Who We Are
At Taxfolio Advisors, we pride ourselves on providing accurate and reliable tax preparation and advisory services to our clients. Tax advisory services go beyond preparing and filing tax returns. Tax advisors provide tax planning for the future.
If needed, we or our partners provide compliance support, audit assistance, and representation before tax authorities. We are Enrolled Agents, Certified Public Accountants, or tax attorneys, professionals with extensive knowledge of federal and state tax laws and the authority to represent clients before tax agencies. Our personalized approach aims to help clients meet their financial goals.
Our Mission
What the firm does for clients today:
Share clear, actionable tax guidance so clients can make informed decisions.
Our Vision
What the firm strives to achieve:
Provide expert tax advising for a stress-free client experience.
Our Values
Ownership
Each advisor works to provide excellence to their client from the beginning to the end of the process. We follow through. There is no bouncing around from one person to another in our firm.
Communication
We aim to deliver work we can be proud of, where we focus on the details. We believe in open and honest communication. We believe in staying in touch. From start to finish, you’ll receive personalized attention with us.
Integrity
Honesty and transparency are at the heart of our work and we share our knowledge so you can make informed decisions. Sometimes, what we share is hard for clients to hear but we wouldn’t be acting with integrity if we didn’t share honestly.
Excellence
We discuss anticipated deliverables from the start with our clients and strive to deliver excellent outcomes. We continue to strive on our journey to provide you the best results. Our credentialed professionals are highly experienced.
Diversity
We believe diversity is a strength. We embrace an inclusive workplace environment.
Our Team
Li G.
Chief Taxation Officer
As the Founder of Taxfolio Advisors, Li Galo is a highly experienced tax advisor and brings nearly 20 years of tax advisory experience. Li holds the highest taxation credential awarded by the IRS: Enrolled Agent.
- Tax Planning
- Individual Tax Preparation
- HNW Tax Preparation
- Catch-up on Overdue Tax Returns
- IRS Payment Plan Information
- S-Corp and Partnership Tax
✉︎ li@taxfolioadvisors.com
ⓘAn Enrolled Agent is federally licensed with unlimited rights to represent taxpayers before the IRS. Enrolled agents pass rigorous background checks by the IRS, as well as a three part intensive exam that covers individual and business returns and representation.
Cristiana E.
Client Service Coordinator
Cristiana uses her extensive client services experience to ensure responsive, caring communication, smooth client onboarding, and a high-quality experience during the tax-prep process. Contact Cristiana to coordinate Li’s speaking engagements.
✉︎ cristiana@taxfolioadvisors.com
Solina G.
Marketing Consultant
Solina utilizes her skills in website management, SEO performance, and digital asset management to drive success for Taxfolio Advisors. Contact Solina for media and press inquiries.
✉︎ solina@taxfolioadvisors.com
Our Community of Professionals
Mary J.
Tax Resolution
Mary Jochum is a licensed CPA with more than 15 years of experience helping individuals and small businesses resolve complex tax matters. A former IRS Revenue Agent, she brings unique insight into both sides of the tax system.
- Tax Relief Services
- Back Taxes Owed
- IRS Payment Plan
- Innocent Spouse Relief
- IRS Negotiations
Are you in significant trouble with the IRS? Mary’s specialty is tax resolution. Mary bills separately for tax resolution services.
Legal
Coming Soon!
Brigitte C.
Bookkeeper
Brigitte Castillo is a highly experienced bookkeeper who has served companies ranging from small business entrepreneurs to multimillion dollar accounts at Fortune
500 companies.
- A/R & A/P
- Vendor Management
- Full Cycle Accounting
- Reconciliation
- Unclaimed Property Reporting
- Accounting Compliance
If you need your books readied for your tax filings, start by connecting with Brigitte, who bills separately for bookkeeping services.