We are happy to tell you more about Fintaxis!
Our General Manager, DIEGO F CHIRIBOGA moved to the United States of America in August 2003. His academic background includes a degree in Mechanical Engineering (Cum Laude distinction) and a Master’s in Business Management (Summa Cum Laude distinction), both awarded by the National Polytechnic School of Ecuador. In the United States he has obtained multiple licenses and credentials, which include the State of Florida 2-15 license for Life, Health and Variable Annuities; the Series 6, FINRA member sponsored Investment Company/Variable Contract Products License; Series 63, Uniform Securities Agent State Law License; Series 26, Investment Company/Variable Contract Products Principal License; the IRS Certifying Acceptance Agent, CAA credential and the Enrolled Agent credential as a Federally Authorized Tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.
The National Association of Enrolled Agents has also granted him the NTPI Fellow designation which is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure.
His professional experience spans to more than 35 years in the industries of public banking, technical assistance, international trade, and manufacturing, in his country of origin. In the United States he accounts for close to 20 years of trajectory in the financial services activity, specifically in the areas of investments, insurance, and debt management. Within the tax profession his experience goes back to the beginnings of his professional career, although the exercise of this discipline in the USA goes beyond 15 years, around individual and corporate taxes, and taxpayers’ representation before the Government Agency.
Finances and Taxes are disciplines that use somewhat complicated lingo. We will not only provide you with solutions tailored to your unique situation but will also help you understand certain concepts using plan language.
We do not look at you just as a client but as a partner in business. We are well aware that a happy client will comment about us to maybe five of their friends. An unhappy client will do the same to a dozen of them.
We pride ourselves to have a very extensive background. We do difficult things immediately. It is with the impossible ones that we take some time.