Areas of Expertise High-net-worth individuals International organization employees US citizens living abroad US nonresidents Certifications/Credentials CPA, licensed in Virginia and Pennsylvania Education Bachelor of Science, Accounting, Wilkes College, Wilkes Barre, PA Languages Spoken English Senior Tax Manager Lori is a [...]
Areas of Expertise Accounts payable, accounts receivables, financial statements, payroll, bank reconciliations Computerized accounting Tax preparation Certifications/Credentials Accountant Education Universidad Privada Boliviana Tax Preparation at HR Block and other trainings related to taxes Languages Spoken English Spanish Accounting Manager Elizabeth [...]
Areas of Expertise Expatriates International Entities Certifications/Credentials CPA, licensed in New York Education Master of Taxation, St. John’s University New York Bachelor of Accounting, St. John’s University New York Languages Spoken Chinese English Tax Specialist Han is a CPA and [...]
Areas of Expertise International Foreign asset reporting—FBAR, Form 8938, Form 8621 International Foreign Partnerships and Corporations-Forms 5471 and 8865 Expatriate Tax Returns—Form 2555s and 1116. OVDP streamline reporting—Foreign and Domestic Streamline programs Certifications/Credentials CPA Education Bachelor’s Degree, Accounting, George Mason University Languages Spoken [...]
Areas of Expertise Expatriates Inpatriates International organization employees and retirees Entrepreneurs with foreign interests Education Bachelor’s Degree, cum laude, Virginia Tech and Old Dominion University Languages Spoken English Senior Tax Specialist Angela is a seasonal Senior Tax Specialist at The [...]
Areas of Expertise Human resources Recruiting Certifications/Credentials SHRM Certified Education Bachelor’s Degree, Marketing, George Mason University Languages Spoken English Chief Operating Officer Bio Coming Soon!
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 As the founder of The [...]
