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Wendy Fleener, CPA

Wendy Fleene, CPA

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Tax Planning & Return Preparation

In order to reduce your taxes or increase your tax refund on your next tax return, tax planning throughout the given tax year is crucial. Entity selection, deferring income and accelerating deductions all come into play when trying to minimize your overall tax liability.

Bookkeeping Services

Outsourcing the services of a professional bookkeeper not only provides you with accurate accounting data needed to make strategic business decisions but it also provides you much needed time to concentrate on actually running your business and pursuing your passion.

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Payroll Service

My payroll service will help you reduce the time spent administering payroll by utilizing a computerized system that facilitates timely payment of employees and preparation of

tax returns.


Tax Planning & Return Preparation
Cash Maximization Strategies
Bookkeeping Services

QuickBooks Help & Coaching

Payroll Services

Entity Selection & Restructuring​
QuickBooks Help & Coaching

QuickBooks provides useful and timely information in the form of financial statements, reports and graphs but only if it is set up and used properly. Not only can I help you use the software, I will help you learn to use it more efficiently and effectively.

Entity Selection & Restructuring

Your business entity has a large impact on your taxes and other liabilities. I can guide you in choosing the most advantageous entity type or restructuring later on.

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