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

Overview

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.

Personality Overview

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.

Topics They Care 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.
Cryptocurrency Taxation
Her firm assists clients with applying tax strategies to digital assets, indicating expertise in this modern and complex financial area.

Media Appearances

Deborah has no verified media appearances

Work History

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

Education

2001 - 2001
Bachelor of Business Administration (B.B.A.) from University of Puerto Rico

More Information

Social Presence :

Prographics :

Exp : 20 Location : Miami-Fort Lauderdale Area, United States Job Level : N/A Designation : CPA/Owner, Public Accounting Firm at Wolfe CPA & Advisors - Certified Public Accountants
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Insights For Selling To Deborah

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deborah is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Deborah

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Deborah move?

  • Their decision making speed is somewhere in the middle.
  • Can Deborah take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Deborah

Personality Compatibility


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