Germano Lima, EA, MST
Principal
Now a tax preparer that you can trust serving Marlborough, MA.
Germano graduated from Framingham State University with a Bachelor of Science in Business Administration. He continued his education and graduated from Suffolk University receiving a Master of Science in Taxation.
Mr. Lima is an Enrolled Agent (EA) who has earned the privilege to represent you before the Internal Revenue Service. As an Enrolled agent, he has the highest credential the IRS awards.
Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. He enjoys sports, and traveling in his free time with his family.
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Master of Science in Taxation - Suffolk University
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Enrolled Agent - IRS
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Member of National Association of Enrolled Agents (NAEA)
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Member of Massachusetts Society of Enrolled Agents (MaSEA)
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Certified Acceptance Agent - CAA IRS
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Quickbooks Certified ProAdvisor - Intuit
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Massachusetts Notary Public
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NTPI Fellow
An expert in solving tax issues for their clients
You may have noticed Germanol uses the designation “NTPI Fellow®.” This designation is evidence of significant expertise in the representation of taxpayers before the IRS. Becoming an NTPI Fellow isn’t easy. To fully appreciate what it says about your tax professional, here’s a rundown of the prerequisites and requirements to achieve this distinction.
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In order to enroll in the National Tax Practice Institute™ (NTPI®), your tax professional must be an enrolled agent*, CPA, or tax attorney. These are the only three professional groups that have full rights of representation before the IRS. That means that not only can they speak directly to the IRS regarding your taxes without you being present, they can represent you in an IRS audit, collection, or appeal. If you find yourself in tax trouble, you’ll want one of these professionals by your side.
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NTPI Fellows have completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. They have learned to guide their clients through the often challenging maze of IRS codes, internal regulations, and agency structure. Once enrolled in NTPI, attendees study a broad range of applicable topics, including:
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Communicating with the IRS
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Assisting Non-Filers
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Examination (introduction and advanced)
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Appeals (introduction, exam appeals, collection appeals, and advanced appeals)
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Tax Research and Resources
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Collections
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Criminal Investigation (introduction and advanced)
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Form 1040 Audits
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Innocent Spouse
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Freedom of Information Act
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Case Resolutions
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Trust Fund Recovery Penalty
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Liens and Levies
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Correcting Bad Actions of Clients
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Bankruptcy
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The process of becoming an NTPI Fellow often takes several years, but the learning doesn’t stop there. As a whole, NTPI Fellows are individuals who exceed IRS’ minimum standard for continuing education and are dedicated to staying on top of the latest changes to the tax code. Many Fellows participate annually in NTPI’s Graduate Level courses in Representation because they don’t want to miss a thing.
Now that you’re aware of what the designation represents, you’ll notice many of the nation’s top tax practitioners have earned it. Is your tax practitioner an NTPI Fellow? Germano is an NTPI Fellow.
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*Enrolled agents are the only tax professionals licensed by the US Department of Treasury.
