International CPA for Tax and Estate Attorneys | We Can Help
Do you have clients with international tax issues? Perhaps these issues weren’t properly handled the first time, and now you’ve been engaged to help sort things out?
Or maybe you need a highly experienced CPA who is proficient at reporting of foreign trusts, foreign corporations, or other foreign entities?
We’ve got you covered. We can support you either under a Kovel agreement or outside of one, as needed.
Since 1983, we’ve focused exclusively on international tax matters. And we regularly partner with tax and estate attorneys.
We work with you to assist clients in:
- Amending returns prepared by taxpayers or CPAs who were not well versed in foreign income and asset reporting
- Preparing Streamlined Filings—both domestic and foreign—and other IRS Amnesty filings, to correct prior reporting (or lack thereof)
- Preparing filings for estates, foreign trusts, beneficiaries of foreign trusts, foreign corporations, and other foreign entities
- Defending IRS (and state) audits and examinations
Often, when clients come to you, it’s because they’re already in trouble or are facing an expensive tax issue. We want you and your clients to be well supported. That’s why we strive for a surprise-free experience, where expectations about fees, level of effort, and outcomes are carefully managed.
We seek to offer you the solution—a CPA firm with the international tax know-how to get your clients’ tax work done right. And a firm that will keep you informed, operate diligently and efficiently, so you can have peace of mind.
Ready for a free discovery call?
Frequently Asked Tax Questions from Tax and Estate Attorneys
Yes, we are well versed in foreign financial asset and income reporting and can provide earnings and profit (E&P) studies for foreign financial recreation. We help you connect the dots, taking into account the foreign accounting procedures and relevant information from foreign account statements, so there are no misunderstandings. We have specialized in international taxation for over 35 years.
Yes, we regularly partner with attorneys to assist their clients under Kovel agreements. Attorneys have engaged us under a Kovel agreement to secure attorney-client privilege on Offshore Voluntary Disclosures (OVDPs) and Streamlined Filing Compliance Procedure projects. We have also served as accountants under Kovel agreements for IRS audits and examinations.
Yes. Attorneys who are already working with a CPA under a Kovel agreement will request that we prepare certain international forms or provide other specialty services. This typically happens when the initial CPA firm doesn’t have the requisite expertise in international tax matters. We prepare the specific forms and coordinate with the original accountant to incorporate the final outputs. This type of service has been requested for Offshore Voluntary Disclosures and, more recently with certain types of IRS audits and examinations requiring foreign financial asset recreation or cryptocurrency income realization events.
Then there are times when attorneys just need a reputable CPA firm whom they know can support their clients’ international tax needs. That’s us! In these cases, they often request that we work with their clients directly—for one-time or ongoing support. And we provide this support outside of a Kovel arrangement.
Yes. Since 2009, we’ve provided support and compliance services related to the Offshore Voluntary Disclosure Program and the Streamlined Filing Compliance Procedures. We have an extensive history and background in these programs.
Older Programs (now closed):
- 2009 Offshore Voluntary Disclosure Program (OVDP)
- 2011 Offshore Voluntary Disclosure Initiative (OVDI)
- 2012 Offshore Voluntary Disclosure Program (OVDP)
- 2014 Offshore Voluntary Disclosure Program (OVDP)
- Submissions under FAQs
- Domestic Streamlined Filing Procedures
- Foreign Streamlined Filing Procedures
- Delinquent FBAR Submission Procedures
- Delinquent International Information Return Submission Procedures
- Voluntary Disclosure Procedures
Other Amnesty Programs:
- Repatriation Tax Amnesty Program (2018- )
- Exit Tax Amnesty Program (2019- )
Ready for a free discovery call?
Our Services for Tax and Estate Attorneys
Unlike most US CPA firms, we are a boutique firm that has been specializing in international tax strategies for decades. We have extensive, deep, and tested expertise.
We can help you with:
Why The Wolf Group?
Since 1983, we’ve worked with clients in the United States and abroad on international tax matters. We have a long history of “cleaning up” complex tax returns, reporting foreign assets, and reconstructing financial records.
Check out our extensive team of CPAs, all with vast international tax experience.
Looking for a Nexia International Partner?
We’re an active member of Nexia International, a global network of independent accountancy, tax and business advisors with over 250 firms around the globe.
Meet our tax professionals
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What our clients say
“As always, excellent and responsive service. Our accountant has handled our family trust returns for the last few years and is always genuinely responsive to our needs and concerns.”
“The process has been simple and quick. When there was a question (mail review) of the IRS for a previous return, the staff was able to explain and help resolve the situation completely and without hassle. I have access to The Wolf Group staff for any questions and everyone was extremely professional, meticulous, and prompt.”
“I am very satisfied with the service at The Wolf Group. It’s very comforting to have the trust in professionals who are familiar with the G4 situation, as I have previously received conflicting and confusing guidance from most, if not all my previous tax advisors.”