June 2023
Denise Campagna
Education MPA, Professional Accounting, The University of Texas at Austin BBA, Business Administration, The University of Texas at Austin Languages Spoken English Italian Tax Specialist As a Tax Specialist at The Wolf Group, Denise provides specialized 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, Denise assists US citizens, green card holders, foreign nationals, and US businesses with their income tax matters. She also prepares amended tax returns under IRS Amnesty programs, such as the IRS Streamlined Foreign and Domestic Filing Procedures. Before joining The Wolf Group, Denise worked for 8 years as a tax professional and Corporate Tax Manager at Ernst & Young. She managed large tax outsourcing engagements in the construction, healthcare, and energy sectors. Her responsibilities included large corporate consolidations with multistate jurisdictional filings, large case IRS audits, and various consulting projects. After the first 10 years of her career, Denise spent 8 years as an expatriate in Bologna, Italy, where she was active in expatriate and community events; served on the International Women’s Forum; and founded a networking group for international women looking for connection and direction, which she continues to manage following her return to the US in 2021. Outside of work, Denise enjoys party planning, traveling, and spending time with her family and friends.
Laura Savia
Areas of Expertise US resident and nonresident taxation Expatriate taxation Foreign asset reporting Education MBA, Accounting, University of the Cumberlands MS, Management, Sullivan University Bachelor of Law, Universidade Metodista de Sao Paulo, Brazil Languages Spoken English Portuguese Tax Specialist Laura is a Tax Specialist on The Wolf Group team responsible for providing specialized 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. In this capacity, Laura assists U.S. citizens, green card holders, and foreign nationals with their individual income tax matters. She also assists clients in filing amended tax returns under IRS Amnesty programs, such as the IRS Streamlined Foreign and Domestic Filing Procedures. Before joining The Wolf Group, Laura worked for a global tax advisory firm in Florida, where she prepared a variety of international tax forms and filings and assisted clients in resolving tax matters with the IRS. In addition, she worked for a Brazilian law firm, where she conducted legal research and supported attorneys in building their clients’ cases. In her free time, Laura enjoys traveling, learning new languages, cooking, and playing beach volleyball.
Sara Ali
Areas of Expertise US resident taxation US nonresident taxation International Organization taxation Education BS, Accounting, George Mason University Languages Spoken English Arabic Junior Tax Specialist Sara is a Tax Specialist on The Wolf Group team responsible for providing specialized 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. In this capacity, Sara assists U.S. citizens, green card holders, and foreign nationals with their individual income tax matters, including US tax reporting of rental properties, investment income, income from international organizations, foreign pensions, and foreign investment income. Before joining The Wolf Group, Sara did bookkeeping in both Quickbooks and Quickbooks Online. During her free time, Sara loves to spend time with her family, travel, exercise, and bake.
Daniel Eckenrode
Areas of Expertise International tax advisory Expatriate taxation Foreign asset reporting Certifications/Credentials NJ State Bar Education M., Taxation, Villanova University JD, Villanova University BA, Government and Politics, Saint John’s University Languages Spoken English Senior Tax Specialist As a Senior Tax Specialist at The Wolf Group, Daniel provides specialized 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, Daniel assists U.S. citizens, green card holders, and foreign nationals with their individual income tax matters. He also prepares amended tax returns under IRS Amnesty programs, such as the IRS Streamlined Foreign and Domestic Filing Procedures. Before joining The Wolf Group, Daniel worked at a US “Big 4” accounting firm, in the International Corporate division. There, he advised clients on tax planning strategies and prepared tax filings to report US ownership of foreign corporations and foreign partnerships. He also previously worked for a specialty tax firm focused on expatriate taxation and worked as a law clerk on the New Jersey State Tax Court. Outside of work, Daniel enjoys learning new languages, exercising, and attending NY Yankees’ games.
Hillary Johnson
Areas of Expertise Legal and tax research Legal drafting US civil litigation procedure Client relations Certifications/Credentials Certified Paralegal Certified Mediator Education MA, Legal Studies, Texas State University BBA, Music Business, Belmont University Languages Spoken English Business Advisory Services Manager As Business Advisory Services Manager at The Wolf Group, Hillary assists in onboarding tax advisory clients, helps new clients understand the information needed to get started with their tax services, and provides research and other support to tax engagements. In addition, she prepares and files tax forms with the IRS and state tax authorities and provides direct support to tax advisory professionals within the firm. Before joining The Wolf Group, Hillary worked as a civil litigation paralegal at various boutique litigation firms. She also served as a business compliance manager, assisting clients with US tax resolution services, as well as handling business entity formation and maintenance in multiple states and at the federal level. In her free time, Hillary enjoys spending quality family, cooking, crocheting, crafting, attending live music shows, and completing DIY home improvement projects. Additionally, Hillary is an intermediate-level vocalist.
