Meet our ACTIO Tax Experts

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 Built by family and grounded in experience, our team brings a well-rounded perspective to tax planning. All three of our advisors hold accounting degrees, giving us a strong technical foundation that carries through every strategy we design.

At the center of our team, Jose is a CPA with extensive experience in tax planning and preparation. During his time in college, he was a leader in the VITA tax program, helping serve the community while building a deep understanding of real-world tax situations. Today, he brings that same level of precision and leadership to every client engagement.

Ricardo brings a unique edge through his deep knowledge of business structures, ERP systems, and operational processes. His understanding of how businesses function behind the scenes allows us to align tax strategies with real operational improvements.

Alvaro specializes in how the tax code applies to retirement planning and insurance strategies. His expertise helps clients structure their financial future in a way that maximizes efficiency, protection, and long-term benefits.

Together, our combined experience allows us to approach every situation from multiple angles—delivering strategies that are not only technically sound, but practical, forward-thinking, and built for growth.