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5901 Falls of Neuse Rd Suite 203
Raleigh, North Carolina 27609
Their team is knowledgeable, responsive, and truly cares about their clients. They took the time to understand my business and provided clear, strategic tax guidance that helped optimize my returns and ensure compliance. The level of professionalism and attention to detail was impressive from start to finish. I highly recommend them to anyone looking for a reliable and proactive accounting partner!
This is my second year using WapnerPresley and I am very satisfied. Tom was very thorough and quick. I was able to go into the office and get my taxes done. He was very knowledgeable and I was in and out in no time. I really enjoyed using him. Highly recommended
We?ve had a terrible experience with this CPA regarding our state taxes. We were told we owed nothing and were given documentation to support that, only to later receive a delinquency notice from the state saying we do, in fact, owe money and now we?re being charged penalties and interest. For weeks now, this has been an ongoing issue, and despite emails, messages, and phone calls, we have not received a single response from anyone at the office. It?s completely unacceptable. We only got answers after calli
We had recently moved from out of state and we got lucky with Wapner firm. We worked with Tom directly. He and his team were great and very responsive. They completed our complex tax in a timely manner and helped answer any questions. Happy to be their client. Thanks!
This was our first year as clients of Paul Wapner. Paul provided valuable and accurate tax planning strategies during 2024, then prepared and filed our tax returns. The TaxDome platform provided an efficient way to communicate with Paul and upload and access documents. The tax organizer that was provided in January was helpful for pulling together the information and documents needed for preparing the returns. I highly recommend Paul Wapner for your tax planning and filing needs.
Paul Wapner is amazing! I?ve worked with different tax accountants over the years and he is the best! He knows all latest tax rules and has saved me so much money since I have been using him! I HIGHLY RECOMMEND his services!
My wife Eva and I are very satisfied and pleased with your firm. Your constant response to all of our questions and the professionalism that came with it. From the young lady who answered our phone calls. Paul is a very patient man and is a very helpful accountant. We changed firms this year and are very glad we did. Just in case you want to know we didn?t get a refund but it was a very reasonable cost. Thank you. Wapner Presley PLLC. Jim and Eva??
This was our first year to work with WP and specifically with Paul. Our experience has been great due to their timely and professional service. We felt they were true partners in completing our taxes. We trust and highly recommend partnering with WP.
This was the first year we have used WP for our taxes, and it has truly been a joy to work with everyone there. The return was done expeditiously but with appropriate attention to detail. We heartily recommend WP and plan to continue to use their services. Thank you so much.
Wapner Presley PLLC make tax time less stressful! They have tools in place to assist you prepare! Staff are flexible for what type of appointment you prefer meaning they are accommodating for face to face meetings! They offer a secure portal via an app that allows you to upload your documents and a safe way to communicate.
We have been working with Paul for over 3 years now. He educates us, answers our questions without hesitation, and is timely. He has been a pleasure to work with! I would recommend him 100%.
This is my first year working with Wapner Presley and I couldn't be happier. Paul has helped me to forecast future tax requirements and allowed me to avoid any surprises for both this year and beyond. Great firm and so easy to do business with.
This our first year working with Paul at Wapner Presley PLLC, and I am so glad we found him! Paul is extremely knowledgeable, incredibly easy to work with, and does a great job explaining whenever we have questions. The typical stress of tax filing season is gone, and I can rest confidently knowing that we are in good hands!
This is the first year we have worked with Wapner Presley but couldn't be happier. They expedited our first filing with them with ease of use forms, a friendly secured website and quick responses to any questions we had. We are very pleased we made the switch to Wapner Presley.
Paul has done a great job filing our federal and state taxes for our personal and business income. He helped us find ways to reduce our overall tax burden and has saved us thousands. Would highly recommend!
Communication was prompt and they were able to save us a lot of time in filing our taxes. Also gave great recommendations for what to do for next tax season. Would highly recommend!
Have been working with Paul Wapner for years and he always been easy to work with, consistent, responsive, knowledgeable and friendly. Have recommended him to friends and family who feel the same way and now go to him for their accounting needs. Thanks Paul!!!!!!
I have had a fantastic relationship with Wapner Presley PLLC. I have filed my taxes with them for the last three years and they make filing incredibly simple, find me the best returns, and most importantly are available to chat to help me with any questions that I may have.
I can honestly say I would be lost without these guys. And this is not just because they handle all of my personal and professional accounting well. They have an online system that organizes and automates essentially everything I have to keep track of. Makes it super easy at tax time. These guys have got it down. Highly recommend.
