1- Hello Thomas, can you please tell us a bit about you
I am a husband and father of 3. I have been a CPA for over 15 years. I am the founder and managing member of Wolf Financial Group LLC. I also serve as the Plain Township Fiscal Officer. I volunteer my talents serving as the treasurer of several non-profit organizations.
2- What are your focus areas and why?
My focus area is taxes. Taxes are one of the largest expenses that an individual will pay over their lifetime. I focus on reducing the tax liabilities for business and individuals by ensuring they take advantage of every tax deduction and credit that they are entitled to. I also provided advisory services to businesses to help them reach their goals and operate efficiently and effectively.
3- How would you describe “Wolf Financial Group” in few words
Wolf Financial Group LLC is a cutting-edge accounting firm that helps clients all over the country. We focus on the future rather than just recording history like other accounting firms. Our advisory services can help all businesses become more profitable.
4- Where do you think you are making an impact
I have helped hundreds of clients save money on taxes. Our business advisory services have effectively helped many small businesses exceed their growth projections and in turn become more profitable. I also focus on educating clients so that they understand the numbers and become more knowledgeable business owners.
5- Do you think your mindset has anything to do with your success?
Absolutely. I am committed to the success of our clients. I am always learning about business, industry trends, KPIs and effective ways to utilize tax changes. I treat clients like family and I am committed to helping them achieve their financial goals.
6- What the word “Business” really means to you?
When I think about business I think about success. I think about all the possibilities that come with owning a business. Owning a business is something that many people want to do but many are unsure how to start a business. It is very rewarding when we help clients start businesses and live their American Dream.
7- Where do you see yourself in the next 10 years?
I see Wolf Financial Group expanding to other states to better serve our clients. This past year we opened an office in Columbus Ohio and we plan to open a Florida office in Summer 2019. We will continue to leverage technology to better serve our clients.
8- Do you find as an expert, that you enjoy the challenge of an industry being complex and the game rules are always changing?
I enjoy learning new things and the bigger the challenge, the more satisfying the victory. We have a diverse range of clients and we are always presented with new opportunities to help our clients solve challenges that they are facing.
9- What are you most excited about at the moment?
I am really excited about the upcoming tax season and all the changes that are part of the Tax Cuts and Jobs Act. It is the biggest tax change in our lifetime and it will present many challenges to taxpayers. I am excited to help our clients maximize the benefits of the tax cuts.
10- The last word or final thoughts
I would urge anyone thinking about starting a business to contact Wolf Financial Group, so we can assist them in setting up the business in the correct tax structure. We are a full-service accounting firm and we can utilize our years of experience and advisory services to help them reduce their learning curve and become successful quicker. I have no doubt that we can help any business become more profitable. We are also experts when it comes to tax planning and tax return preparation.