Ruben Garratt CPA, PLLC

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Introduction: Overpaying Business Taxes? My name is Ruben Garratt CPA, and I'm a local CPA here in Charlotte that helps businesses across the nation with their accounting, bookkeeping, tax & payroll. But I'm not your typical accountant..... Because we provide AGGRESSIVE tax reduction planning to our clients, all throughout the year. Don't leave cash in your business bank account without talking with a tax strategist first! We help businesses: - Be Aggressive in Their S-Corp - Shift Income, Hire Kids & Spouses - Invest in New Businesses & Real Estate - Utilize Pension Plans, 401k Plans, SEP IRA's and MASSIVELY reduce taxes. - Utilize Huge Depreciation with New Equipment - Identify Tax Loopholes & Tax Credits - Guide Future Growth & Investment We do this all as part of our simple "outsourced accounting service." What's Included in Our Outsourced Accounting Service? For a simple monthly fee: - Cleanup your books & establish a perfect chart of accounts. - Create an in-depth TAX REDUCTION plan for the immediate year and subsequent years. - Implement your tax plan & ensure you utilize it. - Perform monthly bookkeeping & accounting - Setup & run your payroll - Help you pay in taxes throughout the year so you don't fall behind or give the government a free loan. - Meet strategically each month or quarter to guide growth plans - Provide monthly numbers & dashboards - Perform year-end accounting - Do your business & personal tax returns When you work with us, we'll help you focus on what you do best

Overview

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1 employee

2 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, Square cash app, Venmo, and Zelle.

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

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Read reviews that mention:

Thumbtack Customer

Sep 1, 2023

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From Google

Ruben manages the books for my growing small business. He is extremely responsive, efficient, and experienced. I have recommended him to several of my colleagues.

Thumbtack Customer

Aug 1, 2023

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From Google

My name is Al Jurdi, and I am writing this review to express my appreciation for Ruben Garratt CPA, and their wonderful accounting and bookkeeping services. Ruben is a Certified Public Accountant, and he handles accounting and bookkeeping for my business. They are very professional, knowledgeable about what they do, and the most important thing to me, is that they want to see their clients successful in their business and set them up for success and educate them about what are the best business practices.Super easy to work with and very responsive ! I highly recommend them!

Thumbtack Customer

Jul 26, 2023

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From Google

Good working putting financial statements together for my business

Drew O.

Oct 29, 2022

I have recently started a property management business with my cousin. I got quick books set up but didn’t really feel confident about what I was doing. I kind of waited until the last minute, but Ruben was able to get me back what I needed with a quick turnaround. Will definitely be using his help going forward.

Thumbtack Customer

Jun 21, 2023

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From Google

I am a top-rated automation specialist and Ruben is one of my long-term clients on Upwork. I am his go-to person with anything that is related to automation. I am delighted to share with you that working with him has been a remarkable experience for me as a freelancer.Ruben has proven himself to be an amazing client! Communicating with him online has never been a problem for me. We get things done because he always helps on his end and that makes it working for him so much easier. He has always been approachable and keeps an open mind. I was never afraid to ask him any questions and he trusts me for workarounds regarding automation.I am confident that Ruben is committed and an excellent fit in his field. His character as a client shows that he values not only his customer but also the people who works for him. I strongly recommend you consider him on your future inquiries!

Credentials

License

License Type: CPA – Certified Public Accountant (NC)

License verified on 9/15/2023

Background Check

Ruben Garratt

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer my services at three package levels: Essentials Plus Advanced All packages are offered at a flat monthly rate!
What is your typical process for working with a new customer?
A new customer will likely have a clean-up period. The client provides bank statements and I perform a reconciliation for the period - this catches the books up to present. If any prior year taxes need to be filed or amended, the returns are also prepared. After the clean-up period, which usually takes a few weeks, my monthly services kick in.
What education and/or training do you have that relates to your work?
I have both a B.S. and M.S. in Accounting from Appalachian State University. I'm a CPA and Quickbooks Proadvisor.

Ruben Garratt CPA, PLLC

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