I have been going to them for both personal and small business tax needs for 5+years and appreciate their support, honesty, and expertise. They have helped me and my family financially plan to meet our goals.
The office staff along with Paul Wapner were very helpful with suggestions and technical support for getting my taxes filed. This was the first year I had WP do my taxes and I will be using them again next year.
Paul Wapner is extremely knowledgable and very efficient! My taxes were filed within a few days of initially uploading my information. He was thorough in assessing my deductible expenses, and I believe was instrumental in getting the best refund possible.
Their portal is so user friendly, they make it easy to know what documents to submit and fill out for them. And they are super responsive! Worth every penny!
We have found Paul to be extremely knowledgeable and helpful for both our personal and business needs which has helped immensely in guiding us through the never-ending complications of the government tax maze. We would recommend Wapner and Presley, PLLC in tax planning and preparation.
Wapner Presley PLLC is fantastic to work with. They are always very helpful and promptly file your taxes!
John and his team have been handling our taxes for years. We are very pleased with the consistently excellent service, responsiveness, and professionalism that they provide. Updated for 2023: Rukosky & Wapner continue to provide excellent service and they don?t rest on their laurels but rather continue to improve their processes each year with their customer preparation packets, secure portal for uploads and timely feedback at all times. Updated for 2024: Rukosky, Wapner, and Presley continue to knock it
Rukosky Wapner and Presley have been completing my tax returns since 2012. I was serving overseas and had an issue with a former tax preparer. IRS sent me letter after letter and it was a mess. I called John and he quickly took charge and fixed the issue. I would not use anyone else! I retired from Raleigh PD and moved to SC. I still use John to complete my taxes. They are professional and I know it is done right! Give them a call if you want it done right!!
Highly recommend! They are extremely fast in terms of turn around, communication and supporting you with any tax needs.
John Rukosky has done our taxes for several years now and has always been extremely professional. He is now helping me through a very difficult time in my life with the passing of my husband. John is patient with me, asked me what I expected for my goals, and has offered superior advise for the future as my financial adviser. He is very easy to talk to, it is easy to schedule an appointment with John and he is quick to respond with any questions I may have. As a newly single women, John has made me feel ver
Paul has been helping me forever and is always very knowledgeable, very patient, and very professional. You can?t do better than these guys.
Mr Presley was amazing. I had always used Turbo Tax and was loathe to pay someone for what I thought I should be able to do myself, but this year I had a couple additional tax issues that I knew would benefit from someone who knew what they were doing. RWP has a laid back approach and no pressure initial chat that left me confident I was going to get a much better refund and a safer, more reliable tax return I wouldn't have to worry about. The client portal is easy to navigate and upload documents, and even
I had an exceptional experience with Rukosky, Wapner, and Presley LLC for my tax preparation. I simply uploaded my tax documents and scheduled an appointment to go over the completed return. The team was incredibly friendly and accommodating, even managing to fit me in earlier than planned. I appreciated their flexibility. I'm also interested in their insights on managing my finances and retirement funds. Overall, it's a fantastic experience!
The firm has grown and therefore lost its personal touch but still is great in regard to knowledge of not only IRS rules and regulations and tax code but of law as well, which can be even more important. The only issue I've had is the the customer portal could use some streamlining; I feel its cumbersome to use. Overall, they're accurate, fast, reasonable and responsive. Recommended.
Who likes having their taxes prepared? Not me for sure, but Rukosky & Wapner have been taking care of our family taxes for many years now. We have worked most recently with Paul and he is very friendly and highly responsive. We appreciate the ease of being able to discuss and take care of our tax issues and needs. Thanks Paul for another year of tax prep and to you all for serving the Raleigh area and our family for so many years. We highly recommend!
I highly recommend this business for your tax needs. I have used them for the second year in a row and have had another great experience. Their organizer were easy to follow and helped me maximize my deductions. The easy to use tax portal made it easy to communicate and submit all my information. My taxes were completed and returned to me within two weeks. They were always available this last year when I needed them. I had received a letter from the IRS stating I had under reported some income. Even though
Tom Presley is great! He responds quickly and helps me understand the process.
Superior customer service, always available to discuss tax return or issue and quick turn around of tax return.
Paul has been doing my taxes for years. Highly recommend!
I appreciate the exceptional service that I received from Paul Wapner. This is my first time filing tax return in NC, I?m originally from TX. He gave detailed instructions and explanation about my return. I appreciate the service and will utilize them in the future. - Tremeiah B.
