- Senior Manager
Audrey Goetz, CPA
time and money.
can save you
Our Individual and Family services
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Individual and Family

When your finances span generations, locations or companies, you need guidance well beyond the tax return.

Rudler, PSC works with entrepreneurs, owners and families who want to grow their businesses and their personal wealth — creating security now and in the future.

Whether you need complex accounting spanning multiple businesses, trusts and estates or you’re wondering how to value a business as you transfer it to the next generation, Rudler, PSC has the dedication and expertise to guide you. We invest time in each client relationship, checking in multiple times a year to find out if you’re expanding your business, adding locations, franchising, selling or involving more of your family. It’s not just about handling projects. It’s about you.

We also want to save you time. We can communicate directly with your attorneys and bankers, helping you focus on your business or family wealth management. Tapping into our valuation group, which includes Certified Valuation Analysts (CVA), means we can add efficiency to buying and selling decisions. We provide in-depth insights into value discussions and offer prospectuses of companies for sale.

Through our relationship with BKR International, a leading association of independent public accounting firms and advisors around the world, we have access to research and consulting for data-driven business decisions. We’ve dealt with asset and tax issues in most states, and our connections to trusted BKR member firms help us manage issues across the country or internationally.

We routinely field questions like:

  • Is this a viable industry for me to expand into?
  • What are the best uses of my money?
  • What is the value of this business I want to buy?
  • What’s the most advantageous way to sell my business in terms of my overall tax picture?

Tax

  • complex tax returns
  • multi-state personal and business tax issues
  • passive vs. active income
  • net investment tax
  • health care rebates
  • primary residences and secondary residences
  • complex issues regarding marriage equality laws
  • assistance with annual tax projections and quarterly estimated tax payments

Accounting and Assurance

  • development of strategies to meet personal and family goals
  • due diligence and financing requirements
  • planning for gifting strategies
  • retirement planning with tax-advantaged strategies
  • planning for changes in tax law
  • planning for transfer of wealth to future generations
  • individual tax audit defense

Business Advisory

  • valuations
  • succession planning
  • financial statement preparation
  • franchises
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We’ve grown very close with Rudler over the years. With their team, I’m not just another name or number… I’m a person. I don’t have to worry about automation or extensions; I’m able to reach real people when I need them.

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Get in Touch

Audrey Goetz, CPA, CVA
Senior Manager
859-344-2848

 

Greg Lamping, CPA
Shareholder
859-344-2844