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📍 Idesia Lipa, Lipa Bypass Road, Brgy. Inosluban, Lipa City, Batangas 4217

Accredited Public Practice · Batangas & Beyond

Assurance, tax & modern accounting built to scale your business.

Assurance — Independent, BOA-accredited financial statement audits designed to give you, lenders, and regulators reasonable assurance. Beyond compliance, every engagement involves rigorous inquiry to ensure your financial reporting is reliable, objective, and transparent.
Tax Compliance and Advisory — Tax is more than filing returns—it is a core business strategy. I provide end-to-end compliance alongside proactive advisory, ensuring you understand your tax position, minimize risk, and align tax planning with sustainable business growth.
Accounting — Accounting should build clarity, not administrative drag. I help modernize your financial reporting workflows, cutting hours of manual recordkeeping into efficient, automated systems that deliver real-time operational insight.
Book a Free Quick Meeting See what we handle
Idesia Lipa, Lipa Bypass Road, Brgy. Inosluban, Lipa City
Executive Credential Card BOA & BIR Accredited
Jan Michael Maglinao, CPA Logo

Jan Michael Maglinao

CPA · CMA · CISA · CTT · MBA (Cand.)

Principal, Jan Michael Maglinao, CPA

Over 9 years of practice bridging Big 4 assurance rigor, US GAAP / IFRS technical accounting, and automation. Member of the Accounting and Auditing Standards Committee of ACPAPP and Co-Founder at iCARE Accountancy Review.

  • Board of Accountancy (BOA)
    Accredited Public Practice CPA
  • Bureau of Internal Revenue (BIR)
    Authorized Tax Practitioner
  • Global Certifications
    ISACA CISA · IMA CMA

“Your growth is the real measure of my practice. I work side-by-side with business owners not just to solve problems, but to help you hit your goals and scale sustainably.”

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Years of Assurance Rigor & Advisory
Global & Local Experience
Experience in AU/NZ, US, Philippine businesses, both large and small
Professional Background
Experienced educator and practitioner, passionate in lifelong learning
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Global & National Credentials (CPA, CMA, CISA, CTT)

Comprehensive Scope

What we handle for you

Most firms stop at filing mechanical forms. We keep the general ledger audit-ready, protect your business positions before the BIR, answer questions that arise after, and stay reachable year-round.

Book a free quick meeting and get a quote

Monthly Bookkeeping & Retainers

Day-to-day recording, cash receipts and disbursement journals, bank reconciliations, and monthly balance sheets kept current and audit-ready.

Book a free quick meeting and get a quote → Sole Props · Retailers · Service MSMEs

Statutory Tax Compliance (BIR Returns)

Preparation and timely electronic filing of Withholding (1601C/E), VAT (2550Q), Percentage Tax (2551Q), and Annual ITRs with proactive health checks to eliminate open-cases.

Book a free quick meeting and get a quote → EOPT-Compliant Invoicing Review

Financial Statement Audit & Assurance

Independent, BOA-accredited Audited Financial Statements (AFS) with complete working paper substantiation for BIR filing, SEC compliance, and bank loan approvals.

Book a free quick meeting and get a quote → BOA Accredited Independent Audit

Business Registration & Corporate Setup

Complete regulatory formation: SEC corporate or One Person Corporation (OPC) registration, DTI permits, BIR Form 2303 registration, books of accounts stamping, and ATP invoicing.

Book a free quick meeting and get a quote → New Ventures & Transitions

US GAAP / IFRS Technical Advisory & Fractional Controller

Senior controller oversight for US/AU cross-border tech and SaaS startups. ASC 606 revenue recognition, ASC 842 lease accounting, NetSuite & QBO reconciliations, and audit-readiness.

Book a free quick meeting and get a quote → NetSuite · QBO · US GAAP

Accounting System Setup & IT Internal Controls

Chart of accounts architecture, cloud ERP deployment (QuickBooks, Xero), and ISACA CISA-level IT controls review to secure financial data against fraud and systemic error.

Book a free quick meeting and get a quote → CISA Certified Implementation
“We don’t just submit filings; we build audit-defensible financial operations. Our work includes continuously evaluating your existing accounting and tax workflows to strengthen compliance, minimize audit exposure, and capture legitimate tax savings.”

