Who you'll talk to.

Small on purpose. You'll know who's on your file, and if the IRS gets involved, Jorge joins.

Ivo Ferrer

Business Technology Advisor

Speaks English and Spanish.

I help with

Ivo Ferrer has prepared taxes for about five years. He works with families, the self-employed and small businesses, and leans toward small business.

He keeps the books too. When the books are kept up every month, your return is built from real records, and March stays calm.

Ivo is half Cuban, half Costa Rican, and was born in Dallas. He's been into software and technology for as long as he can remember, and he builds the systems that keep Zolt fast. For small-business clients he also builds websites and handles SEO and marketing.

If the IRS gets involved, he brings in Jorge Liste, our Enrolled Agent.

Jorge Liste

Enrolled Agent (EA)

IRS Certifying Acceptance Agent (CAA)

Speaks English and Spanish.

I help with

Jorge Liste has been an Enrolled Agent (EA) since 2024. As an EA he's enrolled to practice before the IRS, which lets him represent you in audits, collections and appeals.

He focuses on S corporations, corporations, small businesses and higher-income individuals. He's also an IRS Certifying Acceptance Agent (CAA), so for ITIN applications he can verify most of your documents himself.

How to look him up in the IRS directory

Not sure who you need? That's what the free call is for.

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Check us yourself.

The IRS keeps a public directory of tax preparers who hold credentials. Here's how to find Jorge in it:

Open the IRS directory (opens in a new tab)
Type Liste in the Last Name box and leave Country as United States.
Tick the box next to Enrolled Agent Credential, then press Search.

You'll see: LISTE, JORGE, Enrolled Agent, Fort Myers, FL.

The IRS says its directory doesn't endorse any preparer. Zolt Advisors is not a CPA firm and is not affiliated with or endorsed by the IRS.

What the letters mean.

Credentials come with a lot of letters. Here's what each one lets us do for you.

EA: Enrolled Agent. Enrolled Agents are enrolled to practice before the IRS, so they can represent you in audits, collections and appeals. Jorge is ours.
CAA: Certifying Acceptance Agent. A CAA can verify your identity documents for an ITIN application, so in most cases your passport doesn't have to be mailed to the IRS.

Wondering where CPAs fit in? Read CPA, Enrolled Agent or tax preparer: who do you need?

Zolt Advisors is not a CPA firm and is not affiliated with or endorsed by the IRS.

How we work with you.

Reachable all year

Questions in July get answered by someone who knows your file. No ticket queue.

A price before the work

You hear the number on the free call, before anything starts.

Documents stay secure

A private encrypted upload link. Never email, never a text photo of your SSN.

Talk to a person first.

Fifteen minutes, free · In English or Español · No obligation

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