Owner/Partner – wnasser@kfreedco.com

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

  • 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