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So far The Wolf Group has created 493 blog entries.

2023 FinCEN BOI Report Engagement Letter

Dear Client: We look forward to providing you with BOI Report preparation services! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to [...]

By |2024-03-04T14:50:35-05:00March 4th, 2024|

Cindy Gomez

Areas of Expertise Recruiting Benefits management Human resources Certifications/Credentials SHRM Certified Education Bachelor of Business Administration (HR Management), Baruch College Languages Spoken English Spanish (basic) Cantonese (basic) HR Associate As HR Associate at The Wolf group, Cindy champions recruiting efforts [...]

By |2024-02-08T17:14:42-05:00February 6th, 2024|

Lorena Modesto

Areas of Expertise US gift, trust, and estate taxation US resident and nonresident taxation Foreign asset reporting Education MBA, Accounting & Finance, University of the Potomac Bachelor of Law, Centro Universitário Nossa Senhora do Patrocínio (CEUNSP), Brazil Languages Spoken English Portuguese [...]

By |2024-02-08T18:00:34-05:00January 25th, 2024|

Jacque Stadler

Areas of Expertise Tax return processing Administrative support Client service Certifications/Credentials Notary Public - TX Education Notary Public - TX Languages Spoken English Tax Processor Jacque is a Tax Return Processor at The Wolf Group with more than 30 years [...]

By |2024-02-08T17:47:24-05:00January 25th, 2024|

Sakila Fazal

Areas of Expertise Expatriate and inpatriate taxation Global mobility tax Foreign asset reporting Certifications/Credentials CPA, licensed in Texas Enrolled Agent (EA) Education MS, Professional Accounting (MPAAC), University of West Georgia MS, Accounting and Finance, University of La Réunion, France BS, Economics & Management, [...]

By |2024-02-08T18:05:51-05:00January 25th, 2024|

Carissa Aftab

Areas of Expertise US resident taxation US nonresident taxation International Organization taxation Education BS, Accounting, Liberty University (expected May 2024) Languages Spoken English Spanish Tax Specialist Carissa is a Tax Specialist on The Wolf Group team responsible for providing specialized [...]

By |2024-02-08T17:10:29-05:00January 25th, 2024|

Vanessa Antoniazzi

Areas of Expertise US resident taxation US nonresident taxation International Organization taxation Accounting, budgeting, and financial management Education MBA, Universidade de Caxias do Sul, Brazil BA, Accounting, Universidade de Caxias do Sul, Brazil Languages Spoken English Portuguese Tax Specialist Vanessa [...]

By |2024-02-08T20:05:35-05:00January 25th, 2024|

Stephne Flegel

Areas of Expertise US resident taxation US nonresident taxation International Organization taxation Military tax matters Certifications/Credentials Enrolled Agent (EA) Education MS, Leadership, American College of Financial Education (expected May 2024) BS, Accounting, Eastern Oregon University Languages Spoken English Tax Specialist [...]

By |2024-02-08T20:01:30-05:00January 25th, 2024|

Susan Su

Areas of Expertise Business taxation and cross-border matters US reporting of foreign entities Expatriate taxation Foreign asset reporting Certifications/Credentials CPA, licensed in Washington State Education MS, Commerce & Accounting, Deakin University, Australia MS, Accounting, American University, United States BS, Accounting, Liaoning University, China [...]

By |2024-02-08T20:02:48-05:00January 25th, 2024|

2023 Gift Tax Return Engagement Letter

Dear Client: The Wolf Group, P.C. is pleased to provide you with the professional services described below. This letter confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between [...]

By |2024-01-18T15:06:55-05:00January 18th, 2024|
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