Ms. Hall has been preparing tax returns for individuals and businesses for more than 25 years. She and her partner formed Small Office Solutions LLC to address the accounting and information technology needs of the small business. She provides clients not only with year-end tax preparation, but planning, tracking, and other strategies to minimize their expenses and tax liability for both their businesses and personal lives.
Wendi has been an Endorsed Local Provider for financial guru and best selling author, Dave Ramsey, since 2008. Her professional services include guiding clients through the “baby steps” to financial freedom. Each Fall she coordinates a Financial Peace University class.
Wendi is the author of several published articles covering topics such as tax planning, business development, and technology. She was named as a 2010 Milwaukee Magazine Five Star Wealth Manager.
Wendi has been a regular speaker for the National Speakers Association, Futura Language Professionals National Franchise Conferences, UWM Small Business Development Corp, Lorman Seminars, the Accounting & Financial Women’s Alliance, local chambers of commerce and many others.
Wendi has also served as Treasurer for her church and for the Parents Club of St Johns Military Academy.
Wendi is a member of the AICPA, WICPA, Accounting & Financial Women’s Alliance, and National Association of Tax Professionals.
Wendi has been married to her best friend, Geoff, for 27 years. They have four children.
Certified Public Accountant
BBA – Accounting major and Economics minor