Wendy Lawrence
Principal, Estate Strategies and Fiduciary Compliance Group at UHY LLP, Certified Public Accountants | Farmington, Michigan, United States
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Wendy Lawrence serves as a Principal in the Estate Strategies and Fiduciary Compliance Group at UHY LLP, Certified Public Accountants, where she leverages over 20 years of extensive experience in both public and private accounting. Her expertise encompasses a broad spectrum of tax preparation, including Individual, Partnership, S Corporation, Corporation, and Fiduciary Income Tax Preparation. Wendy’s passion for tax planning and compliance is evident in her commitment to assisting a diverse clientele, which includes individuals, fiduciaries, not-for-profit organizations, and closely-held businesses.
In her current role, Wendy is instrumental in developing tailored estate strategies that optimize tax efficiency and ensure compliance with complex regulations. She plays a pivotal role in key projects that involve intricate tax planning and consulting, helping clients navigate the often challenging landscape of tax law. Her significant track record of representing clients before taxing authorities highlights her adeptness in tax research and litigation support, making her a trusted advisor in contentious situations.
Wendy’s skills in strategic planning and tax compliance are complemented by her ability to communicate complex tax concepts effectively, both in written form and through public speaking engagements. This combination of technical knowledge and interpersonal skills enables her to build strong relationships with clients, ensuring they feel supported and informed throughout the tax preparation process. As a leader in her field, Wendy continues to contribute to the advancement of fiduciary compliance practices, setting a high standard for excellence within the accounting industry.
Principal, Estate Strategies and Fiduciary Compliance Group at UHY LLP, Certified Public Accountants in January 2024 to Present
Senior Tax Manager at Doeren Mayhew in November 2021 to September 2023
Tax Senior Manager at Jansen Valk Thompson Reahm PC in November 2017 to November 2021
Certified Public Accountant/Associate at JAMES & SPRINGGATE, PLC in November 2009 to October 2017
Senior Tax Compliance Officer at Fifth Third Bank in February 2009 to November 2009
Tax Accountant III at The Connable Office, Inc. in March 2004 to February 2009
Accountant III at The Connable Office, Inc. in February 2000 to March 2004
Administrative Assistant at The Connable Office, Inc. in October 1995 to February 2000
Investment Assistant at Robert Thomas Securities in November 1994 to September 1995
DDA Returns Clerk/Investment Assistant at KeyBank in May 1989 to August 1994
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Tax Preparation
Financial Statements
Budgets
Accounting
Tax
Accounts Payable
Tax Returns
Public Speaking
Tax Research
Finance
Financial Analysis
Accounts Receivable
Income Tax
Strategic Planning
Budgeting
Tax Compliance
Accountants
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Discover more about UHY LLP, Certified Public AccountantsWhat is Wendy Lawrence email address?
Email Wendy Lawrence at [email protected] and [email protected]. This email is the most updated Wendy Lawrence email found in 2026.
What is Wendy Lawrence phone number?
Wendy Lawrence phone number is +12692778005 and +12692179419.
How to contact Wendy Lawrence?
To contact Wendy Lawrence send an email to [email protected] or [email protected]. If you want to call Wendy Lawrence try calling on +12692778005 and +12692179419. (updated on November 04, 2024)
What is Wendy Lawrence net worth?
Wendy Lawrence has an estimated net worth of $2,500 to $24,999
What company does Wendy Lawrence work for?
Wendy Lawrence works for UHY LLP, Certified Public Accountants
What is Wendy Lawrence's role at UHY LLP, Certified Public Accountants?
Wendy Lawrence is Principal, Estate Strategies and Fiduciary Compliance Group
Wendy Lawrence Email Addresses
Wendy Lawrence Phone Numbers
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