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Taxumo Consult

Taxumo Consult is a personalized advisory service designed to address the unique needs of freelancers, professionals, and small business owners navigating the complexities of accounting and tax compliance in the Philippines. Taxumo Consult connects you with a dedicated tax accountant, providing customized tax advice and strategic planning for Filipino freelancers and SMEs. Our expert tax accountant partners are committed to simplifying your tax obligations, ensuring compliance, and optimizing your financial strategies for better business health and growth.

Meet our Partners

JMA Gonzales Accounting Firm
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JMA Gonzales Accounting Firm
Availability

Weekdays at 9:00am to 6:00PM
Saturday at 8:00am to 12:00pm

✔ Certified Public Accountant
✔ Accredited CPA in Public Practice
✔ Accredited Tax Agent
✔ Specialization in Tax and Regulatory Compliances and Business Registration in all agencies
✔ Experienced in property transfer via capital gains, estate, and donor's taxes
✔ Experienced in Internal Audit, Financial Audit, Special Audit (e.g SEC amendments - Increase in Capital Stock)

✔ Certified Public Accountant
✔ Accredited CPA in Public Practice
✔ Accredited Tax Agent
✔ Specialization in Tax and Regulatory Compliances and Business Registration in all agencies
✔ Experienced in property transfer via capital gains, estate, and donor's taxes
✔ Experienced in Internal Audit, Financial Audit, Special Audit (e.g SEC amendments - Increase in Capital Stock)

✔ Certified Public Accountant
✔ Accredited CPA in Public Practice
✔ Accredited Tax Agent
✔ Knowledgeable in cryptocurrencies
✔ Experienced in property transfer via capital gains, estate, and donor's taxes

Consult with Atty. Jerwin, CPA
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Atty. Jerwin Dave V. Patacsil, CPA, MBA, JD
Availability

Weekdays at 9:00am to 3:00pm
Saturday at 8:00am to 3:00pm

Personal Background:
Jerwin Dave V. Patacsil is a CPA, Lawyer, and MBA holder with extensive expertise in tax, corporate law, civil law, and labor law. He primarily advises start-ups, freelancers, and SMEs, offering efficient and practical solutions to their legal and financial challenges. With a unique blend of financial acumen and legal insight, Jerwin helps clients navigate taxation, corporate structuring, and labor law complexities. Outside of work, he enjoys archery, bowling, and writing poetry.

Years of Experience:
8 years experience in tax, the majority of which as a BIR examiner

Certifications:
• CPA in Public Practice
• Lawyer
• MBA

Specializations:
• Tax case (Letter of Authority) handling
• Tax compliance and financial reporting
• Corporate structuring and corporate law
• Civil law and labor law

Industries Served:
• Start-ups
• SMEs
• Freelancers
• Medium to Large Corporations

Languages Spoken:
English and Filipino

Mary Grace Dela Cruz, CPA
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Mary Grace Dela Cruz, CPA
Availability

Monday to Thursday at 2:00pm to 6:00pm
Friday at 4:30pm to 6:30pm

Personal Background:
Mary Grace Dela Cruz is dedicated to advancing the field of accounting through innovative solutions, providing strategic financial guidance, and exceptional client service. Outside of work, she enjoys reading books and cherishing time with her family.

Years of Experience:
More than 10 years in Accounting, Tax, Audit and Business Consultancy

Certifications:
• CPA in Public Practice
• BIR Accredited Tax Practitioner
• Certified Lean Six Sigma Yellow Belt
• Multi-Certified Oracle NetSuite Consultant

Specializations:
• Business Registration, IPO applications, Payroll, Tax Filing and Compliance
• ERP and Accounting Software Implementation
• Audit and Financial Reporting

Industries Served:
• Professionals, Freelancers and Independent Contractors
• Micro, Small and Medium Enterprises

Languages Spoken:
English and Filipino

Consult with CPA Arianne
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Arianne Joy Orencia-Beltran, CPA
Availability

Monday, Tuesday, Wednesday and Friday at 7:00pm to 9:00pm
Thursday at 12:30pm
Saturday at 9:00am to 3:00pm

Personal Background:
Arianne Joy Orencia-Beltran, owner of A.O.B Tax and Accounting Services is driven by a desire to assist individuals and businesses in understanding the importance of compliances. Outside of work, she enjoys watching series in Netflix.

Years of Experience:
Licensed Certified Public Accountant with 11 years of experience in General Accounting and Tax Compliance field.

Certifications:
• CPA in Public Practice
• BOA Accredited in Public Practice
• MBA
• BIR Accredited Tax Practitioner
• Xero advisor certified

Specializations:
• Tax Filing and Compliance
• Business Registration - Freelancers, Individuals/Sole Proprietorship, Partnership/Corporation
• Financial Audit

Industries Served:
• Freelancers/Individual/Sole Proprietorship
• Partnership/Corporation

Languages Spoken:
English and Filipino

Beth, CPA
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Bethsaida Soriano, BIR Accredited Agent
Availability

Monday to Friday at 1:00pm to 6:00pm
Saturday at 10:00pm to 12:00pm and 2:00pm to 4:00pm

Personal Background:
Beth assists business owners in managing their tax obligations and ensuring accurate filing with the BIR and other relevant government entities. Her dedication lies in fostering the success of small businesses and offering guidance to those in need. Beyond her professional endeavors, Beth enjoys cross-stitching and unwinding with Netflix, presenting a relatable and approachable persona in any interaction.

Years of Experience:
30 years of experience in tax and BIR filing, and a total of 34 years in business advisory

Certifications:
• BIR Accredited Tax Practitioner
• QBO Certified

Specializations:
• 24 years in Tax Filing and Compliance
• 24 years in Business Registration
• 25 years in Financial Reporting

Industries Served:
• Self-Employed Freelancers
• Self-Employed Coaches
• Online Sellers (Lazada, Shopee, TikTok)
• Warehousing and Manufacturing (Corporation)
• Importation of Spare Parts (Partnership)
• Clinic and Health Service Provider (Corporation)
• BPO Tax Accountant (Corporation)
• International Travel Agency (Corporation)
• Restaurant and Café (Sole Proprietorship)

Languages Spoken:
English and Filipino

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