Rukosky & Wapner has been the trusted firm to handle not only my taxes but also my parent's taxes. I've been a customer since 2011 and have been satisfied with the professionalism, timeliness and accuracy shown while preparing my taxes. I would definitely recommend them to handle any of your tax needs.
Once again, we are very pleased with the exceptional service, and value for the dollar we received from Rukosky Wapner and Presley LLC. They answered all our questions regarding retirement investments, RMDs, and tax strategies in easy to understand language and efficiently handled our taxes again this year. We have used them since moving to Raleigh 13 years ago and would highly recommend them.
I have used John Rukosky of Rukosky & Associates to do the taxes for my small business for the past three years. John came highly recommended by a friend. I have been very happy with the services John has provided. In addition to preparing the taxes for my business, John explains exactly what he has done and why. I am confident that my taxes have been done correctly, that all deductions possible have been taken and are valid. My risk of being audited is low, and if I am ever audited I know everything i
Have been so happy with using Paul Wapner for our taxes for the last few years. This year I was late getting our documents in, and he was still able to get our return in on-time. So happy to have found him! Always available for quick questions and scheduling time for longer planning.
John Rukosky and his associates have all been great to work with. My husband and I have worked with John for almost 10 years, and it's been a great experience. Very knowledgeable, thorough, and good customer service. Last year we ran into a timing issue, and were crunching to get our taxes done and filed by the 18th, and John helped us out, calling us at 9am on a Sunday to make sure we hit the deadline....and we did. I highly recommend their services!
I had a very pleasant experience with Rukosky and associates. This was my first year using a professional tax service to complete my taxes for the year of 2015. I handed all documents in that was needed and within 3 days Ryan called me and walked me through every penny that I was getting back. He even offered to go over my retirement to make sure that I was going to be all set for the future. I definitely will be using them next year and in years to come. They are very efficient and the service was great. I
I was referred to RWP recently and Tom Presley has been great to work with. He's handled both our individual and corporate tax returns, and has provided valuable advice on tax strategies.
John Rukosky has been doing our taxes since we've been married the past two years. He has made filing taxes very understandable and easy for us to do. John has great customer service and provides great information to help you gather your documents. Their office has an easy secure message board, which they use for secure communication for your safety. I will always use John for our taxes because we TRUST him. We will definitely return next year! Thank you!
Paul has done a great job and I highly recommend him!
Me and my wife have worked with Paul to prepare our tax return for the last 2 seasons. Paul is extremely professional, detailed oriented, responsive, and courteous. Although my taxes are probably considered simple by most standards I would not hesitate to hire Paul for the most complex of tax situations. I highly recommend Rukosky & Wapner to tackle any situation when it involves US tax system and the IRS !!
I have been a client of Rukosky, Wapner, and Presley for several years, and I couldn't be more satisfied with their services. They have consistently demonstrated professionalism, expertise, and reliability when handling my taxes.
Rukosky & Associates have been doing our tax preparation for several years now. We really like the personal experience we have with the employees there. This year Ryan was very helpful and asked great questions regarding our taxes. I emailed our tax documentation in on Tuesday and by 1pm Wednesday afternoon our taxes were done! The service is impeccable! Thanks to you all!
Paul is smart, accurate, and communicative. He uses language I can understand and makes suggestions to help me save taxes. His client portal makes it easy and efficient to share documents and to communicate with him.
Rukosky Wapner and Presley LLC make yearly taxes a cake walk. On-line portal is easy to navigate, document uploads are quick and overall, great communication from the tax team. I live 3000 miles away from Raleigh an no tax team can beat the service and expertise of Rukosky Wapner and Presley.
I've been using Rukosky for about 10 years now. They always have done a great job. Their even helpful in throughout the year to make sure I stay on track with my deductions.
Professional, diligent, responsive and MORE. Rukosky & Wapner is proficient and highly skilled with tax laws and striving to offer the best services for each client. Unlike some of the other firms using the "one size fits all" approach, Rukosky & Wapner actually cares for their clients' financial well-being, tailored advice and guidance that fits my personal needs. John helped me to navigate through some financial mess my last CPA had left us, explained in layman's term how to minimize adverse impact. P
It has been a seamless experience working with Rukosky & Associates. Once I contacted them, they responded promptly and were very professional. I've completed my own taxes over the last couple of years and it was nice to have a professional to review my financial situation and prepare my taxes for me. Tax time is a very stressful time of the year. The associates at Rukosky & Associates made us feel warm & welcomed. My husband and I will definitely return next year!
