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Wendy
Turner, EA
Manager, Tax
4200 Bohannon Drive, Suite 250
Menlo Park, CA 94025

Overview

Wendy Turner is a Tax Manager at BPM. She has over 20 years of tax and accounting experience as both a Senior Paralegal and an Enrolled Agent in the areas of estate and trust planning, probate and trust administration, and taxation. Wendy has handled and overseen the preparation of over 200 estate tax returns during her career.

She works closely with attorneys, fiduciaries, executors and private client services to carry out the valuation of assets, distribution of assets to beneficiaries, along with tax considerations for all areas of estate planning and trust administration.

She also represents clients involved in IRS audits on various matters such as partnership, individual, estate and gift tax. Most recently, she’s successfully handled a complex audit of two years’ worth of partnership and individual returns with a “no changes” outcome. 

Interesting Tidbit

Wendy recently completed her first 5K run, and in her “spare time” works as a web and mobile designer.

Community

  • Member – California Society of Certified Public Accountants (CalCPA)  
  • Member – San Francisco Paralegal Association  
  • Commissioner – San Carlos Parks and Recreation Commission
  • Board Member - Sequoia High School Boosters
  • Former Regional Commissioner – American Youth Soccer Organization San Carlos Region  
  • Former PTA Auditor – White Oaks Elementary

Certifications

Enrolled Agent – Internal Revenue Service
Paralegal Certification – Robert Morris College
Notary Public – State of California

Awards

Dean’s List – DeVry University, 2017 
Honors Society – DeVry University, 2017 

Related Industry

Education

AA – Prairie State College
BS/Technical Management and Accounting – DeVry University