Jose Luis Ramirez

Precision in Practice

Applying the logic of industrial verification to financial accounting and tax compliance

The Verification Mindset

My path to accounting was deliberate. Before managing financial records, I worked as a lead Non-Destructive Testing (NDT) technician. In that role, a single oversight could compromise the safety of industrial infrastructure. There was no room for "estimation"–only verification.

I bring that same non-negotiable standard to accounting. Whether I am inspecting a pipeline or reconciling a Balance Sheet, the philosophy is identical: verify the data, document the findings, and ensure compliance with the standard.

Since 2016, I have served as a Tax Professional, preparing returns across nine tax seasons for a diverse range of clients — including complex multi-state, military, and tribal returns. Now holding my Associate of Science in Accounting, I combine the regulatory knowledge of a tax preparer with the structural discipline of a corporate accountant, currently applying both as a Staff Accountant in manufacturing.

Jose Luis Ramirez

Taxation & Regulation

  • Individual Income Tax (1040)
  • Small Business (Schedule C)
  • Rental Real Estate (Schedule E)
  • Multi-State Filings & Allocation
  • Military Tax Situations
  • Tribal Tax Law

Accounting Technology

  • QuickBooks Online (ProAdvisor)
  • Sage 100 & Counterpoint POS
  • Lacerte & H&R Block Suite
  • Excel (Pivot Tables, VLOOKUP)
  • GAAP Standardization
  • Bank Feed Reconciliation

Analysis & Reporting

  • Financial Statement Analysis
  • Inventory Costing (COGS)
  • Fixed Asset Depreciation
  • Audit-Readiness Review
  • Data Integrity Verification

Professional History

Jan 2026 - Present
Staff Accountant

Valley Tool Manufacturing Company — Hughson, CA

Reconcile daily sales between Counterpoint POS and Sage 100 to ensure accurate revenue recognition.

Enter retail invoices daily and process weekly payroll cycles using Sage 100, handling wage calculations and payroll journals for the manufacturing and retail workforce.

2016 - Present
Tax Professional & Compliance Specialist

H&R Block / Independent

Specializing in complex individual and sole-proprietor returns, including multi-state, military, tribal, and rental income situations.

Prepared 90 returns for the 2025 season at H&R Block and continues to prepare returns independently, staying current with IRS regulatory updates and tax law changes.

2017 - 2024
Lead Non-Destructive Testing (NDT) Technician

Industrial Sector (Bay Area & Mountain States)

Managed long-term facility assignments and executed extensive travel projects across Utah, Wyoming, Montana, and Colorado.

Responsible for the structural integrity inspection of critical infrastructure, requiring absolut attention to detail.

Education

Associate of Science in Accounting

Fresno City College | May 2026

B.S. Coursework: Applied Mathematics & Economics

University of California, Merced | 149 Units Completed

Credentials

CTEC Registered Tax Preparer (Active)California Tax Education Council
IRS Annual Filing Season Program (AFSP)2026 Season Participant
Certified QuickBooks ProAdvisorOnline Level 1 Certification
Stukent Certified SimternshipFinancial Accounting Cycle
Stukent Certified SimternshipManagerial Accounting