Paul Wapner and Rukosky & Wapner, Inc have been preparing our taxes for years now and they have always been incredibly diligent and thorough. Everything is very organized and always done in a professional manner. Paul has been available for any tax questions we have and has always guided us. I would definitely recommend Rukosky & Wapner, Inc.
Being new to the area a couple years ago, we were searching for a knowledgeable C.P.A. at a reasonable price that could handle complex tax filings. Like most tax payers, tax filing is not the most enjoyable activity one engages in so we wanted the process to be as seamless and as stress-free as possible. We researched area tax preparers and discovered Rukosky & Wapner (R&W) and we are so grateful we did. From the moment of first contact to the very end of filing, on our end it was quick, easy, and worr
I have been consistently impressed by and thankful to Paul at Rukosky & Wapner Inc. His professionalism, knowledge, and kind and calm demeanor put me at ease with my taxes, which is typically a stressful annual event. He has helped me get everything in order between multiple states, years, and job positions. He even helped when I was a graduate student, which is not an area known to many accountants I have worked with and contacted before. I could not recommend more highly working with Paul, Don, and the re
I've been a client of Rukosky and Associates for two years now, and the service is outstanding. John and Ryan are extremely knowledgeable and are always willing to answer questions and take the time necessary to explain everything. I'm extremely satisfied with their expertise, and trust them as financial professionals when it comes to taxes and financial planning!
I've been using R&W for my tax preparation for many years. The process of getting your taxes to R&W are easy and anyone can do it. Make an appointment, drop them off, upload them, any one of these methods will fit your needs. They communicate with you through a secure portal. They will electronically send your taxes to the government for you. Biggest thing is that they stand behind you. I would never use someone that sets up just for tax season. If there's a problem they are closed after April 15th.
Teachers who need assistance planning for retirement and getting taxes done will find John Rukosky to be invaluable. Rukosky and Associates financial group has done my taxes in a thorough, accurate and professional manner for the past 2 years, also helping me with a small business. John helped me plan for retirement this year and get my paper work in order. Even though I'm not a "big money" client and I have a teacher salary, John took time to help me understand and use all of my assets to make the most of
After my previous financial adviser retired, I asked a friend for a referral who gave me John Rukosky's name. Upon viewing his website, I found it very easy to make an appointment for a free consult. After meeting John, I knew that I would be in good hands. He listened as I shared my concerns regarding my finances and my hopes for the future. John was very accommodating when scheduling my follow-up appointments. His business has a secure client portal for communication and for sending/receiving confidential
John Rukosky was a godsend to me when I needed help sorting out my taxes a few years ago. He and his team are very knowledgeable, reliable, friendly - and affordable - as ongoing financial advisors + tax consultants for my business as well as for me personally. I've been more than happy to refer friends to them, and I'll be a Rukosky client for life.
I have used Rukosky & Associates to prepare my yearly tax returns for the past 7-8 years. I have always found them to be efficient, professional and courteous with each transaction I had with the company. I am completely confident in the work that they do, especially considering the ever- changing tax laws that they have to familiarize themselves with. I would recommend Rukosky & Associates to anyone who needs assistance with their yearly tax return.
Rukosky & Associates Financial Group have been preparing our taxes for many years now. By far, the BEST service EVER! Consistently fast and proficient, John will answer any questions without hesitation. His knowledge of legalities and legitimacy of the tax world amazes us. We can always count on John and his team for successful tax preparation. Here's to many years with Rukosky & Associates Financial Group!
I have been with RW&P since it was just Rukosky. I truly appreciate their professionalism, accuracy and speed at completing our tax returns. They are good people to work with.
John has helped my husband and me with our taxes for years and he has been excellent. When my husband passed away, his expertise with financial planning and retirement planning has been excellent. I trust him completely and will continue to use his knowledge. He is truly excellent!
Paul Wapner has been great. He does the taxes for me, my mom, and my non-profit adjusting to each situation flawlessly. For me personally, he found an error from a return done before I used him and got me money back. For the non-profit, he educates us on our accounting methods. I recommend Paul and team to anyone looking for reliable, quick, knowledgeable help with their taxes and accounting needs.
We have been with Rukosky Wapner and Presley LLC since inception. They are a wonderful group, receptive, quick, and always helpful when it comes to discussing taxes and business questions. Thank you all for all you do!!!!!
