tax

Wolf Tax LLC

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

Adam Wolf, president of Wolf Tax LLC, has been providing individual tax and financial services for more than 16 years.

Wolf Tax LLC preparation service includes:

  • Prior year accuracy review for all new clients
  • Tax minimization strategies to save money now and in the future
  • In-depth retirement plan tax transaction knowledge: IRA, Roth IRA, Inherited IRA, 401(k), 403(b), DROP, government, state and military pensions
  • Credit and Itemized deduction maximization
  • Competitive rates fully disclosed up-front (no hidden charges)
  • New client, loyalty and referral discounts available
  • Electronic filing

Phone: (904) 232-8760
Fax: (904) 212-2410
4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224

Wolf Retirement Navigation LLC. Privacy Policy. Terms & Conditions.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Wolf Retirement Navigation LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wolf Retirement Navigation LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.