    Shared on yelp.com

    My family has used John Paul at Rupert & Associates for many years. Always quick to return calls and accommodating to drop ins, we've found. Our tax returns have been correct and worked through from messy files and lots of questions. 5 star is warrented for John Paul!

    Original recommendation
  •  
    Mary C.

    Shared on yelp.com

    Stephen Rupert provided us with OUTSTANDING assistance for our tax purposes. We have used Rupert and Associates for three years and have been extremely pleased with their attention to detail and personal committment to our needs. Steve was very understanding of our situation and thoroughly reviewed our return with us. I highly recommend him for your tax needs.

    Original recommendation
  •  
    Courtney W.

    Shared on yelp.com

    Stephen Rupert was a super help for me and my new husband this year! Without going into too many personal details, we had some back tax problems that needed to be addressed and we called about a month before our taxes were due. He was VERY busy but made time to meet with us in person. I am not in any way tax savvy and he was very tolerant and patient with me and my questions. I definitely recommend Mr. Rupert for your tax needs.

    Original recommendation
  •  
    Brett Mundy

    Shared on goo.gl

    My husband and I went through some terrible IRS audits in the past and finally decided to use a CPA. I know we picked the right one! We have worked with several CPA's from this firm and they were all speedy, professional and accurate. We've used them for a few years now. We haven't been audited since using them, and I know if we did get audited, they would handle it for us. Their prices are reasonable considering we have some complex rental properties. I was able to fax/email in documents and didn't have to drop by the office. They have accurately completed our returns within a day. In years where we haven't filed and we're hitting the deadline, they proactively reach out to us asking if we want them to file and extension. We've recommended them to all of our friends and our friends love them as well. We highly recommend!

    Original recommendation
  •  
    Ann Barnett

    Shared on goo.gl

    With only a few days before tax deadline, I dropped in on Tim Schaffner, managing partner, Rupert & Associates. Dropped a pile of papers on his desk. He spent quality time with me and, unbelievably, Rupert & Associates completed my tax return in record time, for a reasonable fee, and it was of the highest quality. I would recommend Rupert & Associates to anyone.

    Original recommendation