Areas of Expertise Tax return processing Client and project records Administrative support Client service Languages English Spanish Senior Tax Processor As a member of The Wolf Group, Angeles provides administrative, office, and client assistance in support of the firm’s operations. [...]
Areas of Expertise Client Relations Database Management Education Associates Degree, Accounting Languages Spoken English Client Service Coordinator Kristie is often the first point of contact for clients, taking new client calls and coordinating discovery meetings or consultations. She assembles and [...]
Areas of Expertise Offshore Voluntary Disclosure Practice Nonresident Alien Taxation US Taxation of International Organization Employees US Taxation of Foreign Pensions US Exit Tax US Taxation of Cryptocurrency US Taxation of PFICs Foreign Grantor and Non-Grantor Trust Taxation Individual Pre-Immigration Tax Planning Individual [...]
Areas of Expertise International organization employee and retiree taxation Expatriate taxation Trusts and estates Practice management Certifications/Credentials CPA, licensed in Virginia Education Bachelor of Science, Accounting, The Pennsylvania State University Languages Spoken English Principal, Director Emeritus As the founder of [...]
AREAS OF EXPERTISE International and Expatriate Taxation Foreign Asset Reporting Practice Management CERTIFICATIONS CPA, licensed in Virginia Financial planning EDUCATION Masters of Accounting, University of North Carolina at Chapel Hill MBA, University of North Carolina at Chapel Hill BA, Intercultural Communication, Davidson College [...]
