Wendy joined Bucknam & Conley in 2023, bringing over 15 years of tax and accounting expertise to the firm. With extensive experience spanning all types of tax returns, Wendy ensures accuracy, compliance, and a deep understanding of the unique challenges across a wide range of industries. Her ability to translate complex tax and accounting concepts into actionable strategies makes her a trusted advisor for clients looking to navigate today’s changing financial landscape.
In her role as Tax Manager, Wendy oversees the preparation and review of tax filings for both businesses and individuals, ensuring precision and efficiency in every step of the process. Beyond tax compliance, she provides ongoing support with accounting and bookkeeping needs, leveraging her expertise in accounting software such as QuickBooks to streamline processes.
Wendy is passionate about client education, offering personalized guidance and training to help clients confidently manage their financial systems. Her leadership extends to mentoring team members, refining firm-wide processes, and driving of exceptional service to clients.
Wendy holds a double major in Business Management and Accounting from the College of St. Joseph (2005) and has successfully passed the CPA Exam as of March 12th, 2026!
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