Home / The people who actually do the work.

The team

The people who actually do the work.

Small on purpose. You work with the same person all year, not whoever is at the desk in April.

Ivo Ferrer, founder of Zolt Advisors

Ivo Ferrer

Founder

IRS-registered tax preparer (PTIN)English & Español

Ivo started Zolt after watching too many people get filed and then forgotten. He runs the client side: the first call, the checklist, the price you get told up front, and the answer in August when a letter shows up.

Based in Florida, working with clients across the US.

Jorge Liste

Enrolled Agent

Enrolled Agent (EA)IRS Certifying Acceptance Agent (CAA)English & Español

Jorge is enrolled to represent taxpayers before the IRS, which covers audits, collections and appeals. He handles the cases where someone has to speak to the IRS on your behalf, and the ITIN applications where documents need verifying.

See IRS help and ITIN applications.

How we work with you.

One person, all year

The same preparer handles your return and your questions in July. 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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