Mai Dang
Areas of Expertise Accounting Bookkeeping Record Keeping Education BS, Accounting, George Mason University BS, Accounting and Analytics, Hanoi National University, Vietnam Languages Spoken English Vietnamese Accounting Associate As an Accounting Associate at The Wolf Group, Mai supports the internal accounting team by performing a variety of functions related to financial statement preparation, bookkeeping, record keeping, and client support. Before joining The Wolf Group, Mai worked for an accounting firm in Vietnam, where she prepared Vietnamese tax returns, performed general accounting tasks, and assisted with audits. Outside of work, Mai loves to cook, especially to try new recipes and dishes. In addition, she enjoys walking and travelling to new places.
Tracy Barnett
Areas of Expertise Coming Soon! Certifications/Credentials Coming Soon! Education Coming Soon! Languages Spoken English Tax Manager Bio Coming Soon!
February 2023
2022 Fiduciary Tax Return Engagement Letter (R)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state fiduciary income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Information Gathering and Submittal Process You are responsible for fully and accurately disclosing to us all relevant facts affecting your returns. To help you assemble the information needed for your returns, we will provide you with a questionnaire, organizer, and/or other document requesting specific information. Once your information is assembled and organizers/questionnaires are complete, you will submit your complete information to us. Please know that failure to provide information via completed questionnaires and organizers may require an extraordinary effort on our part, which may be reflected in our fee for service. We will not audit or otherwise verify the information you provide us; however, we may ask for additional clarification of some information. You should maintain the documentation necessary [...]
2022 Fiduciary Tax Return Engagement Letter (G)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state fiduciary income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Information Gathering and Submittal Process You are responsible for fully and accurately disclosing to us all relevant facts affecting your returns. To help you assemble the information needed for your returns, we will provide you with a questionnaire, organizer, and/or other document requesting specific information. Once your information is assembled and organizers/questionnaires are complete, you will submit your complete information to us. Please know that failure to provide information via completed questionnaires and organizers may require an extraordinary effort on our part, which may be reflected in our fee for service. We will not audit or otherwise verify the information you provide us; however, we may ask for additional clarification of some information. You should maintain the documentation necessary [...]
2022 Gift Tax Return Engagement Letter (R)
Dear Client: The Wolf Group, P.C. is pleased to provide you with the professional services described below. This letter, and the attached Additional Engagement Terms and any other attachments incorporated herein (collectively, “Agreement”), confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between you and our firm will be governed by the terms of this Agreement. Engagement Objective and Scope We will prepare the following federal gift tax return for the year ended December 31, 2022: Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Federal and state law governs your obligation to file a gift tax return and pay gift tax. The Internal Revenue Service (“IRS”) considers a gift to be any transfer to an individual, either directly or indirectly, where full consideration (measured in money or money’s worth) is not received in return. Under federal tax law, certain gifts are not taxable, and taxable gifts are subject to an annual gift tax exclusion amount, which for 2022, is $16,000 per taxpayer. In addition, a lifetime gift exclusion amount applies to federal transfer taxes, which for 2022, is $12,060,000, per individual. A gift tax return is an individual filing; there is no joint gift tax return. Under certain circumstances spouses may elect to “split” gifts. If you are eligible for, and elect gift-splitting, we will also prepare your spouse’s Gift Tax Return. We will not prepare any tax returns except those identified above, without your written request, and our written consent to do so. We will prepare your gift tax return based upon information and representations that you provide to us. We have not been engaged to and will not prepare financial statements. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify certain information. We will prepare the above-referenced gift tax return solely for filing with the IRS and state and local tax authorities as identified above. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any, and all, claims arising from the use of the tax return for any purpose other than filing with the IRS and other tax authorities regardless of the nature of the claim, including the negligence of any party. The scope of our engagement is limited to the preparation of the gift tax return listed above. It may include tax advice related to the preparation of the gift tax return. Our engagement does not include any procedures designed to detect errors, fraud, or theft. Therefore, our engagement cannot be relied upon to disclose such matters. This engagement is limited to the professional services outlined above. CPA Firm Responsibilities Unless otherwise noted, we will perform our services in accordance with the Statements on Standards for Tax Services (“SSTS”) issued by the American Institute of Certified [...]
