Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor to her clients, providing compliance and consulting in the areas of:
- Unrelated business income
- Alternative investments
- Obtaining and maintaining tax-exempt status
- Deferred taxes
- Fringe benefits
- Forms 990, 990-PF, and 990-T
- Grantmaking
- Related and controlled organizations
- Compensation reporting
- Self-dealing
- Planning for the minimum distribution requirements and excise tax rate
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- Seattle Foundation Professional Advisors Council
