Wendy Tillery
CPA, Office Managing Partner - Atlanta

Wendy Tillery has more than 20 years of public accounting experience and a long list of clients that require a diverse range of tax services and structuring. These include real estate developers (residential and commercial), renewable energy companies, real estate syndicators, construction companies, and not-for-profit organizations. She also works closely with large, consolidated multi-state corporations and partnerships, closely held corporations, and several high net worth individuals, providing tax planning and structuring.

Wendy is responsible for the planning and supervision of tax engagements including multi-tiered partnerships and funds. Her primary focus is to manage client needs relative to tax planning and tax saving strategies. She is heavily involved in reviewing cost certifications and ten percent compliance reports for low-income housing credits and has extensive experience in tax research.

Wendy Tillery

Office | 404-847-9447

Atlanta, GA

Add Wendy to address book
Close

Contact Wendy

Let’s start a conversation about your company’s strategic goals and vision for the future.

Please fill all required fields*

Please verify your information and check to see if all require fields have been filled in.

Wendy+Tillery [email protected]
Please select job function
Please select job level
Please select country
Please select state
Please select industry
Please select topic

Experience and credentials

Specific to renewable energy, helps clients with tax issues related to their deals including Section 1603, federal compliance, state and local property tax compliance, federal and state tax research, federal private letter rulings, sales and use tax consulting, quarterly and annual tax planning and estimating, IRS or state revenue department audit assistance, tax advisory services for federal, state and local incentives such as tax credits, grants, rebates, loans, carbon attribute tax consulting and project document review for tax consequences. 
Provides clients with guidance on Section 42 Low-Income Housing Credits, Section 47 Rehabilitation Tax Credits, Section 48 Energy Credits, New Markets Tax Credits, and Historic Tax Credits. 
Structures and models transactions to mitigate the tax impact for clients thereby reducing taxable income.
Heavily involved with firm leadership committees, helping to set policies and procedures in the Atlanta office and firmwide.
Worked extensively on a due diligence engagement for a client’s S-1 filing with the SEC.

Education

BA, American University

Professional affiliations

HOPE Atlanta
Central Atlanta Progress - Board of Directors