WHO WE ARE
The EDU-TAX-ACCOUNTING initiative emerged from the need of the Latino community in the United States to access technical information in the areas of finances, accounting and tax. We observe that the existing supply of adequate service for such information is insufficient, considering that the first minority in this country currently exceeds 50 million inhabitants, according to figures from the Census Bureau.
The same source mentions that more than half of the total population growth in the United States, between the years 2000 and 2010, was due to an increase in the Hispanic population. This growth has occurred not only through undocumented immigration, but most importantly by the regular arrival entrepreneurs and professionals (engineers, economists, lawyers, accountants, etc.) who account for extensive field experience, achieved in their countries of origin.
The stark reality is that when arriving they find out that all such baggage of knowledge and experience is not properly valued and most of them end up performing basic activities. It is here where they find themselves in the need for contributions and training on the development of their own enterprises or professional activity.
EDU-TAX-ACCOUNTING is born out of a group of professionals who have lived through this experience, and feel the urgent need to help their counterparts in the transition, through education and information, both in Spanish and English languages, understanding that the chances of success are radically reduced by not learning the language of the country that welcomes them.
RAFAEL MARTINEZ is a professional from the Dominican Republic, based in the United States since 1986.
His academic and professional credentials include a Bachelor’s Degree in Accounting from the Dover Business College in NJ; the State of Florida 2-14 license for Life Insurance and Variable Annuity: license 2-40 for Health Insurance, also from Florida; FINRA Series 6 license for Investment Companies and Variable Contract Products; the Certifying Acceptance Agent, CAA and the AFSP Record of Completion, both from the IRS. He is currently in the process of obtaining his credential as an IRS Enrolled Agent.
His professional experience includes over 20 years in the Accounting and Finance departments of several companies in the U.S, and 5 years as a personal financial consultant. His business career includes his own tax practice, with more than 10 years’ worth of history in the preparation of personal and corporate tax returns, as well as some small business’ ownership.
CESAR TELLEZ is a professional of Colombian origin with a very extended professional and business experience.
His academic achievements begin with a Bachelor’s Degree in Accounting from the Central University of Bogota, with a specialization in tax law from the Andes University and another degree in Labor Law from the University of La Sabana. In 2001 he moved to the United States where revalidated his title through the Ana G Mendez University System. His credentials in the U.S. include the accounting program Quickbooks Proadvisor Certification and the ASFP Record of Completion from the IRS.
His professional experience comprises more than 30 years as an Auditor of several large companies, the General Management of a major hotel chain and the Direction of Operations of the Military Forces of Colombia. In the United States he initially worked as a tax consultant in firms such as H & R Block, Jackson Hewitt, Cooper, Smith & Lieberman, after which he became independent and founded his own Accounting, Financial, Tax and Business services firm.
DIEGO F. CHIRIBOGA
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 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 Federally Authorized Tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled Agent status is the highest credential awarded by the IRS.
His professional experience spans 30 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 more than 13 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 is older than 9 years, around individual and corporate taxes, and taxpayers’ representation before the Government Agency.
ALFREDO E. GUATTO
ALFREDO E. GUATTO was born in Argentina, where he studied to become a Certified Public Accountant and then a Specialist in Planning and Management of Social Policies at the University of Buenos Aires.
Afterwards, he obtained the degree of Master in Business Administration from the Argentinean Pontifical Catholic University, and completed various courses related with use of materials, control, provisioning, standards of internal control, ISO standards and internal audit in an important multinational industry. Once he moved to the USA in 2015 he ventured in the tax industry of this country by obtaining the AFSP Record of Completion from the IRS.
His extensive professional experience includes the General Management and Legal Representation of the Argentine subsidiary of a multinational industry, his participation in internal and external audits with world class firms and, more recently, his role as an independent consultant in overseas ventures, budgeting and investment follow up with accounting and tax support.