Wolfe CPA & Advisors - Certified Public Accountants
Certified Public Accountant
Wolfe CPA & Advisors - Certified Public Accounting Firm
Florida Certified Public Accountant (Lic. b. c. d.
CPA - Tax Advisory - Tax Plan
• Over two decades of experience
• Deep expertise in tax planning and optimization strategies
• Regularly advising clients on proactive tax strategies. AD70213)
With over two decades of experience in accounting and business taxation, we specialize in helping individuals and businesses reduce their tax liability through smart, strategic planning. Our deep expertise
lies in tax planning, optimization, and proactive advisory, allowing clients to take control of their financial future while staying fully compliant. Our Focus
We prioritize tax efficiency at every stage—from routine compliance to long-term planning. Whether you’re an individual looking to minimize your personal tax burden or a business seeking to optimize your corporate structure, we develop tailored strategies that work within the law to maximize your outcomes. Business Tax Advisory with a CPA
a. Preliminary tax assessment and tax planning. Evaluation of the business tax situation to identify tax savings. Ongoing tax consulting with personalized advice and support throughout the year. Tax Planning and Strategies Implementation
CPA Accounting services
a. Comprehensive Accounting Review for the entire year, including Business Tax Filing. Preliminary tax assessment to identify potential tax savings at no extra cost. Tax filing compliance as part of the Accounting Review service. Tax Plan Summary
Great news! Congress has reversed the amortization rules for domestic R&D expenses — full expensing is back and better than ever.
Here’s what it means for you:
✅ Immediate 100% R&D deduction
🕒 Retroactive deductions available for 2022–2024
🧾 Small businesses can amend prior returns
If you’ve been capitalizing R&D costs or aren’t sure you’ve claimed your full benefit, now’s your chance to fix it — and possibly unlock thousands in tax savings.
👉 Don’t miss this opportunity — reduce your tax bill and reinvest in innovation.
07/24/2025
Great news! Congress has reversed the amortization rules for domestic R&D expenses — full expensing is back and better than ever.
Here’s what it means for you:
• ✅ Immediate 100% R&D deduction
• 🕒 Retroactive deductions available for 2022–2024
• 🧾 Small businesses can amend prior returns
If you’ve been capitalizing R&D costs or aren’t sure you’ve claimed your full benefit, now’s your chance to fix it — and possibly unlock thousands in tax savings.
👉 Don’t miss this opportunity — reduce your tax billand reinvest in innovation.
07/24/2025
Congress has reversed the amortization rules for domestic R&D expenses — full expensing is back and better than ever. Here’s what it means for you:
✅ Immediate 100% R&D deduction
🕒 Retroactive deductions available for 2022–2024
🧾 Small businesses can amend prior returns
👉 Don’t miss this opportunity —reduce your tax bill and reinvest in innovation.
🍷 Happy National Wine Day! While you're enjoying a glass, remember that tax planning can be just as complex as choosing the perfect wine. Our team is here to help you navigate your financial landscape with ease. Let's toast to smarter tax strategies! Cheers! 🍇
05/22/2025
TaxWise Tax Plan – Stop Overpaying in Taxes
You could be overpaying $10K–$500K/year in avoidable taxes.
That’s where we come in.
🎯 Want to see what that looks like?
📥 DM ‘PLAN’ to Save Smarter
05/22/2025
Live in
Puerto Rico Act 60
TaxWise Tax Plan – Stop Overpaying in Taxes
What We Do Differently
✅ Entity structuring
✅ Legal deductions
✅ Monthly strategy sessions
✅ Year-round advisory
That’s where we come in.
Our goal is simple: to save you more in taxes than you invest in our services.
You could be overpaying $10K–$500K/year in avoidable taxes.
We don’t just file taxes—we build custom strategies to help you save big, legally and smartly.
🎯 Want to see what that looks like?
📥 DM ‘PLAN’ to Save Smarter
05/17/2025
Explore expert tax insights and tailored strategies to maximize your financial potential. Visit cpawolfe.com today and take control of your tax planning!
05/16/2025
Reflect on a time when gratitude filled your heart. Share a moment that made you appreciate the little things in life and connect with others through your experiences.
05/14/2025
Explore the tax implications of cryptocurrency transactions, as the IRS treats digital assets like property. This means that any gains or losses from buying, selling, or exchanging cryptocurrencies must be reported on your tax return, potentially impacting your overall tax liability.
05/13/2025
Transform your tax strategy today and unlock potential savings! Visit cpawolfe.com to explore personalized solutions that can help you minimize your tax liabilities and maximize your financial outcomes.
05/12/2025
Unlock the benefits of tax credits that can significantly reduce your tax liability. By understanding and utilizing available credits, both individuals and businesses can enhance their financial outcomes and maximize savings.
Address
300 SE 2nd Street Suite 600 Fort Lauderdale, FL 33301
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Contact The Business
Send a message to Wolfe CPA & Advisors - Certified Public Accountants:
Your Business Our Priority
Su Negocio es Nuestra Prioridad
*Se Habla Español*
Experience.....Integrity....Knowledge... Allow us to use these qualities to create an efficient system of data organization and workflow; troubleshoot your current system; relieve you of accounting tasks so you can focus on the strategic planning for your business growth and on the elements of your business which are profit generating.
We are available year-round, and we can be your one point of contact for multiple business needs - Accounting, Payroll support, Taxes, Tax Advisory Service, Financial Planning, and Financial Statements Preparation or Review.
As a Business Owner of Wolfe CPA & Advisors and as a Certified Public Accountant with over 20 years of professional experience in the accounting field, I am committed to helping clients achieve their business goals by providing the highest standards in performing quality services.
Planning is the key to successfully and legally reduce your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Wolfe CPA & Advisors provide the following services:
• Tax and Financial Planning:
- Tax Advisory Service
- Tax Savings Strategies
- Business Structure Consulting
- Financial Planning
- Business Tax Returns
- Individual Tax Returns
- Quarterly Tax Support
- Payroll Tax Support
• Virtual Accounting Services:
- Monthly Accounting
- Review the accounting system and records
- Accounting corrections
- Accounting/Bookkeeping prior to 2020
- Management Reports (Balance Sheet, Income Statement, Cash Flow)
- Certified Financial Statements Preparation
- Certified Financial Statements Review
I take the time to learn about the needs of each of my clients. I generally go through a few Preliminary questions with each Client to determine the business needs and whether or not I can help them in any way. You can answer the @ 2020 Engagement Questionnaire
