Financial Services

Complete Financial Services

Income Tax Preparation and Planning

Ohlert-Ruggiere, Inc. provides expert income tax preparation and planning throughout the year. Our staff stays current with ever-changing tax laws through annual professional training and education. Our commitment to our clients is to efficiently and accurately prepare their tax returns. We will make sure that you receive all tax deductions and benefits that you are entitled to. We will stand behind our work and we will be there to represent you in case of a tax audit. We realize the preparation of your tax return is very important to you and we will give you the care and expertise that you deserve.
Ohlert-Ruggiere offers complete financial services

Business Bookkeeping and Accounting

Ohlert-Ruggiere, Inc. has a staff dedicated exclusively to your business bookkeeping and accounting needs. From your business start-up to payroll and tax requirements, we are here to help your business run smoothly. We can handle the financial side of your business so you can concentrate on the other aspects of being a business owner.

Investment and Financial Planning

Ohlert-Ruggiere, Inc. has a full range of financial products and services available to you. Whether you are looking to accumulate assets or save for your child’s education, it is never too soon to start planning. Ohlert-Ruggiere, Inc. will evaluate your risk tolerance and investment potential to tailor an investment plan to suit your individual needs.

Retirement Planning

Ohlert-Ruggiere, Inc. specializes in retirement planning. If you are looking to save now for your retirement we will advise you on IRA accounts and review your options through employer sponsored plans. If you are at retirement age, we can assist you in evaluating the options from your employee pension plan. Whether you need to do an IRA rollover, calculate your minimum required distribution, or review your employee benefit options, our staff has the expertise to help you make the right choice.
Retirement Planning and Concierge Service

Concierge Service

Do you have a relative, friend, or client that has lost track of their investments? Maybe they have trouble remembering to pay bills on time or have had essential services cut off. Ohlert-Ruggiere, Inc. Concierge Service may be the solution.

In the past few years, we’ve noticed that several of our clients have developed a need for someone to help them organize their finances and keep monthly expenses paid and on track. With these individuals in mind, Ohlert-Ruggiere, Inc. is pleased to offer concierge service. Fees associated with the service will be tailored to the individual client and will be based on the amount of work involved. It is our hope that this service will enable clients to end the stress that accompanies accounting for income, budgeting, and paying bills.