Jose Luis Ramirez

Tax Compliance & Financial Accounting

Integrating nine tax seasons of regulatory experience with formal accounting methodology to deliver accurate, audit-ready financial records.

Financial integrity requires more than data entry; it demands verification. I approach every engagement–from Schedule C tax returns to full-cycle bookkeeping—with a focus on regulatory adherence and structural accuracy.

By combining practical tax strategy with GAAP-standard accounting principles, I ensure that every number is not just recorded, but supported by solid documentation and logic.

Technical Portfolio & Case Studies

Tax Preparation

Small Business Tax Preparation

  • Sole Proprietor Schedule C Compliance
  • IRC §195 Startup Cost Amortization
  • Form 4562 & 8829 Depreciation Schedules
QuickBooks

QuickBooks Setup & Bookkeeping

  • QuickBooks Online System Architecture
  • Hybrid Service/Retail Inventory Tracking
  • Automated Sales Tax (CDTFA) Configuration
Financial Accounting

Accounting Cycle & Analysis

  • Full-Cycle Corporate Accounting (GAAP)
  • Excel Shadow-Book Audit Modeling
  • Variance Analysis & Financial Reporting
Payroll

Payroll & Tax Compliance

  • Manual Q4 Payroll Administration
  • FLSA Standards & Wage Base Limits
  • Forms 941 & 940 Tax Reconciliation
Managerial Accounting

Managerial Accounting

  • Product Costing & Retail Margin Audit
  • Sales-Driven 12-Month Master Budget
  • Material and Labor Variance Analysis