We answer after the filing

A BIR Letter of Authority (LOA), bank credit query, or supplier dispute does not wait for next quarter. We stand behind every number and stay directly reachable.

Earning your trust on smaller challenges first

We never oversell scope or push unnecessary retainers. We focus on solving immediate, practical bottlenecks first—proving our execution and value before taking on larger strategic engagements.

Plain explanations, zero jargon

You receive actionable clarity on your cash flow, taxable margins, and deductibility rules—not confusing stacks of raw tax forms to decode yourself.

Interactive Advisory Engines

Practice Tools & Calculators

Deterministic financial modeling and diagnostic engines built for Philippine enterprises, self-employed professionals, and modern founders. Compute statutory liabilities, simulate regime options, and make data-driven tax decisions with audit-grade precision.

★ Live Interactive Tool NIRC · TRAIN · CREATE · EOPT (RA 11976)

Philippine Individual Tax Regime Optimizer

An authoritative statutory modeling engine for self-employed professionals, sole proprietors, mixed-income earners, and micro-enterprises. Compare 8% Flat Tax, 40% OSD, Itemized Deductions (Sec. 34), and BMBE status (RA 9178) side-by-side to minimize your total annual tax liability and eliminate compliance uncertainty.

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Instant 4-Regime Matrix: Compare net tax dues, effective rates, and annual cash savings in real time.
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Net VAT vs. 3% PT Solver: Evaluate 12% creditable input VAT offsets with voluntary VAT advisory.
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Break-Even Margin Solver: Pinpoint the exact expense ratio where itemizing beats the 8% flat rate.
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CPA Advisory Memorandum: Generate and export an executive 2-page print/PDF report with statutory citations.
Launch Tax Optimizer → Book Strategy Meeting ↗

Product Roadmap

Upcoming Practice Tools

Additional proprietary statutory models in active engineering.

Coming Q4 2026

Corporate Income Tax (CIT) & CREATE MORE Estimator

Simulate 20% vs. 25% Regular Corporate Income Tax, Minimum Corporate Income Tax (MCIT), Net Operating Loss Carry-Over (NOLCO), and enhanced deductions under the CREATE MORE Act.

Target: Domestic Corporations & OPCs
Coming Q4 2026

BMBE Statutory Asset & Tax Diagnostic

Evaluate enterprise compliance for the ₱3.0M total asset ceiling (excluding land) under RA 9178, DTI Certificate of Authority requirements, and municipal LGU tax exemptions.

Target: Micro-Enterprises & Cooperatives
In Planning · 2027

VAT SLSP & BIR Form 2307 Reconciler

Audit-check quarterly Summary Lists of Sales and Purchases (SLSP) against BIR Form 2307 Creditable Withholding Tax certificates to eliminate electronic reconciliation notices.

Target: VAT-Registered MSMEs & Withholding Agents

Engagement Clarity

Get a Free Quote & Engagement Scope

Professional rates reflect accredited CPA oversight, active regulatory licenses, and defensible workpapers. No hidden fees or surprise surcharges. Get a free quote now.

Book a Free Virtual Meeting

Schedule a 15-minute introductory video or voice consultation directly to discuss your books and tax requirements.

Book on Calendar →

Call on Mobile

Speak directly with Jan Michael Maglinao for urgent statutory deadlines, open cases, or immediate consultations.

Call 0926 559 0256

Send an Email

Send your BIR Form 2303, previous tax returns, or RFP for a prompt, transparent engagement proposal.

Email info@jmaglinao.com

BioSite Digital Hub

Access verified credentials, publication archives, reviews, and social channels in one centralized profile.

Open BioSite Hub ↗

The Principal

Jan Michael Maglinao, CPA

CPA · CMA · CISA · CTT · MBA Candidate (Mapúa)

A multi-credentialed practitioner based in Lipa City, Batangas, Jan Michael combines Big 4 assurance rigor with senior advisory experience across US, Australian, and Philippine businesses. His engagements focus on independent financial statement audits, strategic tax compliance, accounting operations, and business advisory.

Beyond public practice, he co-founded and serves as Corporate Treasurer and Auditing Reviewer at iCARE Accountancy Review, leading specialized instruction in Auditing and Information Systems and Controls (ISC) for aspiring CPAs. He is also actively involved in shaping the profession as an ongoing member of the Accounting and Auditing Standards Committee of the Association of CPAs in Public Practice (ACPAPP) for the past two years.

