Wendy Lawrence, CPA, MST

Senior Manager

with JVTR since 2017

Meet Wendy Lawrence…a CPA, wife, mother to two incredible daughters and a varying number of cats. Born in Pozzuoli, Naples, Italy as an honored daughter of a US Marine, she spent her childhood with 5 siblings in Woodhaven, Michigan before becoming an official Kalamazoo transplant in 1994.

When she’s not in the office, you can find Wendy spending time with her family, at the gym, enjoying a good book with her Diva Book Club friends, or soaking up her favorite season – summer – at the lake or working in the garden. Lately, she has been working on her golf game– it has been” entertaining.”

To make it through a busy tax season, Wendy offers an incredible tip—break out the music! Normally she’ll be listening to alternative pop punk, rock, or new country music. In addition to jamming out in her office while serving clients, she’ll joke around with her teammates while they all refill their favorite caffeinated beverage.

Expertise

• Accounting and assurance services for small to medium-sized businesses, not-for-profit organizations, government assisted entities and employee benefit plans
• Tax planning, consulting and compliance for individuals, fiduciaries, not-for-profit organizations and closely-held businesses
• Multi-state taxation and nexus
• Representation before taxing authorities
• Litigation support services

Education

• Master of Science in Taxation | Grand Valley State University
• Bachelor of Business Administration | Accountancy, Western Michigan University

Certifications, Affiliations and Memberships

• CPA – Certified Public Accountant
• Member of the AICPA (American Institute of Certified Public Accountants)
• Member of the MICPA (Michigan Association of Certified Public Accountants)
  • Member of the MICPA State and Local Tax Task Force
  • Vice Chair & Member of the MICPA Eldercare Planning Task Force

Community Involvement

• Senior Services of Southwest Michigan, Inc. | Board Chair and Finance Committee Member
• Greater Kalamazoo Girls On The Run | Board Member, Past Board Chair