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About Yolanda Medina

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So far Yolanda Medina has created 11 blog entries.

2024 Individual Tax Return Engagement Letter (NP)

Dear Client: We look forward to providing you with tax return preparation services this year! 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 [...]

By |2025-01-27T13:59:18-05:00January 27th, 2025|
  • Teresa E

Teresa Espinosa

Areas of Expertise US resident taxation US nonresident taxation International organization employees and retirees Education BBA, Accounting, University of North Texas Languages Spoken English Spanish Tax Specialist Teresa is a Tax Specialist at The Wolf Group, providing specialized tax services [...]

By |2025-09-03T07:49:03-04:00January 22nd, 2025|
  • Stacy J

Stacy Joseph

Areas of Expertise US resident taxation US nonresident taxation International organization taxation Education BS, Accounting, University of South Florida Languages Spoken English French creole Tax Specialist Stacy is a Tax Specialist at The Wolf Group who provides specialized tax services to [...]

By |2025-09-03T07:47:25-04:00January 22nd, 2025|
  • Amber M

Amber Moore

Areas of Expertise Gift, trust, and estate tax compliance High-net-worth individuals Private wealth clients and advisors Tax research and technical writing Education MS, Accounting, Siena University BS, Accounting, Siena University Languages Spoken English Tax Senior As a tax professional with [...]

By |2025-09-03T07:50:53-04:00January 21st, 2025|

2024 Gift Tax Return Engagement Letter (GF)

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 |2024-12-13T10:32:17-05:00December 13th, 2024|
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