Ruland & Ruland

Kevin and Becky Ruland started Ruland & Ruland CPAs, LLC in early 2006 after working for a larger firm for a number of years. Now they focus on small businesses, serving more than 500 clients in Mobile, Alabama and across the U.S. “We wanted to strike out on our own,” Becky said of the Rulands’ decision to start a practice. After nine years in business, the Rulands decided to change their tax software. “Forms 1099-B tend to be time consuming, so when we switched prep software we wanted to make sure that there was a quality scan-and-fill option. Unfortunately, we ended up with something that didn’t handle 1099-B transactions very well, which meant searching for a suitable replacement.” “After doing some reading,” Becky said, “we submitted a request for a GruntWorx demo and received a reply the same day – scheduling a webinar for that Saturday. The webinar was so helpful; we purchased the product that same weekend.” When asked how using GruntWorx compared to the demo, Becky exclaimed, “The Trades product completely solved the 1099-B problem! Basically, GruntWorx saved us from having to hire extra staff or file a bunch of extensions. Besides, they provide an excellent Excel spreadsheet for all 1099-B transactions, and it’s invaluable when you’re staring at a return with several hundred trades and can’t download files directly from the brokers.” GruntWorx Populate also autofills most other government forms, and what’s not populated is included in the bookmarked PDF, which makes storing client source information easy.”