Accounting and tax compliance

Leave the financial complexity to the experts. Gain total clarity, avoid penalties, and keep your business fully compliant in the U.S.

Accounting and tax compliance

At Ruiz Strategic Advisory Group we help you keep your finances organized so you can make decisions with confidence and a long-term vision.

We take care of your accounting and tax obligations so you have clarity, control, and peace of mind throughout the year, avoiding errors and unnecessary surprises.

Our approach goes beyond filing tax returns: we work with you strategically to optimize taxes, improve profitability, and align your numbers with your real business goals.

Absolute Financial Control

Strategic Tax Optimization

This service is ideal for:

- Entrepreneurs who are starting their business in the U.S.
- Companies that need order, clarity, and financial control.
- Businesses that want to grow on a solid, well-structured foundation.

Explore our services

Managing your own accounting can be the fastest way to lose money and face IRS penalties. We take full control of your bookkeeping and tax obligations so you stay 100% compliant and maximize your actual profit.

Accounting and tax compliance

Consulting and setup in QuickBooks Online, Xero or Wave.
Personal and corporate tax returns: Form 1040 + Schedule C, 1065, 1120, 1120S, 941, 940, 944, W-2, W-3, 1099
Estimated quarterly payments (Estimated Taxes).
State and local tax returns (Sales Tax, Franchise Tax, etc.).
Assistance and representation before the IRS.
Tax advice for tax reduction and savings strategies.
Preparation of reports for loans, investors or SBAe List
Monthly, quarterly and annual accounting.
Recording and classification of financial transactions.
Bank and card reconciliations.
Financial reports: Profit & Loss Statement (Income Statement), Balance Sheet, Cash Flow Statement
Year-end accounting closing and tax adjustments.
Control of accounts receivable and payable.
Inventory and fixed asset accounting (depreciation and amortization).

Accounting for independent professionals

Owners and freelancers:

Organization of personal or business income and expenses.
Preparation of simplified accounting books (Bookkeeping).
Calculation of estimated taxes (Quarterly Estimated Tax Payments).
Preparation of financial reports for personal loans or credits.
Deductions and individual tax planning.
Personal tax return (Form 1040 + Schedule C, E, F).
Consulting services for reclassification to S-Corp and reduction of tax burden.

Employees:

Financial planning and tax strategy

Personal and business financial diagnosis.
Savings and investment strategies.
Estate and retirement planning.
Tax strategies for small businesses and independent professionals.
Cash flow projections and annual budgets.
Review of tax structures for greater efficiency.
Tax Planning 365.

Not Sure Which Service You Need?

Schedule a consultation and we’ll review your case.

Personalized Advisory

Tailored financial strategy for your exact business model.

Tax Reduction Strategies

Fully legal strategies to minimize your tax burden.

Full-Cycle Accounting

Accurate bookkeeping that keeps your numbers audit-ready.

Immigration Documents

Expert preparation of visa applications and complex documents.

Regulatory Compliance

Ongoing protection that keeps you compliant with IRS regulations.

Year-Round Support

Ongoing guidance to scale your business.

Payroll Management

Accurate payroll processing that helps you avoid costly penalties.

Comprehensive Insurance

Commercial and personal policies to protect your assets.

Ruiz Strategic Advisory Group is not a law firm and does not provide legal advice or representation. Immigration services are limited to the preparation and filing of forms, in accordance with the laws applicable to the Notary Public of the State of Florida. Accounting and tax services are not a substitute for legal or financial advice from a licensed attorney or CPA when required by law.