Seattle CPA | CaseyWolfer CPAs
Trusted Business
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About

Integrity. Professionalism. Quality.

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Team

 
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Partner

Kyle Wolfer, CPA

Kyle was formerly a tax manager at Deloitte where he served as a financial and business adviser to Fortune 500 clients. He specializes in the taxation of individuals, small businesses (partnerships and closely held corporations), trusts, estates, and gifts. His clients rely on him to deliver expertise in navigating complicated tax law and to advise on the development of an optimized strategy for compliance.

Activities & Affiliations

  • AICPA Member

Licenses & Certifications

  • CPA: Washington State (#36480) & District of Columbia (#904443)

Education

University of Florida
B.S., Accounting


Partner

Josh Casey, CPA

Prior to forming CaseyWolfer CPAs, Josh was a Risk Assurance Manager at PricewaterhouseCoopers (PwC). Now Josh continues to assist clients in the following areas:

Compliance and Risk – Josh specializes in compliance and delivers value by helping clients stay ahead of the curve and to create a more proactive, rather than reactive, approach to dealing with risk and compliance issues. Josh and his team are routinely approached to evaluate operational areas that pose a high degree of risk to the organization. Examples of past client projects include:

  • Vendor compliance assessments

  • Branch audits to confirm operations align with global policies and procedures

  • Regulatory compliance assessments for organizations required to follow complex rules and regulations

  • Developing risk assessments & risk impact evaluations

  • Business continuity and disaster recovery

Audits – Josh has expertise in leading global teams in the execution of internal and external audits over Fortune 500 companies.

 

Education

University of Florida
M.S., Information Systems & Operations Management

University of Florida
B.S., Accounting

Activities & Affiliations

  • AICPA Member

Licenses & Certifications

  • CPA: Washington State (#36491) & District of Columbia (#904385)

  • Quickbooks Online Certified ProAdvisor




Get in touch

At CaseyWolfer CPAs we know that finding the right business partner to help you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

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