Professional Accreditations & Affiliations

PRC Board of Accountancy
Certified Public Accountant
Lic. #0179671 (Valid to 2029)
ISACA (Global)
Certified Info Systems Auditor (CISA)
Cert. #262978529
Institute of Mgmt. Accountants (IMA)
Certified Management Accountant (CMA)
Member #10779270
ACPAPP
Accounting & Auditing Standards Committee
Member (2024–Present)
Philippine Institute of CPAs (PICPA)
Leadership & Active Member · Past Chapter President (Lipa City Chapter)

Our Philosophy

Modern accounting grounded in deep compliance.

Compliance is the foundation of long-term business resilience, not merely an annual filing checklist. When financial reporting is treated purely as routine data entry without an understanding of tax exposure and audit risk, businesses face preventable disruptions and costly penalty assessments.

We operate with institutional rigor from day one:

Tax-Optimized Substantiation: Every transaction is reviewed for deductibility and documentation integrity under the Ease of Paying Taxes (EOPT) Act rules.
Audit-Ready Ledgers: Entries are fully supported by valid compliance documents to maintain bulletproof books.
Institutional Credibility: Financial statements are engineered to withstand rigorous scrutiny from regulatory examiners, external auditors, and financial institutions alike.
View Verified Credentials → Email info@jmaglinao.com BioSite Hub ↗

Thought Leadership & Publications

Articles & Technical Insights

Authoritative statutory tax guidance, quality assurance working paper methodology, and auditing standards authored by Jan Michael Maglinao, CPA.

Browse All Articles → LinkedIn Feed ↗
Tax Compliance & Systems • Visual Infographic • 6 min read

BIR RMC No. 098-2026: Electronic Invoicing Guidelines & EIS Certification

Definitive visual infographic on BIR RMC No. 098-2026. Details the December 31, 2026 mandatory deadline for E-Commerce and Large Taxpayers, the 20-day Permit to Issue (PTI) SLA, the strict 6-month EIS certification window, JSON data formats, spreadsheet bans, and an interactive compliance readiness diagnostic.

View Infographic → Mandatory Deadline
Explore All Publications in the Insights Hub →

Clarity

Questions we hear most

Answers to common questions regarding our public practice accreditations, service locations, and client onboarding.

Have a specific question? Call us
What geographic areas do you serve?

Our primary physical office is in Lipa City, Batangas. We actively service clients across Lipa, Batangas City, Sto. Tomas, Tanauan, Malvar, and the wider CALABARZON and Metro Manila regions. For US and international tech companies, we provide remote fractional controller services aligned with US hours.

What regulatory accreditations do you hold?

Jan Michael Maglinao holds full regulatory accreditations required for public practice in the Philippines as an authorized CPA, BOA-accredited independent auditor, and BIR-accredited tax practitioner. Globally, he is certified as a CISA (ISACA) and CMA (IMA). For privacy and security, full verification certificates and active credential details are maintained on our official BioSite profile →

Aren't the services of a fully accredited CPA expensive?

Professional assurance and advisory are more accessible than most business owners assume. We tailor our fees to your entity’s actual size, operational complexity, and specific engagement requirements—ensuring you only pay for the exact level of effort you need.

By leveraging modern workflows, cloud tools, and streamlined review procedures, we eliminate redundant processing hours and pass those operational efficiencies directly to you. You receive high-caliber compliance and strategic insight focused on what actually drives your business forward, without an enterprise-level price tag.

How do I get started with an engagement?

Getting started is straightforward: call or send an inquiry via the form below. We will request your BIR Form 2303 (COR) and latest financial statements/tax returns for a quick 15-minute discovery consultation, followed by a transparent, formal proposal.

Can you handle US GAAP / foreign accounting?

Yes. With 9+ years experience supporting US, Australian, and international entities, we offer fractional accounting controller services, technical accounting memos (ASC 606 revenue recognition, ASC 842 leases), and NetSuite/QuickBooks Online month-end close.

Get in Touch

Idesia Lipa, Lipa Bypass Road, Lipa City

Brgy. Inosluban, Lipa City, Batangas 4217, Philippines

0926 559 0256 View on Google Maps

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