Owner/Partner
Wendy has been with the firm since 1997 and has over 35 years of experience as a certified public accountant. She leads the firm’s individual and trust practice areas. Wendy performs strategic tax planning and compliance services for individuals, multi-generational families, fiduciaries and closely held businesses. She has a diverse client base which include high net worth individuals and professionals; including professors, consultants, lawyer, doctors and dentists.
Expertise:
- Stock option tax and planning strategies
- Shareholder/employee impact of a Company sale
- Trust taxation and distributions
- Intra-family taxation
Frequently Addressed:
- Are our alternative investments benefiting us on our tax return?
- Is quarterly tax planning necessary?
- What type of retirement plan is right for me?
Education, Licensures and Professional Affiliations:
- Bachelor of Accounting – Salem State University
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
Five Words That Describe You Professionally: Dedicated, Loyal, Proactive, Trustworthy, Caring
Hobbies: Traveling, Skiing, & hiking with family and friends, also enjoys reading