ABOUT

Wendy is a public accountant focused on helping clients minimize their tax liability. Her public accounting experience includes audits, compilation of financial statements, preparing yearly reviews, preparing federal and multi-state tax returns, tax planning, payroll and sales tax audits, to name a few. Her clientele is composed of a variety of local and international clients in the areas of manufacturing, construction and hospitality. 

Wendy specializes in tax compliance for both corporate clients and individuals, tax planning, business formations and cross-border transactions. Her experience provides her clients the confidence and tranquility to focus in their day-to-day operations. Her passion for numbers and organization helps the most unorganized business get up to date.

Prior to becoming a member at ICS in 2006, Wendy began her career at Paragon Steakhouse (San Diego, CA) servicing multi-state locations as a corporate accountant. She later worked for Martinez + Cutri an architectural firm (San Diego, CA) in the accounting department.

EDUCATION + CERTIFICATIONS

• BS (Accounting), Universidad Autónoma de Baja California
• MBA, University of Phoenix
• Certified Acceptance Agent, IRS

COMMUNITY INVOLVEMENT

• Member, San Diego Humane Society
• Member, St. Jude Children’s Hospital