Juan Ortiz

Areas of Expertise

  • Expatriate taxation
  • Taxation of high-net-worth individuals
  • Global mobility tax matters
  • Trust, gift, corporate, and partnership tax

Certifications/Credentials

  • Enrolled Agent

Education

  • BA, Business Management, City University of New York

Languages Spoken

  • Spanish
  • English

Juan Ortiz

Juan is an IRS Enrolled Agent (EA) and Senior Tax Specialist at The Wolf Group, with more than 20 years of experience in the global tax and accounting industries.

He provides specialized U.S. tax services to clients with international concerns, including expatriates, inpatriates, and high-net-worth individuals with global assets, as well as international organization employees and retirees, and entrepreneurs with foreign interests. In this capacity, Juan assists U.S. citizens, green card holders, and foreign nationals with their individual income tax matters.

Before joining The Wolf Group, Juan worked for various companies assisting Americans living abroad with their US tax filings. He has vast experience in preparing expat tax returns, conducting expat tax consultations and tax research, and working on expat tax returns for corporate executives who were on foreign assignments.

Outside of work, Juan enjoys spending time with his wife and two daughters and playing dominoes. He also likes baseball and goes to Yankee Stadium regularly for games.