2022 Gift Tax Return Engagement Letter (G)
Dear Client: The Wolf Group, P.C. is pleased to provide you with the professional services described below. This letter, and the attached Additional Engagement Terms and any other attachments incorporated herein (collectively, “Agreement”), confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between you and our firm will be governed by the terms of this Agreement. Engagement Objective and Scope We will prepare the following federal gift tax return for the year ended December 31, 2022: Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Federal and state law governs your obligation to file a gift tax return and pay gift tax. The Internal Revenue Service (“IRS”) considers a gift to be any transfer to an individual, either directly or indirectly, where full consideration (measured in money or money’s worth) is not received in return. Under federal tax law, certain gifts are not taxable, and taxable gifts are subject to an annual gift tax exclusion amount, which for 2022, is $16,000 per taxpayer. In addition, a lifetime gift exclusion amount applies to federal transfer taxes, which for 2022, is $12,060,000 per individual. A gift tax return is an individual filing; there is no joint gift tax return. Under certain circumstances spouses may elect to “split” gifts. If you are eligible for, and elect gift-splitting, we will also prepare your spouse’s Gift Tax Return. We will not prepare any tax returns except those identified above, without your written request, and our written consent to do so. We will prepare your gift tax return based upon information and representations that you provide to us. We have not been engaged to and will not prepare financial statements. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify certain information. We will prepare the above-referenced gift tax return solely for filing with the IRS and state and local tax authorities as identified above. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any, and all, claims arising from the use of the tax return for any purpose other than filing with the IRS and other tax authorities regardless of the nature of the claim, including the negligence of any party. The scope of our engagement is limited to the preparation of the gift tax return listed above. It may include tax advice related to the preparation of the gift tax return. Our engagement does not include any procedures designed to detect errors, fraud, or theft. Therefore, our engagement cannot be relied upon to disclose such matters. This engagement is limited to the professional services outlined above. CPA Firm Responsibilities Unless otherwise noted, we will perform our services in accordance with the Statements on Standards for Tax Services (“SSTS”) issued by the American Institute of Certified [...]
January 2023
Maria “Masha” Zhandalinova
Areas of Expertise International tax advisory and reporting IRS Amnesty Programs US resident and expatriate taxation Foreign asset reporting International entities Certifications/Credentials CPA, licensed in California Education BS in Marketing, Saint Petersburg State University (Russia) Languages Spoken English Russian Tax Manager Masha is a CPA and Tax Manager at The Wolf Group, who specializes in assisting entrepreneurs, high-net-worth individuals, and multinational businesses with their international tax planning and tax preparation needs. She regularly advises clients on proper reporting for their international businesses (whether inbound to or outbound from the US), proper reporting of global income and assets, and tax savings opportunities. In her day-to-day practice, Masha Supports individuals with complex, cross-border situations, including U.S. citizens, green card holders, and other tax residents Advises individuals and entities coming into US tax compliance via IRS amnesty programs (Offshore Voluntary Programs and Streamlined Programs) Reviews US tax returns for high-net-worth individuals and closely held businesses with international presence (both inbound and outbound) Prepares various complex calculations and international reporting forms Specific focus areas include reporting of Controlled Foreign Corporations (CFCs) and other foreign entities, entity basis calculations, Subpart F income and exceptions, Global Intangible Low-Taxed Income (GILTI), Earnings and Profits (E&P) calculations, §962 and other elections, Previously Taxed Earnings & Profits (PTEP) ordering and calculations, and foreign asset reporting. Before joining The Wolf Group in 2022, Masha worked as a supervising senior accountant with an international tax group in a national public accounting firm. Prior to that, Masha worked in the accounting department for an international startup company. Originally from Russia, Masha came to the United States in 2007 as a Fulbright scholar. Outside of work, Masha enjoys spending time with family, preparing sophisticated desserts and fine chocolates, and reading.
