Partner - Tax Services
Wendy has over 23 years of experience providing tax compliance and consulting services to start-up and middle market companies in a variety of industries, including: consumer and industrial products, food and beverage, and technology companies. Additionally, Wendy provides individuals with tax planning and compliance services. Her business clients are comprised of restaurants, wineries, importers, distributors, manufacturing and retailers. She has also successfully represented individuals and businesses before the Internal Revenue Service and Franchise Tax Board.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Advisory Board Member, San Francisco State University, Accounting Department
Guest Professor, San Francisco State University Graduate School of Business
Bachelor of Science in Accounting, San Francisco State University (1995)
Master of Science in Taxation, Golden Gate University (2007)
HOBBIES AND INTERESTS
Wendy lives a very active lifestyle, which includes travel, scuba diving, skiing and golf. More recently she added running to the list, and has conquered 4 half marathons in just over a year! This was part of a transformational journey (or mid-life crisis)…but healthy none-the-less.
As part of her journey, she took her love for scuba to a whole new level, whereby she went through the Rescue Diver Certification, on her way to becoming a Master Scuba Diver. She is also planning for fun things to do in retirement (which is a ways off…but looking like fun).
All her passions have one overall theme, which is living a full and fun life!