Hi, my name is Jose. I’m an independent Business Director and Finance & Accounting Advisor with over 6 years of experience helping organizations strengthen their financial foundations and operate with greater efficiency.

I hold degrees in Entrepreneurship, an MBA, and a Master’s in Financial Valuation and Investment Management from Lynn University in Florida, which has allowed me to combine strategic business thinking with practical financial and operational expertise.

My work focuses on budgeting, financial analysis, accounting operations, and business systems, helping companies build stronger financial visibility, cleaner reporting structures, and more efficient operational processes that support long-term growth.

I specialize in streamlining accounting workflows, optimizing budgets, and translating complex financial data into actionable strategies that business owners can actually use to make smarter decisions.

Entrepreneurial by nature and detail-oriented by training, I value precision, transparency, and collaboration in every engagement.

At Tax Prime, my work directly supports high-income business owners by helping strengthen the financial infrastructure behind their companies, allowing for more accurate proactive tax planning, cleaner execution, and better long-term strategic positioning.

By aligning financial operations, reporting, and business systems, we help create the foundation required for effective tax strategy implementation and scalable decision-making over time.