To complement our personalized service and retirement income planning, we provide clients with tax preparation. It is important to understand how tax decisions impact the overall navigation of a retirement plan. Wolf Tax LLC, understands tax law and regulations but most importantly tax saving strategies.
Our seasoned tax preparation professionals take a concierge approach and you will never feel like “just another number.” Many life circumstances affect your taxes including changing a job, retiring, getting married and loosing a spouse. It is important to work with tax professionals who understand your entire portfolio and investment strategy.
Adam Wolf, president of Wolf Tax LLC, has been providing individual tax and financial services for more than 16 years.