Ryan Ruiz

Ryan Ruiz supports Atherton & Associates’ Tax Team by delivering technical tax work with consistency, accuracy, and efficiency. He primarily works with trust and estate clients, assisting with the preparation of trust, estate, and gift tax returns while supporting the firm’s commitment to responsive, detail-oriented client service.

With experience in trust accountings, trust taxation, estate planning support, and estate tax return preparation, Ryan focuses on helping engagements move forward smoothly through reliable execution and thorough preparation of deliverables. His collaborative approach and attention to detail help ensure clients and internal teams receive organized, dependable support throughout the tax process.

Ryan values working closely with colleagues to maintain high standards of accuracy and efficiency while contributing to the firm’s client-first approach. As part of Atherton & Associates, he is committed to supporting individuals and families navigating complex trust and estate matters with professionalism and care.

Outside of work, Ryan enjoys miniature painting and cooking.

Education

  • Bachelor of Science in Business Administration with a focus in Accounting

Certifications & Professional Affiliations

  • California Society of Certified Public Accountants (CalCPA)
  • Currently pursuing CPA licensure
ryan ruiz