Today we’d like to introduce you to Rosamaria Galindo.
Rosamaria, let’s start with your story. We’d love to hear how you got started and how the journey has been so far.
My clients are always surprised when I answer their question, “how long have you been doing taxes?” with, “I have been doing taxes since I was twelve years old.” You see, this is a family business since the beginning, and my father always had me in the office working for the things I wanted (iPod, guitar, etc.) which resulted in me getting to know the industry very, very well. I look back and I laugh at how my father’s clients would react to a twelve-year-old coming in and asking for their documents in order to insert them into the system so she can get the thumbs up from her father to buy her a new bicycle. Truth is, I wanted to do anything but taxes and I ran as far away as possible from this industry. Yet, one way or another, I always ended up in front of a computer come the new tax season. Eventually, I gave in and opened my own office at the age of 22 with the help of my supportive husband. It is funny how I still managed to get that same look from clients as when I was twelve years old. I always seemed to get the same comment which ran along the lines of, “You are going to do my taxes? But you are so young.” Or, “You sounded a lot older over the phone.” Almost six years later and two hundred and fifty clients later, here I am, helping my clients face the giant called “The IRS”.
We’re always bombarded by how great it is to pursue your passion, etc – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
Being a tax and audit representative has many obstacles education wise but the hurdle I needed to get over was finding my specialty in this industry. Not just my specialty, but also something I enjoyed doing. I had come to the conclusion that I had to be an accountant and a tax preparer. I didn’t think I could do one without the other. There is just one problem with that, I do not like accounting. How can you be a tax preparer and not do accounting?
While I started studying to become an Enrolled Agent, I found myself intrigued by the text and how an Enrolled Agent practices. I had found what I wanted to do – I wanted to be a Tax Audit Representative. I’ve been practicing with my Enrolled Agent’s license for a year and after every audit, I become an even more effective tax preparer. I also found that my clients have peace of mind knowing that their taxes are being prepared by an audit specialist. I also found that not offering accounting in my office is not a big deal, many clients already have an accountant working on their paperwork or they are happy to go with the office I refer them to.
I am pleased with the direction my office has taken and I am very happy representing my clients in an audit.
So, as you know, we’re impressed with BP Administrations – tell our readers more, for example what you’re most proud of as a company and what sets you apart from others.
I currently am practicing with an Enrolled Agent’s license. What is an IRS Enrolled Agent? First, we do not work for the IRS, we work for the taxpayer. We are a group who specializes in taxes and are able to represent taxpayers who are being examined, are in collection or need to appeal a previous decision made by the IRS. Aside from audit representation, I specialize in ITIN tax filing and 501 (c)(3) organizations.
I have grown with my Hispanic clients and religious organization clientele by them referring their friends and family members with similar cases as their own.
Aside from that, I am most proud of being an Enrolled Agent because this sets me apart from a regular tax office. I am able to have worked all year round and can offer more to my clients than just filing a tax return for them. I am able to advise them and guide them into filing the best possible way. My clients have a little more insight on what really could happen in case of an audit and are usually very pleased with their tax filing.
So, what’s next? Any big plans?
I am excited with the path my office is currently on. This is a fairly new direction I have taken and I feel that I am able to help my clients a lot more. I love seeing their bill go down and it is an even better feeling when they don’t have to pay. In my experience, I have found that taxpayers usually pay what the IRS is asking because they are intimidated. Truth is, with me, by their side, they are able to practice their rights as a taxpayer and pay what is fair and what is owed and nothing more.
- Tax Returns Average around – $90.00
- New Case Brief (Including calls and transcripts from IRS) – $120.00
- Corporation Filing – $900.00-$1,200.00
- Address: 11902 Rosecrans Ave Suite B
Norwalk, CA. 90650
- Website: www.bpataxes.com
- Phone: 562-381-2408
- Email: email@example.com
- Facebook: https://www.facebook.com/bpataxes/