Founder & Chief Tax Strategist
Is Advanced Tax Advisors’ founder, CEO, and an expert at implementing tax-saving strategies for business owners and real estate investors. As a tax strategist, he has saved his clients millions in taxes over the years. He uses strategies such as cost segregation studies, accelerated depreciation, bonus depreciation, selecting the right tax entity or having multiple tax entities, income shifting, Augusta rule, and many more to save his clients tens or even hundreds of thousands in taxes.
Jose has 22 years of business experience, mostly in the management and accounting arena, with the last seven years dedicated to protecting individuals’ and businesses’ hard-earned income from the IRS through innovative tax planning strategies. He is constantly invited to speak at local real estate associations and other real estate related events and expos on tax topics including the new Trump’s Tax Cuts and Jobs Act.
Early on in his career, and prior to kick-starting his tax advisory company, Jose was part of various management teams in the private sector and began developing the fundamentals of systems and strategizing within a business.
Fast forward several years after managing businesses ranging from 5 million to 100 million a year in annual gross revenues, Jose has now strategized with hundreds of business owners saving them tens of thousands in taxes per capita using his strategies.
Jose is an Enrolled Agent federally licensed by the Department of U.S. Treasury, to represent clients in front of the IRS and is the former President of the Florida Society of Enrolled Agents, Broward Chapter. He is also a member of the American Society of Tax Problem Solvers and a National Tax Practice Institute™ Fellow (NTPI Fellow®).