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ABOUT WOLF TAX ADVISORY

 

OUR FOCUS IS SIMPLE...YOUR GOALS

Our approach focuses on getting to know your business and personal goals first and foremost.  From there, we align our extensive knowledge of tax, accounting, and financial planning to provide the most robust, effective, and efficient services to our clients.  

Whether you’re looking for advice on expanding your business into multiple states, investments, retirement account options, education planning for your children, or you just need help with your tax returns, we're confident in our ability to help achieve your goals.

 

OUR EXPERIENCE & QUALIFICATIONS

Wolf Tax Advisory, LLC is led by Brandon Wolf, CPA, CFP®.  Brandon's professional experience focuses on tax, accounting, financial, and business advisory for partnerships, corporations, and individuals of varying complexities.  His experience stems from working at one of the nation's largest and most reputable CPA firms for over eleven years.  At that firm, his practice focused on professional service & commercial businesses, and the individual owners of these businesses.  

Brandon graduated from the University of Maryland with dual undergraduate degrees in Accounting and Finance.  From there, he attended American University and received a Masters degree in Taxation. He is a licensed Certified Public Accountant in the states of Maryland and Virginia. He is also a Certified Financial Planner™.

In his personal life, Brandon can be found spending time with his wife and their energetic pup, enjoying a day on the Chesapeake Bay, playing golf, or "coming in off the wing" in a master's lacrosse league game.

 

CLIENT TESTIMONIALS

"Brandon is knowledgeable, conscientious, and personable. We have relied on him for our financial planning and tax preparation for the last ten years. Brandon has great customer service with quick responses and year long support. We highly recommend Brandon for any tax related services and financial planning."

Individual tax & financial planning client - Davidsonville, MD

 

Address

60 West Street, #1621, Annapolis, MD

Contact

Phone: 410-353-7860

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