December 2023
2023 Individual 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. What Services Are Covered under This Engagement? Preparation of U.S. Federal and State Returns With this letter, you are engaging us to prepare your 2023 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, we will generally prepare your nonresident state or locality returns, as well, unless you indicate in advance that you prefer we not prepare these nonresident filings. Preparation of Foreign Bank Account Reports (FBARs) If based on the information you have provided to us, we believe that you have a requirement to file FinCEN Form 114 (otherwise known as a Foreign Bank Account Report or “FBAR”), the preparation of your 2023 FBAR(s) will be covered under this engagement. If you prefer that we not prepare your FBAR(s), you may opt out by checking the appropriate box in your annual tax questionnaire or notifying us in writing. Preparation of Certain Dependent Tax Returns 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 guardian. In that case, we will notify you of the requirement for a separate engagement. Preparation of Forms 3520 and 3520-A (Foreign Gifts, Foreign Inheritance, Certain Foreign Trusts & Foreign Pensions) If based on the information you have provided to us, we believe that you have a requirement to file Form 3520 and/or Form 3520-A, the preparation of those forms will be covered under this engagement. We will prepare those forms in conjunction with your individual tax [...]
2023 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. What Services Are Covered under This Engagement? Preparation of U.S. Federal and State Returns With this letter, you are engaging us to prepare your 2023 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, we will generally prepare your nonresident state or locality returns, as well, unless you indicate in advance that you prefer we not prepare these nonresident filings. Preparation of Foreign Bank Account Reports (FBARs) If based on the information you have provided to us, we believe that you have a requirement to file FinCEN Form 114 (otherwise known as a Foreign Bank Account Report or “FBAR”), the preparation of your 2023 FBAR(s) will be covered under this engagement. If you prefer that we not prepare your FBAR(s), you may opt out by checking the appropriate box in your annual tax questionnaire or notifying us in writing. Preparation of Certain Dependent Tax Returns 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 guardian. In that case, we will notify you of the requirement for a separate engagement. Preparation of Forms 3520 and 3520-A (Foreign Gifts, Foreign Inheritance, Certain Foreign Trusts & Foreign Pensions) If based on the information you have provided to us, we believe that you have a requirement to file Form 3520 and/or Form 3520-A, the preparation of those forms will be covered under this engagement. We will prepare those forms in conjunction with your individual tax [...]
September 2023
June 2023
Thu Ngo
Areas of Expertise US resident taxation US nonresident taxation International organization employees and retirees Education BS, Accounting, University of Houston-Clear Lake Languages Spoken English Vietnamese Tax Specialist Thu 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, Thu assists U.S. citizens, green card holders, and foreign nationals with their individual 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, Thu volunteered at The BakerRipley Neighborhood Tax Centers, where she provided free tax preparation services to those in need, while completing her degree in accounting. Outside of work, Thu enjoys playing guitar, trying new restaurants, and traveling.
Christina Kosier
Areas of Expertise US resident and expatriate taxation US nonresident taxation International organization taxation Gift, trust and estate taxation Tax research and advisory Education MS, Taxation, University of Albany BS, Accounting, University of Albany Languages Spoken English Senior Tax Specialist Christina is a Senior Tax Specialist at The Wolf Group, with more than 15 years of experience in the Financial Services industry. At The Wolf Group, she 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. In this capacity, Christina 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, Christina worked for 8 years as a tax professional at a small accounting firm, where she was responsible for preparing a wide range of tax returns including individuals, businesses, gifts, trusts, estates, and not-for-profits. She also spent 5 years in the Gift, Trust, and Estate division of a large wealth management firm. Outside of work, Christina enjoys hiking, kayaking, improvising in the kitchen, wandering museums, discovering old bookstores, and spending quality time with her family.
Jill McDade
Areas of Expertise Learning and development Quality assurance Client relations Education BA, West Virginia University Languages Spoken English Senior Quality & Training Specialist As Senior Quality and Training Specialist at The Wolf Group, Jill drives initiatives to promote high client satisfaction, ensures the consistency of quality and service delivery across the firm, and puts in place tailored staff development and training programs for all employees. The Wolf Group has a 40-year history of excellent quality and client service. Jill’s role was created in 2021 specifically to perpetuate and foster these positive client experiences as the firm continues to grow and evolve, nimbly adjusting to the ever-changing tax landscape and market forces. Before joining The Wolf Group, Jill served as a Leadership Development Coordinator for new and experienced managers with a large US Government defense contractor, where she implemented leadership development models and business solutions. Jill has also served as an Advanced Relationship Manager and Branch Operations Champion at an international bank, where she built connections with high-net-worth clients who live and travel around the globe. Outside of work, Jill enjoys boating on Chesapeake Bay and attending dinner parties with her family and friends.
Clarisa Thompson
Areas of Expertise Administrative support Client service Languages Spoken English Office Assistant As Office Assistant at The Wolf Gorup, Clarisa provides administrative, office, and client assistance in support of the firm’s operations. She handles incoming mail and notices, scans and saves clients’ documents to their files, provides support to client relationship managers during tax busy seasons, and collaborates with tax staff on a variety of office matters. She also assists with special initiatives within the firm.
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.
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 Financial Accountant As a Financial Accountant at The Wolf Group, Mai supports the internal accounting team by performing various 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 traveling to new places.
Tracy Barnett
Areas of Expertise Coming Soon! Certifications/Credentials Coming Soon! Education Coming Soon! Languages Spoken English Senior 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 Senior Tax Manager Masha 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 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.
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 [...]
Michelle Jacobs
Areas of Expertise Client Services Project Coordination Tax Operations Education AA, Business Language English Document Management Team Supervisor Michelle is a Document Management Team Supervisor 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. 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.
