Tax Consultant

Stefani is a Certified Financial Planner®, Enrolled Agent, and Consultant at The Wolf Group, who supports specialized US tax planning services for clients with international concerns, including high-net-worth individuals with global assets, entrepreneurs with foreign interests, expatriates, inpatriates, and international organization employees and retirees.

Daily, Stefani offers tax advice and support to various individuals, including US citizens and residents, green card holders, international organization employees, various visa holders, and US nonresident alien individuals.

Stefani also assists individuals who are entering US tax compliance through IRS amnesty programs, such as the Streamlined Filing Programs. In addition, she helps individuals who are relinquishing their US citizenship or green cards. Lastly, Stefani provides support to individuals and businesses who have received tax notices and audits from the IRS or state taxing authorities.

Before joining The Wolf Group in 2022, Stefani obtained her US CFP® credentials and created educational videos on tax and financial concepts in English and Portuguese. In addition, she began her career in Brazil, in the financial services industry, where she was a Client Relationship and Operations Associate for Brazilian retirement accounts.

Outside of work, Stefani is a lifelong learner, she is a board member of the Women and Business Initiative at a local University, and she also enjoys spending time with family and friends.