About Lobo
You’ll know exactly who is doing your work.
Lobo Tax & Advisory is a founder-led practice. Sebastian Orlando, EA, leads every engagement and is accountable for the advice you receive, and you can reach him directly.
The founder
A new practice, built on years of experience.
Sebastian founded Lobo to give clients one advisor who knows their situation and plans ahead with them.
Before starting Lobo, he built more than four years of professional tax experience across three different tax firms. That work spanned individual and business taxation, compliance, planning and advisory, and exposed him to a wide range of clients, tax situations, workflows and approaches to client service.
Lobo brings together what he learned in those environments, including what served clients well and what they wished were different, into a more personal, forward-looking approach to tax preparation and advisory.
- Credential
- Enrolled Agent (EA)
- Authorization
- Enrolled to practice before the Internal Revenue Service
- Education
- B.S., Business Management, concentration in finance · Stony Brook University
- Experience
- 4+ years of professional tax experience, before founding Lobo
- Work
- Individual tax preparation and planning, specialized returns, business and professional matters
Direct line
For first contact only. Documents are shared through the secure client portal once an engagement begins.
The kind of tax relationship clients deserve: proactive, personal and clear.
How the practice works
A long-term partner, not a once-a-year transaction.
- i.
Proactive, not reactive.
Planning happens during the year, while there is still time to act, not only at filing time.
- ii.
Plain English.
You should understand your return and your options. We explain the reasoning, not just the result.
- iii.
Grounded in the rules.
Recommendations rest on tax law and documented reasoning, not internet shortcuts. If a strategy doesn’t fit your facts, we’ll tell you.
- iv.
Remote-first and personal.
We work with clients wherever they are, and you work directly with the professional handling your return.
The credential
What is an Enrolled Agent?
Enrolled Agents are federally authorized tax practitioners with unlimited rights to represent taxpayers before the IRS, and must complete ongoing continuing education.
In plain terms: an Enrolled Agent can stand in for you with the IRS, in audits, collections and appeals, as well as prepare your return and plan with you. (At Lobo, representation is a separate engagement.) The credential is granted by the IRS, typically after a three-part exam; it is not an endorsement of any firm or practitioner.
Because it is a federal credential, it isn’t limited to a single state, which suits clients across the country and abroad.
IRS Special Enrollment Examination · three parts
- Part 1Individual taxation
- Part 2Business taxation
- Part 3Representation, practices and procedures
Sebastian Orlando, EA · Enrolled Agent, enrolled to practice before the Internal Revenue Service
The name
Why Lobo.
Lobo is Spanish for wolf. The wolf stands for the qualities we bring to every client relationship: intelligence, independence, awareness, strategy and protection.
Start with a conversation
Talk to the advisor behind your work.
A free Intro Call with Sebastian about your situation and the right service for it. Scope and fee are confirmed in writing before anything starts.