Your ONE stop solution for all your bookkeeping, financial consulting and tax preparation needs. Our goal is to provide you with an excellent level of service, professionalism, responsiveness and quality at a price that you can afford. Please feel free to browse around and learn little about the firm and the services we provide. If you have any questions and/or concerns, we will be glad to speak to you and answer any questions. We look forward to hearing from you soon!
Our Mission Statement
Equipping small business owners and/or individuals with the financial tools that will empower them to make sound financial decisions.
Services For Individuals
Providing personal support to individuals who don't have the time to manage their financial affairs due to business and/or personal responsibilities.
Creating a filing system
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
EACH MONTH OR QUARTER WE'LL DO THE FOLLOWING THINGS FOR YOU:
Reconcile your bank account
Generate an income statement
Generate a balance sheet
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
OTHER SERVICES FOR BUSINESS:
Small Business Financial Consulting
Sales Tax Reporting
Annual Franchise Reporting
Clean up your general ledger
Provide unlimited consultations
Cash Flow Management
Strategic Business Planning
New Business Formation
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
HERE'S WHAT YOU GET...
Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
Your tax return can be filed electronically so you will get a refund back quicker.
Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.
BOOKS A MESS? NO PROBLEM!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
Other Services Provided:
Non-Filed Tax Returns
Back Taxes Owed
Payroll Tax Problems
IRS Wage Garnishment
IRS Payment Plan
Innocent Spouse Relief
Get Your IRS File
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your QuickBooks running smoothly again with a complete Tune-up.
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
Buy QuickBooks and Save
Save up to 20% on the newest version
Great CPA firm for personal taxes and more. I have used them for my personal taxes and was very appreciative of the level of service and communication I received. My taxes were done quickly, with minimal back-and-forth. I would highly recommend this group. More...
Year after year I am amazing at the professionalism that comes from the owner as it is reflected in the staff. They make it very convenient especially for a working household which can't always make it into the office. I also love that they want to be part of the community and surrounding communities. They aren't just about business but culture and being they are family owned and operated it brings comfort to me. I highly recommend them for any tax or insurance need, whether personal or for business More...
Great service. Ruiz Financial solution will allow you Focus on your Business while they handle your Books. Thank you for 6 years of great service.
This was a great place to be plus it was easy and they are very informative! I will come here from now on!!!
Bernice Rennie Saens
First time getting taxes done last year after marriage and properties in the mix..so loving being at peace knowing it's being done right. Love this staff.
Ruiz Financial Solutions is the only firm that I recommend. They are experts, cheerleaders for your business and do a great job helping small businesses and first time business owners. I love that they are always helping clients and the community in any way possible. Their outreach shows their commitment to giving back. More...
Very professional and trusted. You will walk away with a great feeling that all options were discuss and the right thing was done.will recommend to all friends and family. More...
Very professional staff and very helpful. It was a great experience and their pricing is very reasonable.
Muchas gracias por el exelente servicio... es un placer contar con este equipo. Mil gracias y bendiciones.