Skip to content
Miami skyline across Biscayne Bay at sunset

Strategic Tax & Accounting,Led by Experience.

Personalized tax and accounting guidance for individuals, businesses and international clients. Direct support from Carlos Ruiz, CPA, your trusted advisor.

Carlos Ruiz, CPA, founder of Ruiz Tax & Accounting

Carlos Ruiz

CEO & CPA

Trusted Advisor. Lasting Results.

Our Approach

Advice that anticipates, compliance that holds.

Ruiz Tax & Accounting combines technical rigor with direct, personal attention. Every engagement is led by a CPA who knows your file, speaks your language and looks ahead to the decisions that matter.

Strategy before the deadline

Planning conversations happen during the year, when decisions can still change the outcome.

Compliance without surprises

Federal, Florida and international obligations organized on a clear calendar and filed on time.

Direct access to your CPA

You work with Carlos Ruiz personally, in English or Spanish, from the first meeting onward.

Services

Specialized guidance for every client profile

Services organized around who you are: individuals and families, Florida businesses and international clients with U.S. tax matters.

View all services

Individuals & Families

Returns, planning and representation for individuals, families and high-net-worth households with complex or changing financial lives.

Businesses

Formation, accounting, compliance and financial leadership for Florida businesses, from new ventures to established companies.

How We Work

A clear process from the first conversation

Every engagement follows the same disciplined path, so you always know what comes next.

  1. Step 1: Request a consultation

    Tell us about your situation through the online form, by phone or by email.

  2. Step 2: Initial review

    The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.

  3. Step 3: Proposal & engagement letter

    You receive a written scope of work and fees. Work begins only after the engagement letter is signed.

  4. Step 4: Execution & ongoing advice

    Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.

Why Ruiz Tax

Experience, credentials and a personal standard of service

The facts behind the firm, without exaggeration.

Meet Carlos Ruiz
  • 15 years of practice

    Fifteen years advising on taxation and accounting in South Florida.

  • Led by a CPA

    Every engagement is directed by Carlos Ruiz, Certified Public Accountant.

  • Bilingual service

    Meetings, correspondence and deliverables in English or Spanish.

  • Coral Gables office

    147 Alhambra Circle, Suite 220, in the heart of Coral Gables.

  • International focus

    Particular experience with foreign businesses operating in the United States and clients with cross-border affairs.

FAQ

Frequently asked questions

If your question is not answered here, contact the firm directly.

See all questions
Who does the firm work with?

Individuals and families, Florida businesses of different sizes, foreign companies operating in the United States and non-resident investors with U.S. tax matters.

Do you work with clients who live outside Florida or outside the United States?

Yes. A significant part of the practice involves international clients with U.S. tax obligations. Whether a specific matter can be accepted is confirmed after an initial review.

In which languages can I be served?

English and Spanish. You can indicate your preferred language in the consultation request.

How does the first consultation work?

After you submit your request, the firm reviews it and contacts you to schedule a conversation. You will be told which documents to have ready and, before any work begins, you will receive a written proposal and engagement letter.

What documents should I prepare?

As a starting point: prior-year tax returns, any notices received from the IRS or the State, entity formation documents and recent financial statements. The firm will confirm the exact list for your case.

Consultation

Let’s talk about your tax situation.

Share a few details about your needs and the firm will contact you to arrange a private conversation.