My wife and I have had John and his team prepare our taxes for more than 15 years, regardless of what states we've lived in during that time. The process is simple, efficient, and the staff is friendly and thorough. Highly recommended!
My husband and I have used Rukosky and his team for over 10 years now. They prepared our taxes, provided a portfolio analysis to include retirement projections and just recently assisted me with a small business venture with ease. Excellent service! We plan using them for many years to come.
John and his team are experienced, knowledgeable, and offer personalized tax services for personal and business taxes. John took the time to ask questions to make sure he understood our particular situation. They are very professional, honest, and just easy to work with. The cost is very reasonable and I have the utmost confidence that my taxes are accurate every year. Highly recommended.
I highly recommend working with Paul, he has been helping my husband and I with our taxes for a few years now and always makes the process so easy. He takes away any stress that typically comes with filing your taxes by responding to all our questions, providing explanations and overall being kind and easy to reach whenever we need him.
I was referred to Paul Wapner from a friend. He just helped me and my wife finish our taxes for the year and was very efficient and helpful. He answered all of our question thoroughly and in a timely manner. It was our first time working with him this tax season and will definitely be getting help from Rukosky& Wapner Inc. for taxes again next year.
John Rukosky has been my tax accountant for many years now. He proved invaluable however when my husband, after a brief illness, passed away. He guided me through the processes of locating, transferring and assessing my assets( ie- IRAs,TSAs, pensions) from multiple states and from both of our professional careers. He formulated and set up a two vehicle investment portfolio for me- Which I have been very confident, comfortable and happy with. I would highly recommend his services to everyone. I commend he a
Rukosky & Associates has been preparing my taxes for 9 years now and the only group I trust. Highly recommend them for tax services as they have always been honest and a pleasure to work with. Keep up the good work!
I have known John for a few years now. Back when his office was in his house. John is not only my " tax guy " but a friend . I trust John and his staff to complete our taxes without any problems. John has always completed our taxes in a very timely manner. John is a pleasure to talk to. Even when there is bad news. If you are doing business with someone, why not do business with someone you like? I highly recommend Rukosky & Associates for your financial needs. Thank you John for all that you do. Robert.
John and his team are awesome. They have done our taxes and advised us on financials for three years now. We had some very difficult situations as my husband retired from the military, moved from a state that didn't have state taxes and took a new job. He knew exactly how to handle every situation we threw at him. He patiently walked us through all of our returns and answered our many, many questions until we understood everything in front of us. VERY highly recommended.
I would recommend them to anyone. We have been using them for about 5 years now. They are very fast and helpful with questions. They are professional and friendly all they way. I'll also say that when you call and can't reach someone, they return your call really quick. Their only portal is very helpful. Paul completed our 2021 taxes and was awesome.
Paul Wapner expertly and efficiently filed our taxes (which included an LLC component). The client intake form was not overwhelming and easy to follow and their online portal is really user friendly. Totally painless and I feel confident that everything was reviewed thoroughly. Highly recommend.
My wife and I recently used John Rukosky and his team for financial planning - he came highly recommended, and now we understand why! John expertly went over his analysis with us, breaking down the concepts and strategies he used so that we could follow and ask questions but never talking down to us. John took the time to understand our goals and needs, was very prompt in responding to our questions, and made the entire process painless. Recommended without hesistation!
I'm a long time client of Rukosky & Associates. They do a fantastic job and I would highly recommend them. The process is thorough, quick and easy (not something I say lightly about taxes!). They are always professional and their response rate is lightning fast.
I love the personal service I receive here! John has answered my many questions and explained the tax consequences of my various decisions (and sometimes just ideas) promptly and thoroughly. I email him questions and he always responds in a reasonable time and with easy to understand advice. I came to John after my divorce looking for tax advice. John also analysed my portfolio and said "The first thing you should do is understand the investments you are in right now." This was the best financial advice
Over the past 12 years, we have benefitted from the counsel of John Rukosky. We have been his tax client as well as a financial planning client. Because of John's expertise and background in both tax and finance, he has been able to optimize our tax and retirement savings. We appreciate John's low-key approach and candor in dealing with our finances.
I've worked with Paul Wapner for small business consultations and for annual tax preparations and have had a great experience so far. Looking forward to continuing to work with him.
Have been using Rukosky and Associates for my tax planning and preparation for several years now. They are very professional and answer all my questions throughout the year. Their service is affordable and worth every penny. I definately would recommend their services for quality, accurate service at an affordable price.
Great and trusted team to work with to answer all of your tax questions!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.