Deborah Wolfe, CPA in

Deborah Wolfe, CPA

Activist · DISC type Cd
CPA/Owner, Public Accounting Firm at Wolfe CPA & Advisors - Certified Public Accountants
📍 Miami-Fort Lauderdale Area, United States

Deborah Wolfe is the Owner and CPA at Wolfe CPA & Advisors, where she specializes in tax planning using annuity and cryptocurrency strategies. She holds a Bachelor of Business Administration from the University of Puerto Rico and has prior experience in corporate audit and tax at firms like Tyco and PwC.

While her public profile is professionally focused, she follows major corporations like Microsoft and Merrill Lynch, suggesting an interest in technology and financial market leaders.

Her firm distinguishes itself by combining traditional tax expertise with advanced strategies for modern financial instruments like digital assets.

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Experience
20 Years
Current Role
CPA/Owner, Public Accounting Firm
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Deborah shows up

Logical And Quick
Value Conscious
Meticulous

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Deborah cares about

Tax Planning
Her core expertise is providing tax advisory, business structure consulting, and identifying tax-saving strategies for corporations and individuals.
Annuity Strategies
She explicitly focuses on incorporating annuities into tax-efficient retirement planning to help clients manage their Adjusted Gross Income.
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Career

Work history

1-2016
CPA/Owner, Public Accounting Firm
Wolfe CPA & Advisors - Certified Public Accountants
9-2010 - 10-2015
Senior Financial Auditor
TracFone Wireless
3-2009 - 6-2010
Internal Audit, Director
Miami Jewish Health Systems
10-2006 - 3-2009
Senior, Corporate Audit
Tyco
11-2004 - 10-2006
Corporate Tax Associate
PricewaterhouseCoopers, LLP
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2001
Bachelor of Business Administration (B.B.A.)
University of Puerto Rico
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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