Nicole LaCava
Areas of Expertise Tax implications of international operations IRS Streamlined/Amnesty Programs US resident and expatriate taxation Foreign asset reporting International entities Certifications/Credentials CPA, licensed in New York Education MS, Professional Accountancy, The State University of New York at Albany BS, Accounting, The State University of New York at Albany Languages Spoken English Senior Tax Manager Nikki is a CPA and Senior Tax Manager at The Wolf Group, who specializes in assisting entrepreneurs, high-net-worth individuals, and multinational businesses with their international tax planning and tax preparation needs. She regularly advises clients on tax-efficient structuring of international transactions, proper reporting of global income and assets, effective use of tax treaties, and ways to reduce worldwide tax burdens. Specific focus areas include tax concepts pertaining to Controlled Foreign Corporations (CFCs) and other foreign entities, such as attribution matters, Subpart F income, and exceptions, Global Intangible Low-Taxed Income (GILTI), Earnings and Profits (E&P) calculations, §962 elections, Previously Taxed Earnings & Profits (PTEP) ordering and calculations, and §986(c) foreign currency gain/loss calculations with regard to PTEP. In addition, Nikki advises high-net-worth individuals with complex, cross-border issues or foreign asset reporting needs. In this capacity, she analyzes foreign pensions, grantor trusts, non-grantor trusts, business interests, and other assets to determine the proper US reporting requirements and helps clients navigate the IRS’s Voluntary Disclosure, Streamlined, and other Amnesty programs. Before joining The Wolf Group in 2022, Nikki had nearly a decade of experience in public accounting and tax advisory, including 7 years supporting ultra-high-net-worth individuals as part of Goldman Sachs Ayco Personal Financial Management’s international tax division. When not in the office, Nikki enjoys outdoor activities and spending time with family and friends.
Isadora Pereira do Prado
Areas of Expertise International tax and reporting advisory Cross-border planning for international families and businesses Pre-immigration and expatriation planning US taxation of foreign pensions Gift, trust, and estate taxation Offshore Voluntary Disclosure Practice Certifications/Credentials Certificate in International Taxation, Georgetown University Law Center OAB/SP, licensed to practice law in Brazil Education LLM, Taxation, Georgetown University Law Center MBA, Tax Management and Compliance, Fundação Instituto de Pesquisas Contábeis, Atuariais e Financeiras (Brazil) LLB, Pontifícia Universidade Católica de São Paulo (Brazil) Languages Spoken Portuguese Spanish English Consulting Supervisor Isadora is a Consulting Supervisor at The Wolf Group, with nearly a decade of experience in international tax matters. Isadora provides specialized US tax planning services to clients with international concerns, including business owners, high-net-worth individuals with global assets, entrepreneurs with foreign interests, expatriates, inpatriates, as well as international organization employees and retirees. In her day-to-day practice, Isadora provides tax advice and assistance to Individuals with complex cross-border situations, including U.S. citizens and residents, green card holders, international organization employees, various visa holders, and U.S. nonresident alien individuals Entrepreneurs and business owners with entity structuring and international business concerns Individuals coming into U.S. tax compliance via IRS amnesty programs (Offshore Voluntary Disclosure and Streamlined Programs) Individuals relinquishing their U.S. citizenship or green cards Individuals and businesses who have received tax notices and audits from the IRS or state taxing authorities Before joining The Wolf Group in 2022, Isadora worked for law firms based in São Paulo, Brazil, and as a researcher in the International Taxation field. Outside of work, Isadora enjoys going to the movies and sampling new restaurants.
December 2022
2022 Entity Tax Return Engagement Letter (E-R)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state income tax returns with all required accompanying forms, statements, and schedules. We will do so with the information you furnish to us as described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities, regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Information Gathering and Submittal Process You are responsible for fully and accurately disclosing to us all relevant facts affecting your returns. To help you assemble the information needed for your returns, we will provide you with a questionnaire, organizer, and/or other documents requesting specific information. Once your information is assembled and organizers/questionnaires are complete, you will submit your complete information to us. Please know that failure to provide information via completed questionnaires and organizers may require an extraordinary effort on our part, which may be reflected in our fee for service. We will not audit or otherwise verify the information you provide us; however, we may ask for additional clarification of some information. You should maintain the documentation necessary to support the data used in the preparation of your tax returns should you be required to produce them upon examination by the taxing authorities. Client Due Diligence We will provide you with guidance on the timeline for submitting your tax information to us. It is your responsibility to provide your complete tax information to us in a timely manner so that we can prepare [...]
