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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1099 vs W-2: The IRS Test for Contractor Classification
One misclassified contractor triggers IRS §3509 back taxes on every dollar you paid them, plus failure-to-deposit penalties and state fines. Here's how to classify workers correctly from day one.
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IRS Currently Not Collectible Status Explained (2026)
The IRS can pause all collection activity when paying would create real financial hardship. Here's what Currently Not Collectible status does, who qualifies, and what it doesn't do.
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How to Pull Your IRS Wage and Income Transcript
The IRS wage and income transcript is your tax DNA — every W-2, 1099, and K-1 on file. You can pull it online in under five minutes. Here's how, and why it matters for catch-up filers and anyone reconstructing missing records.
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FBAR vs Form 8938: Reporting Your Foreign Accounts
Two separate federal regimes cover foreign account reporting. FBAR files with FinCEN at a $10K threshold. Form 8938 files with your 1040 at $50K and up. Both have brutal penalties — and missing them is more common than you'd think.
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IRS CP504 Notice: What It Means and How to Stop the Levy
The IRS CP504 is serious but not the last step. Learn what it can seize right now, when the real levy clock starts, and the five moves to make before enforcement begins.
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Tax-Loss Harvesting for High Earners: The Complete Guide
Tax-loss harvesting turns losing investments into a real tax break — offsetting gains and up to $3,000 of ordinary income per year. Here's how high earners use it correctly, without triggering a wash sale.
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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