Ramon Liriano Jr.
Co-founder and Managing Partner at Elevated Tax Strategies. The front-of-house at the firm — Discovery calls, client engagement, operations, the bookkeeping team, sales, marketing, brand, partnerships. If you've talked to ETS, you've probably talked to me.
The front-of-house. Six lanes.
- Client engagement. Every Discovery call. Every engagement intake. The relationship with every client from day one through every quarterly check-in.
- Operations + SOPs. How the firm actually runs — Basecamp workflow, monthly close discipline, intake mapping, Round N preparer review handoff, tech-stack integration.
- The bookkeeping team. Hiring, training, quality control, and the working relationship with Kick. Our bookkeeping practice is the foundation everything else runs on.
- Sales + marketing. The Tax Discovery → Tax Analysis → engagement pipeline. The website voice. The content engine. The Hormozi-direct mechanics behind every page.
- Brand + content. Articles, scripts, deliverables, design system. If it has the ETS name on it, it goes through my hands.
- Partnerships. Kick, Relay, Bluevine, Gusto, Ramp — the tech stack relationships. The partners on /partners. The criteria for new ones.
Two-partner role split. I run the front. My partner runs the back.
ETS has two partners. I run the front-of-house — everything client-facing, operational, marketing-driven. Our managing partner runs the tax practice itself — every tax position, every Round N preparer review on every return, every IRS representation matter, every advisory tax decision.
The split is what makes the firm work. When you book Discovery, I'm the one on the call. When you engage, our managing partner is the one signing your return + standing behind the tax positions. Neither of us delegates our half to associates. That's the entire pitch of the firm — you get the partners, not the associates.
The short version.
Husband. Dad. San Antonio resident. Lift heavy four days a week. Read more about operations and how good teams actually work than about tax law (I leave that to our managing partner). Built ETS to be the firm I would have wanted to call when I was on the other side of the table.
Long version is in the articles below — and in the From the Operator Seat category specifically. I write that lane in first person about how the firm actually operates.
6 articles from me
Most-recent published first. I write across all seven Resources categories — though I'm most active in From the Operator Seat (operations, brand, firm philosophy) and the operational lanes (Tax Planning, Bookkeeping, Operating a Business).
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Bonus Depreciation for Rental Property in 2026
The OBBBA made 100% bonus depreciation permanent. For most W-2 rental investors, a $120,000 cost seg deduction produces zero immediate savings because passive loss rules suspend it. Here is the passive loss wall, the three paths through it, and what recapture costs you when you sell.
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Passive Activity Loss Rules for Real Estate Investors
Most rental losses are trapped by IRC §469 and can't offset your W-2. Three escapes exist: the $25K allowance, real estate professional status, and the short-term rental loophole.
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Depreciation Recapture When You Sell a Rental Property
Most rental sellers don't see the §1250 recapture tax coming until closing. Here's how to calculate what you'll owe and how a 1031 exchange or installment sale can defer it.
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How to Read a Balance Sheet: A Business Owner's Guide
Your balance sheet is more than a financial snapshot. It is the foundation of every accurate business tax return — and a messy one can cost you thousands in missed deductions and IRS headaches.
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How to Read a Profit and Loss Statement
Your P&L tells the story of your business in numbers. Here's how to read every line, spot margin problems early, and give your tax preparer exactly what they need.
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Bookkeeping for Multiple Entities: A Complete Playbook
Running an S-corp, a rental LLC, and a second business means three sets of books, not one. Here's the exact structure for separate books, intercompany loans, management fees, and consolidated reporting.
The Discovery call is where I do my best work. 15 minutes. Real conversation.
If you're considering engaging ETS — or just want to know if we're the right fit for your situation — book a 15-min Discovery. I run every one personally.
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