2022 Entity Tax Return Engagement Letter (E-CR)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state income tax returns with all required accompanying forms, statements, and schedules. We will do so with the information you furnish to us as described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities, regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Information Gathering and Submittal Process You are responsible for fully and accurately disclosing to us all relevant facts affecting your returns. To help you assemble the information needed for your returns, we will provide you with a questionnaire, organizer, and/or other documents requesting specific information. Once your information is assembled and organizers/questionnaires are complete, you will submit your complete information to us. Please know that failure to provide information via completed questionnaires and organizers may require an extraordinary effort on our part, which may be reflected in our fee for service. We will not audit or otherwise verify the information you provide us; however, we may ask for additional clarification of some information. You should maintain the documentation necessary to support the data used in the preparation of your tax returns should you be required to produce them upon examination by the taxing authorities. Client Due Diligence We will provide you with guidance on the timeline for submitting your tax information to us. It is your responsibility to provide your complete tax information to us in a timely manner so that we can prepare [...]
2022 Entity Tax Return Engagement Letter (E-G)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state income tax returns with all required accompanying forms, statements, and schedules. We will do so with the information you furnish to us as described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities, regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Information Gathering and Submittal Process You are responsible for fully and accurately disclosing to us all relevant facts affecting your returns. To help you assemble the information needed for your returns, we will provide you with a questionnaire, organizer, and/or other documents requesting specific information. Once your information is assembled and organizers/questionnaires are complete, you will submit your complete information to us. Please know that failure to provide information via completed questionnaires and organizers may require an extraordinary effort on our part, which may be reflected in our fee for service. We will not audit or otherwise verify the information you provide us; however, we may ask for additional clarification of some information. You should maintain the documentation necessary to support the data used in the preparation of your tax returns should you be required to produce them upon examination by the taxing authorities. Client Due Diligence We will provide you with guidance on the timeline for submitting your tax information to us. It is your responsibility to provide your complete tax information to us in a timely manner so that we can prepare [...]
2022 WGCA Client Tax Return Engagement Letter
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state individual income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Tax Filings for Dependent or Minor Children In some cases, a dependent or minor child under your care and supervision may be required to file a U.S. income tax return, state income tax return, and/or International Informational Report (e.g., FinCEN Form 114 (FBAR)). Generally, if you request that we prepare such forms on your dependent’s behalf, we will consider that service to be covered under the current engagement as a “dependent tax filing,” and we will bill the preparation to you based on our most recent tax preparation fee schedule. However, in some circumstances, we may require that the preparation be handled under a separate engagement, with an additional Engagement Letter to be completed by you, the parent or [...]
2022 Individual Tax Return Engagement Letter (CR)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state individual income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Tax Filings for Dependent or Minor Children In some cases, a dependent or minor child under your care and supervision may be required to file a U.S. income tax return, state income tax return, and/or International Informational Report (e.g., FinCEN Form 114 (FBAR)). Generally, if you request that we prepare such forms on your dependent’s behalf, we will consider that service to be covered under the current engagement as a “dependent tax filing,” and we will bill the preparation to you based on our most recent tax preparation fee schedule. However, in some circumstances, we may require that the preparation be handled under a separate engagement, with an additional Engagement Letter to be completed by you, the parent or [...]
2022 Individual Tax Return Engagement Letter (R)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state individual income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Tax Filings for Dependent or Minor Children In some cases, a dependent or minor child under your care and supervision may be required to file a U.S. income tax return, state income tax return, and/or International Informational Report (e.g., FinCEN Form 114 (FBAR)). Generally, if you request that we prepare such forms on your dependent’s behalf, we will consider that service to be covered under the current engagement as a “dependent tax filing,” and we will bill the preparation to you based on our most recent tax preparation fee schedule. However, in some circumstances, we may require that the preparation be handled under a separate engagement, with an additional Engagement Letter to be completed by you, the parent or [...]
2022 Individual Tax Return Engagement Letter (G)
Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to expect from us, and we can endeavor to delight you with high-quality, seamless services. We strive to make our tax return process as straightforward and convenient as possible for you. Our goal is to minimize any hassle on your end while also making things as efficient as possible on our end. This allows us to deliver your returns expediently, while also bringing to bear a high level of technical expertise and personal service. It also helps us keep our costs down for all clients. Returns Covered under the Engagement With this letter, you are engaging us to prepare your 2022 U.S. and state individual income tax returns. We will do so with the information you furnish to us in the process described below. If you have taxable income or loss in a state or locality other than your resident state, please let us know, and we would be pleased to prepare the required nonresident state tax return(s). In addition, you may have a filing requirement or tax liability in a foreign country. Generally, you are responsible to determine whether you must file and pay taxes in a foreign country; however, upon request, we would be pleased to assist you in making these determinations. We will not prepare any tax returns other than those identified above, without your written request, and our written consent to do so. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party. This engagement is limited to the professional services outlined above. Tax Filings for Dependent or Minor Children In some cases, a dependent or minor child under your care and supervision may be required to file a U.S. income tax return, state income tax return, and/or International Informational Report (e.g., FinCEN Form 114 (FBAR)). Generally, if you request that we prepare such forms on your dependent’s behalf, we will consider that service to be covered under the current engagement as a “dependent tax filing,” and we will bill the preparation to you based on our most recent tax preparation fee schedule. However, in some circumstances, we may require that the preparation be handled under a separate engagement, with an additional Engagement Letter to be completed by you, the parent or [...]
