Business Details
43 Years
experience
Your Trusted Partner for International Tax Solutions
The Wolf Group has been a leader in international tax services since 1983, providing expert guidance to individuals and businesses navigating complex cross-border tax issues. Our team of certified public accountants specializes exclusively in international tax matters, offering tailored solutions for expatriates, global businesses, and high-net-worth individuals with foreign assets. With decades of experience, we excel in tax return preparation, foreign asset reporting, IRS audit defense, and strategic planning for global mobility, GILTI tax, and cryptocurrency transactions.Our commitment to client-centric service is underscored by our membership in Nexia, a global network of accounting firms, ensuring seamless support for multinational clients. We prioritize transparency, compliance, and proactive planning to minimize liabilities and maximize opportunities in an increasingly complex tax landscape.
Services
Tax Return Prep
Foreign Asset Reporting
Amended Tax Returns
Tax Audit Help
Exit Tax Planning
FIRPTA Tax Help
Pre-Retirement Tax Planning
Pre-Immigration Tax Planning
Global Mobility Tax Services
Digital Asset Tax Services
Details
- Year established: 1983
Highlights and features
- We specialize exclusively in international tax with 40+ years of focused expertise.
- Our team includes CPAs with deep experience in cross-border tax compliance and planning.
- We offer tailored solutions for complex cases involving foreign assets, digital currency, and global business structures.
- Our membership in Nexia provides access to global tax expertise across 250+ firms.
- We prioritize proactive planning to minimize liabilities and avoid costly IRS penalties.
Associations and certifications
- CPA
- Nexia
What people say
Exceptional professionalism
Friendly and patient support
Extraordinary clarity
Trusted advisors
Timely responses
Services
International Tax Planning
We provide comprehensive international tax planning for businesses and high-net-worth individuals. Our experts analyze cross-border transactions, residency status, and global income streams to optimize tax efficiency while ensuring compliance with evolving regulations. Clients benefit from customized strategies that minimize liabilities and address complex reporting requirements for foreign entities and assets.
Expat Tax Services
Our expat tax services address unique challenges faced by Americans living abroad. We handle FBAR filings, foreign earned income exclusions, and tax treaty applications while ensuring compliance with U.S. tax obligations. Our team simplifies complex reporting requirements for foreign pensions, real estate, and financial accounts to prevent costly penalties for overseas taxpayers.
IRS Audit Defense
We represent clients facing IRS audits related to international tax matters. Our specialists handle FBAR penalties, offshore disclosure programs, and Streamlined Filing compliance. With deep expertise in international information reporting forms, we resolve disputes efficiently while protecting client interests during examination processes for foreign asset disclosures and tax return discrepancies.
Cryptocurrency Taxation
Our crypto tax services address reporting requirements for blockchain transactions, mining operations, and international exchanges. We prepare tax returns for complex cryptocurrency portfolios, handle audit defense for digital asset positions, and provide compliance strategies for cross-border crypto investments while navigating evolving IRS guidance on virtual currency taxation.
Exit Tax Planning
We guide clients through U.S. exit tax requirements when relinquishing citizenship or residency. Our services include net worth calculations, pension valuation analysis, and Form 8854 preparation. We develop tax-efficient strategies to address deemed asset sales, reduce liabilities, and ensure compliance with five-year tax certification requirements for individuals terminating U.S. tax residency.
People
Fan Chen
Tax Director
Fan Chen leads international tax strategy at The Wolf Group with expertise in cross-border compliance and planning. With 15+ years of experience, she advises high-net-worth individuals and multinational businesses on foreign asset reporting, IRS voluntary disclosures, and global tax optimization strategies.
Margaret Harmon
Senior Tax Specialist
Margaret Harmon specializes in expatriate tax compliance and foreign financial account reporting. Her 20-year career focuses on FBAR requirements, offshore voluntary disclosures, and tax-efficient structuring for U.S. citizens living abroad, ensuring clients maintain full compliance with complex international tax regulations.
Lori Compton
Senior Tax Manager
Lori Compton oversees global mobility tax services for corporate clients. She specializes in assignment planning, host-country tax equalization, and compliance for multinational workforces, helping companies manage tax risks associated with cross-border employee deployments and international compensation structures.
Questions
What international tax services do you offer for expatriates?
We provide complete expat tax solutions including FBAR filings, foreign earned income exclusions, tax treaty applications, and offshore voluntary disclosures. Our specialists handle complex reporting requirements for foreign pensions, real estate, and financial accounts.
How do you help businesses with cross-border tax compliance?
We assist with GILTI tax planning, inbound/outbound structuring, foreign tax credit optimization, and compliance with international information reporting forms. Our services ensure businesses meet complex cross-border tax obligations while minimizing liabilities.
What options exist for resolving unreported foreign assets?
We guide clients through IRS amnesty programs like Streamlined Filing and OVDP to resolve unreported foreign accounts. Our team prepares complete disclosure packages to minimize penalties while achieving compliance with FBAR and Form 8938 requirements.
How do you handle cryptocurrency tax reporting?
We prepare tax returns for crypto transactions, including mining income, exchange reporting, and capital gains calculations. Our specialists address international crypto compliance issues and defend audits related to virtual currency positions.
What exit tax planning services do you provide?
We help clients navigate U.S. exit tax requirements through net worth analysis, pension valuation, and Form 8854 preparation. Our strategies minimize tax liabilities while ensuring compliance with expatriation tax regulations and five-year filing certifications.
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Reviews (2)
Tom L.
Aug 14, 2021
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TERRIBLE. Avoid "The Wolf Group" like the plague. Do NOT have them do your taxes. Slick sales presentation followed by incredibly overpriced scope of work, awful execution and service. Do you want to pay an incredibly high rate for H&R Block? That's all this is. The person doing our taxes was an intern - who didn't know how to do the most basic tax steps - and then they have a more senior person who swoops in at the end for the tiny part related to unique G4 visas. We were incredibly frustrated with their process, service, expertise, professionalism - and after all that
Justin M.
May 13, 2021
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We waited over a month for an initial "discovery call" with them, after being provided very few options to schedule the appointment. They attempted to call once and then told us that we would need to reschedule. Not the experience we were expecting.
