Who We Are
At Taxfolio Advisors, we pride ourselves on providing accurate
and reliable tax preparation and advisory to our clients.
Tax advisory services do not only end with filing of returns. Tax advisors provide tax planning, compliance services, audit services, and representation to tax authorities. They usually have a certification of an Enrolled Agent, Certified Public Accountant, or tax attorney. These qualifications indicate a deep understanding of federal and state tax regulations and empowerment to fill a role on behalf of clients within the laws of the U.S. taxation system.
Vision
Our vision is to make taxes simple and stress-free for everyone through expert-driven education.
Mission
We break down tax rules into clear, actionable guidance to put financial control back in our clients’ hands.
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.
Integrity
Honesty and transparency are at the heart of our work and we share our knowledges o 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 the excellent results. We continue to strive on our journey to provide you the best results.
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 is a
highly experienced tax
advisor and brings 18 years
of tax advisory experience.
Li holds the highest
taxation credential awarded
by the IRS: Enrolled Agent.
✉︎ 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 communication,
smooth client onboarding, and a
high-quality experience during the
tax-prep process. Contact
Cristiana for coordinating Li’s
speaking engagements.
✉︎ cristiana@taxfolioadvisors.com
Solina G.
Marketing Coordinator
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