Stefani Tueme
Areas of Expertise International organization employee and retiree taxation International tax and reporting advisory Cross-border planning Pre-immigration and expatriation planning Streamlined Filing Procedures Certifications/Credentials CFP® EA Education BS, Economics, Sao Judas Tadeu – Brazil Certificate in Financial Planning and Services, George Mason University Master’s in behavioral economics, ESPM – Brazil Languages Spoken English Portuguese Spanish (basic) 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.
Michelle Jacobs
Areas of Expertise Client Services Project Coordination Tax Operations Education AA, Business Language English Client Relationship Manager, Team Lykos Michelle is a Client Relationship Manager (CRM) at The Wolf Group, responsible for overseeing the client experience for both US and foreign national clients. She works closely with tax technical professionals and reaches out to clients to ensure the smooth flow of information and high-quality services. As the primary CRM for the firm’s Team Lykos, Michelle largely supports US citizens abroad, foreign nationals residing in the US, global mobility clients, high-net-worth individuals with foreign assets, and other individuals with international tax complexity. She keeps clients abreast of new developments, facilitates communications with tax preparers, monitors the progress of engagements, and coordinates services. In addition, she helps those who are new to the US tax system to understand the filing process and what to expect. In her tenure with the firm, Michelle has supported all aspects of tax operations. Before joining The Wolf Group in 2013, Michelle worked as the Global Sourcing Coordinator for a major manufacturing company. Outside of work, Michelle enjoys cruising, traveling, writing, playing piano, and spending time with children and grandchildren.
Allyson Victory
Areas of Expertise Client Services Client Relationship Management Project Management Education BS, Hospitality and Business, Grand Valley State University Languages Spoken English Client Relationship Manager, Team Susi Allyson is a Client Relationship Manager (CRM) at The Wolf Group, responsible for overseeing the client experience for both US and foreign national clients. She works closely with tax technical professionals and reaches out to clients to ensure the smooth flow of information and high-quality services. As the primary CRM for the firm’s Team Susi, Allyson largely supports high-net-worth individual clients, family groups with interconnected tax filings, fiduciary clients, and other clients with gift, trust, and estate needs. She keeps clients abreast of new developments, facilitates communications with tax preparers, monitors the progress of engagements, and coordinates services. In addition, she helps those who are new to the US tax system to understand the filing process and what to expect. Before joining The Wolf Group in 2022, Allyson worked in the hospitality industry for 10 years, as a community specialist, account manager, and client service manager. During those 10 years, she spent 5 years with Delta Air Lines, in roles that enabled her to travel extensively and brought her into contact with diverse nationalities and cultures. Outside of work, Allyson enjoys traveling, hiking, playing board games, and spending time with family and friends.
Pam Torrico
Areas of Expertise Client relations Project management Intercultural communications Education BS, Business Management, George Mason University Languages Spoken Portuguese English Spanish Client Relationship Manager, Team Okami Pam is a Client Relationship Manager (CRM) at The Wolf Group, responsible for overseeing the client experience for both US and foreign national clients. She works closely with tax technical professionals and reaches out to clients to ensure the smooth flow of information and high-quality services. As the primary CRM for the firm’s Team Okami, Pam largely supports high-net-worth individuals whose tax planning and tax returns involve significant international complexities (Forms 5471, 5472, 8865, 8621, 3520/3520-A, etc.). She keeps clients abreast of new developments, facilitates communications with tax technical staff, monitors the progress of engagements, and coordinates services. In addition, she helps those who are new to the US tax system to understand the filing process and what to expect. Before joining The Wolf Group in 2022, Pam worked in the J-1 visa cultural exchange industry, supporting exchange participants and host families, troubleshooting issues, and handling program billing matters. She also has prior experience working in a Brazilian accounting firm. A native of Brazil, Pam speaks fluent Portuguese, English, and some Spanish. Outside of work, she enjoys traveling, cooking, and spending time with her family.
