The Wolf Group, PC

The Wolf Group, specifically Fan Chen, Anjana Jain, and Mishkin Santa have been absolutely fantastic. Their service is meticulous and professional. Their whole process, their filing instructions, and tax documents are crystal clear, super helpful, and filled out to perfection. Their standard of work alleviated a lot of stresses for me. Thank you all.
Oct 4th, 2022

I have been a very satisfied client of the The Wolf Group for over 14 years and wanted to thank the whole team again for their efficiency, professionalism and quality advice and work that they provided and delivered to me. They are a Group with truly global tax accounting expertise who are are knowledgeable and up to speed on all important and complex tax developments not only in the USA, but internationally. Very responsive and highly specialized senior management team is always "around the corner" to help with client's needs. I highly recommend The Wolf Group if one needs best quality advice and service in international tax and audit issues!
Aug 25th, 2021

**Updated Review - July 24, 2021** I am updating my review from March as I had a situation come up that required reengagement with The Wolf Group. Out of nowhere we received a notice of penalty (a VERY large penalty !) from the IRS related to our 2018 return which had been prepared by The Wolf Group. I contacted the woman who we had dealt with previously and received a response that she would look into it. Based on the way that we parted ways and the review I had left for them expressing my disappointment, I did not anticipate that they would address this issue. I received an email from the director of the The Wolf Group who addressed the notice I had received, made mention of the review and stated that he would like to have a tax attorney review the case & that he would not charge me for that attorneys services. Long story short they were able to get the IRS to see that the penalty was not justified and we received a letter from the IRS stating that. I was/am pleasantly surprised that The Wolf Group stepped up to handle this situation and it warranted mention. I should add that I do not doubt their ability to complete a thorough assessment and filing of complicated international clients tax returns - my issue with them (which follows in its original unedited form) was in their communication and the effect it had on the amount they charged me. I feel that they did the right thing in providing consultation, at no charge to me, with the tax attorney and Im happy that they completed the resolution of the penalty notice efficiently. I like to believe they did this out of their own sense of obligation and not because of the review I left back in March and so Ive upped my rating of them in acknowledgement of the resolution of this issue. (original review follows) We had an extremely unsettling experience with the Wolf Group. After interviewing several firms to handle our first tax return since moving abroad, we settled on The Wolf Group. They did not give us the lowest quote but we felt the value offered warranted the price they quoted us. They proved to be unable to deliver on many fronts - they were unable to effectively communicate with our in-country accountants (in Costa Rica) to get the documentation they needed to complete our tax return which resulted in excess billing from our Costa Rican accountants. The filing they submitted to the IRS was incomplete and was rejected by the IRS for more information which they refused to complete forcing me to do the final legwork to provide the information requested by the IRS (as of March 2021 the filing of this 2018 return has not been completed and they take no responsibility!). To top it off we were presented with an invoice FOUR TIMES the quote we were originally provided based on excess time spent on our return largely because of their own inability to communicate with our accountants in Costa Rica. By comparison the new firm we used for our 2019 & 2020 return was 1/3 the original quoted price, they were able to communicate with our Costa Rican accountants & secure all the information they needed in a timely & efficient manner and successfully file the returns with no additional requests from the IRS - taking responsibility, pride, and ownership of their work through to completion of the tax return. Meanwhile I am STILL waiting for my 2018 return to be completed due to the negligent handling by The Wolf Group. . Needless to say, I cannot recommend enough that you avoid this firm based on my experience.
Aug 18th, 2021

We waited over a month for a 10 minute "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.
Jan 31st, 2021

Mar 11th, 2018