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Biography

Deana serves as a Manager in Wolf’s Tax department, where she is responsible for managing a team of professionals to ensure clients receive quality tax services customized to their individual needs. She provides personalized tax planning and compliance services to families, private clients, trustees, and executives.

Deana is an Enrolled Agent and has 21 years of experience delivering a unique combination of expertise in the areas of fiduciary tax, private client, and family group tax planning and compliance. Her work emphasizes personal service, long-term relationships, and attention to detail.

Deana resides in Canton, MA with her two children, Orlando and Amaya. When not at Wolf, she can be found enjoying time with her children, mountain biking, fishing, and spending time on the soccer field.

Areas of Expertise

Deana’s expertise is working in a team environment with attorneys, investment advisors, trustees, and family members. She also advises in specific areas, such as charitable giving, beneficiary distributions, and family gifting.

Education & Certifications

  • Graduate of Newbury College
  • Enrolled Agent (EA)

Professional Affiliations

  • Massachusetts Society of Certified Public Accountants (MSCPA)