JORGE DIAZ
Meet the Founder
Jorge Diaz-Druet is an accomplished IRS Enrolled Agent, tax litigation defense strategist and representative with over a decade of experience and expertise in tax matters. Enrolled Agent status is the highest credential awarded by the IRS and is recognized across all 50 U.S. states. Jorge earned his BS in Accounting and MBA in Accounting and Finance from Grantham University. Jorge holds other licenses and certifications including Finra Series 6, Finra Series 63, and Finra Series 65 as an Investment Adviser and Fiduciary.
Jorge Diaz
Founder
Jorge Diaz
The Calloway Mission
What Makes Us Different
We’re Personal to You
Our firm will work with every client to create a personalized experience with assisting in filing taxes, financial planning or compliance issues.
We’re Forward Thinkers
Our firm is always looking for the most innovative ways to help clients achieve their financial goals. Our firm consistently researches the ever changing financial marketplace to improve on processes to enhance the client’s experience with our services.
We’re Educators
We are here as advisors to empower all of our clients to gain knowledge and understand their financial situations to help make them successful.
About Us
How We Help You
At Calloway Tax Advisors we understand our clients, care about their success, and strive to provide real-world solutions to help minimize their tax exposure and ensure compliance. We are responsive and proactive to all our clients’ needs and treat every client like family.
We know that the accounting needs for each business or family are unique & are proud to be tax advisors you can easily get in contact with, learn from, & trust.
