Wendy has been with the firm since 1997 and has over 27 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.
Stock option tax and planning strategies
Shareholder/employee impact of a Company sale
Trust taxation and distributions
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