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.
Wendy recently completed her first 5K run, and in her “spare time” works as a web and mobile designer.
Enrolled Agent – Internal Revenue ServiceParalegal Certification – Robert Morris College
Notary Public – State of California
Dean’s List – DeVry University, 2017
Honors Society – DeVry University, 2017