About
A CPA Myself, I work with Former IRS Agents, EAs and CPAs to ensure success in resolving tax matters. I Use State of the art tools for collaborating online and leverage offshore accountants where possible to achieve competitive fees.
I can relate to tax problems, and enjoy providing solutions as I understand the impact this burden weighs on our daily lives.
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Reviews
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Frequently asked questions
What is your typical process for working with a new customer?
My first step is to have a conversation to understand your tax situation. Based on this discussion, where you will have the opportunity to share all aspects you feel relevant - and we will discuss some more that you did not know tax law would cover.
Based on our interview, I will be able to quote the fees needed to continue.
I will send a link to an onboarding process that will cover:
1. Engagement letter outlining our work
2. Payment screen
3. Online interview based on elements discussed in our interview. It will go into a little more detail and require some attention on your end - But it will help me drill down on issues I identify during our conversation and will ultimately lower your tax bill.
I will then review your documentation and will be in contact regarding any additional information needed, or send you a draft of your tax returns.
If your case requires IRS Representation, we will be working closely via your preferred communication method (Phone, email, SMS, Whatsapp) as we represent you before the IRS.
In all cases, you will be discussing your case with me and I will be your sole point of contact.
What education and/or training do you have that relates to your work?
Certified Public Accountant
Licenced since 2008
Master of Science in Accounting
Business Bachelor of Science
Thousands of Tax Returns represented.
QuickBooks Pro Advisor
Do you have a standard pricing system for your services? If so, please share the details here.
Per form pricing:
1040 - Base Fee $350
Schedule C $175
The following fees apply for IRS Representation after our initial conversations once we are ready to begin work, and they are deducted from your representation engagement if you choose us to execute the strategy:
Case Analysis - Individual $1,000
Case Analysis - Payroll Tax $2,000
You will obtain a quote as part of a free case review process, which you can request here:
https://quote.global-accountant.net/#/thervo/irsprob
How did you get started in this business?
During College I helped my family's business with the books. Think Lawnmower duty.
I proceeded to work for small businesses, and eventually senior roles in Fortune 50 Companies. I became licensed as a Certified Public Accountant Since 2009 and have been working independently since then, serving hundreds of clients and resolving an interesting variety of tax problem cases.
What types of customers have you worked with?
I have worked with clients in a wide variety of industries and situations. If your case is not within my specialty, I will enlist the help of someone in my network that carries the specific skill we are looking for.
Most of my clients are business owners, whether self employed with no employees or whether they are larger corporations with employees and daily reporting needs.
Most of my clients needed severe bookkeeping help.
I’m frequently sought out for my specialties: international taxation and small business catch-up bookkeeping and tax reporting.
I am proficient in all areas of international taxation, inbound or outbound.
Describe a recent event you are fond of.
I saved a taxpayer from a $32 Million dollar tax bill.
I found a 7 year scam being applied to my recently onboarded client. $700,000 and counting, but it has been stopped.
I reduced the Accounts Receivable cycle by 60 days for a Harvard Univesity business unit.
I meditated for 10 days.
We served a large festive meal from our own harvest:
https://www.facebook.com/aniccapalomino/photos/
What advice would you give a customer looking to hire a pro in your area of expertise?
1. It is imperative to check that they have a valid license.
In my case, I am a Certified Public Accountant and my licensed can be verified here:
https://elicensing.mass.gov/CitizenAccess/GeneralProperty/LicenseeDetail.aspx?LicenseeNumber=26369&LicenseeType=Certified%20Public%20Accountant
2. Clear and Upfront Pricing.
Mine is based on forms needed and determined upfront by answering some questions that also help me dig further into our interview:
https://quote.global-accountant.net/#/thervo/irsprob
3. A state of the art Virtual Office and workflow
You have enough on your day. You need clear and concise documentation requests, handled with top security protocols.
4. Easy Access
In My case, I am reachable via your preferred communication method almost every day!
My assistants may help me with some tasks from time to time - But I will be your point of contact throughout the process.
What questions should customers think through before talking to pros about their needs?
Research the position you are in thoroughly. My blog is very young but has some great articles for individuals facing IRS problems, and there are may other great ones out there.
https://www.global-accountant.net/us-taxation-knowledgebase/
If you are having IRS problems you should definitely obtain a copy of your transcripts as soon as possible:
https://www.irs.gov/individuals/get-transcript