What you didn't learn in school and what we are doing to help!


We frequently see the viral posts of life lessons you don't learn in school. Ruiz Financial Solutions has decided that we want to help others learn some of those financial life lessons.

One of the things we came across various times this tax season is how to fill out a W-4 or an I-9 correctly. As a result, we will be blogging & making video blogs to focus on topics of interest throughout the year. If you wish to submit a question feel free to email us and we will respond to your inquiry.

When it comes to finances and dealing with agencies like the IRS the simple fact of not knowing whether it be for personal or business does not get you off the hook. Day in and day out we work with different...


IRS Audit’s & What You Need To Know About Them

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During tax season we find a lot of people deal with audits and don't know where to go for help. We at Ruiz Financial Solutions continue to educate our clients about their finances. However, if your tax preparer, CPA, or accountant does not we still want you to be informed. In this blog, we will be going over 4 types of Types of audits and their severity.

Correspondence –

This type is the least severe one. This audit is mainly seen when the IRS has questions regarding your return. This can be easily resolved by submitting the information requested, assuming that your return is legitimate there should be no further problems. However,...


It's Tax Season

We hope you are doing great this time around! Tax season can be a very stressful process, but if you have the right team on your side it makes a huge difference. With the ever-changing Tax laws we like to keep our clients up to date, therefore, we are introducing our very first blog.

The IRS has officially opened and started to accept returns on Jan. 23, 2017.
Documents to gather for filling for individuals include, but are not limited to:

Security, 401K, Pension, or annuity distributions
Interest & dividend Income
1098's (Mortgage, Tuition, etc)
Do you have a Business attached to your return?

Financial Statements
Mileage Records
Due to changes in the law, starting in 2...