Tax and financial advisory

Clear books and tax help you can follow

Ruiz Accounting helps individuals and small businesses with accounting, tax preparation and financial advisory services.

Accounting and tax support under one roof

Ruiz Accounting works with individuals and small businesses on their accounting, tax and financial advisory needs. We start by reviewing your current records and documents, then build a clear picture of your income, expenses and filing obligations. From there, we keep the books organized and advise on financial decisions throughout the year.

  • Review of your current records and documents
  • Books kept organized throughout the year
  • Tax filing and financial guidance in one place

How working with Ruiz Accounting helps

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One point of contact

Accounting, tax and advisory handled by the same team, so you don't repeat your information.

Plain-language explanations

We explain what the numbers mean and what each filing step requires from you.

Records kept in order

Your documents and books are organized throughout the year, not just before the deadline.

Accounting, tax and advisory services

Support for your books, your tax filing and your financial decisions.

Bookkeeping and accounting

Organized records of income and expenses so your books stay current and ready for tax time.

Tax preparation

Preparation and filing of individual and business tax returns, with the documents reviewed before submission.

Financial advisory

Guidance on cash flow, budgeting and financial planning for individuals and small businesses.

The people behind your books

A small team that handles your accounting, tax filing and financial questions.

Olivia C.

Accounting and tax lead

Reviews client books, prepares tax returns and answers day-to-day questions about records and filings.

Marcus D.

Bookkeeping specialist

Keeps income and expense records current and organizes supporting documents for each client.

Hannah T.

Financial advisory associate

Works with clients on budgeting, cash flow and financial planning questions.

What clients say

They went through my records, explained what was missing and prepared my return without surprises. I finally understand where my money goes each month.

Jason P.
Tax preparation client
They filed our return on time and explained every deduction in plain language.
Patricia LeonTax return
Since they took over the monthly books, I close every month with no surprises.
Jorge CastilloMonthly bookkeeping

Send a message to Ruiz Accounting to schedule your consultation

Tell us what you need help with, whether it's your books, a tax return or financial planning.

Get in touch with Ruiz Accounting

We'll reply by email.