Wendy started her professional career by joining M&S as a Trainee Tax Assistant in January 2007, and in May 2013 she was promoted to Tax Manager. Wendy obtained an Honours Bachelor of Accountancy at University of Dundee and has been a member of the Association of Tax Technicians since January 2009.
Due to our diverse client base, Wendy has a number of years of experience in dealing with various area of taxation. In addition, Wendy works closely with the Directors and Vicki Stokes, Accounts Manager, regarding US tax and UK tax interaction, tax planning and also accounts matters.
Wendy oversees the tax department and looks after the tax compliance of a diverse portfolio of clients including high net worth individuals, entrepreneurs and companies. Wendy also specialises in PAYE matters and advises small to medium sized employers as well as a number of large corporations. With the constant change in PAYE requirements for employers, Wendy also offers businesses ‘PAYE Health Checks’ from which a number of our clients have benefited.
Along with compliance, Wendy has experience in dealing with HM Revenue and Customs (HMRC) directly in respect of tax enquiries and assisting clients with voluntary tax disclosures. We are pleased to say that she achieved the best possible outcome for our clients with minimal, or no penalties, imposed by HMRC.
As Wendy has direct involvement with our clients, she is keen to get to know our clients personally, which definitely adds value to our service.
Wendy can be contacted by phone on +44 (0) 1383 621 118 or by email, firstname.lastname@example.org.