Our Approach

Who We Serve

At Ringler CPA and Ringler Wealth, we specialize in serving entrepreneurial families. Regardless of industry, these family businesses typically have the following characteristics:

• Have been in business for more than 3 years
• Have revenue between $3 million and $50 million
• Are owner-invested
• Have a banking relationship
• Have a qualified, internal accountant, bookkeeper, or CFO

These family businesses face a number of challenges to continue building their business’ success, be it evaluating new opportunities for reducing taxes or managing the day-to-day operations. And beyond their business strategies, they also must manage their family’s finances, from saving for their child’s college tuition to planning for retirement.

Between running a business and handling their family’s finances, they may feel overwhelmed with the number of responsibilities they face. These clients seek the personal attention from an experienced professional they can trust to offer proactive strategies, timely service, personalized recommendations, and ongoing guidance. Focusing on building solid relationships, we seek to reduce the anxiety that our clients often feel regarding their taxes and finances. By helping them understand their opportunities and take an active role in their strategies, we seek to empower them to make well-informed decisions.

How We Serve

Our goal is to have a positive impact on our clients’ lives by helping them navigate the complexities of taxes and finance with strategies that support their financial well-being. We use a proactive and collaborative approach based on the goals of a client. When we first start working with clients, our goal is to understand their entire financial picture, including their assets, liabilities, taxes, and future objectives. We review their tax situation and determine opportunities to minimize taxes and maximize after-tax cash flow. After the initial planning , we assist by building out their strategies.

After planning and building, we proactively manage their investments* and tax strategies to help keep the client on track. Our goal is to maintain long-lasting relationships throughout the many milestones of life. By taking such an active role in their tax strategies and investments*, we seek to help clients minimize stress and pursue their vision of financial success.

_{*These services are offered by Michael Ringler through his affiliation with Avantax}