Wendi L. Collier, CPA, PLLC

Wendi L. Collier, CPA, PLLC

5.0(2 reviews)
Offers online services
Offers online services

About

I have almost 20 years of experience assisting clients with individual tax prep, business planning, quickbooks, business tax prep, and general tax planning. I evaluate the client’s need from a holistic viewpoint and provide efficient, fairly priced service.

I love helping people!


Highlights

Hired 1 time
1 employee
11 years in business
Serves Englewood , FL
Offers online services

Photos and videos


  • Reviews

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    MP

    Mary P.

    Wendi was super efficient, knowledgeable and quick to respond to any questions I had. She completed my tax return and advised me on other questions I had related to future tax filings. I will definitely be using her for all of my future tax needs!
    ... Show more
    November 09, 2018
    Hired on Thervo

    RG

    Richard G.

    Wendy is always a pleasure to work with. She is very knowledgeable and tries to find the best ways to help with my business needs.
    ... Show more
    October 23, 2018

    Frequently asked questions

    I work from a home office.  I sometimes will meet clients in their home.  I also have a secure portal through which documents can be traded so many clients elect to use the portal for efficiency.  I review all documents, prior year returns and ask questions via email so we have a written record.  Most of the finalizing paper work is handled digitally.  

    I have a JD with tax emphasis and am a licensed attorney in GA.  I have a masters degree in tax.  I have a CPA license in VA, GA, and FL.  

    Pricing depends on complexity and scope of work.  

    I took a tax class after my father passed away because he left a complex state of affairs.  I fell in love with tax immediately and pursued it as a career after that point.  

    They should be able to give a good overview of their income and business dealings.  


    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Accounting