Wendi Hall

Wendi Hall Email and Phone Number

Solving financial problems for women business owners nationwide @ DBHW Wealth Partners
Wendi Hall's Location
Brookfield, Wisconsin, United States, United States
Wendi Hall's Contact Details
About Wendi Hall

We provide tax, accounting and financial services to small businesses and individuals. We offer flexible options to our clients to make tax and accounting less stressful. By utilizing technology including secure, online, private accounts, our clients can access and submit their tax information from anywhere 24/7/365.Specialties: Single owner or partner business accounting and tax, self-employed retirement plans, home office deductions, individual tax strategies, rental property, direct sales business, clergy tax returns.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Wendi Hall's Current Company Details
DBHW Wealth Partners

Dbhw Wealth Partners

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Solving financial problems for women business owners nationwide
Wendi Hall Work Experience Details
  • Dbhw Wealth Partners
    Director Of Tax And Accounting
    Dbhw Wealth Partners Jul 2022 - Present
    Brookfield, Wisconsin, United States
    I help professional coaches who make more than $300,000 per year and are bogged down with financial decisions to gain clarity over their financials so they can take more money home to their families, save for retirement, and spend more time using the gifts they were given to do the work they love.
    View
  • Melaleuca:The Wellness Company
    Marketing Executive
    Melaleuca:The Wellness Company 2002 - Present
    View
  • Small Office Solutions Llc
    Managing Partner
    Small Office Solutions Llc 1998 - Oct 2022
    13500 W Capitol Dr, Suite 104, Brookfield, Wi 53005-2444
    I provide expert advice ensuring financial peace of mind now and in the future. Our complete array of services combined with current technologies will meet your accounting, tax, and payroll goals. I also offer a variety of investment and financial planning services to maximize your savings and investing needs.
  • American Society Of Women Accountants - Milwaukee Chapter
    President
    American Society Of Women Accountants - Milwaukee Chapter Jul 2011 - Jun 2013
    Greater Milwaukee Area
  • American Society Of Women Accountants - Milwaukee Chapter
    Website Chair
    American Society Of Women Accountants - Milwaukee Chapter 2006 - 2011
    Greater Milwaukee Area
  • Fula Wanat
    Tax Accountant
    Fula Wanat 2000 - 2002
    Prepared tax returns for individuals and small businesses.
  • Boulder Venture
    Assistant Controller
    Boulder Venture 1995 - 2000

Wendi Hall Skills

Income Tax Small Business Accounting Investments Tax Small Business Accounting Payroll Tax Returns Microsoft Office Tax Accounting Quickbooks Tax Preparation Bookkeeping Financial Planning Corporate Tax Non Profits Budgeting Business Planning General Ledger Excel Tax Compliance Payroll Processing Sales Tax Payroll Taxes Financial Accounting Retirement Planning Public Speaking Microsoft Excel Nonprofits Budgets Financial Analysis Financial Reporting Cash Flow Time Management Management Accounts Payable Accounts Receivable Account Reconciliation Financial Statements Managerial Finance Forecasting Cash Management

Wendi Hall Education Details

Frequently Asked Questions about Wendi Hall

What company does Wendi Hall work for?

Wendi Hall works for Dbhw Wealth Partners

What is Wendi Hall's role at the current company?

Wendi Hall's current role is Solving financial problems for women business owners nationwide.

What is Wendi Hall's email address?

Wendi Hall's email address is we****@****llc.com

What is Wendi Hall's direct phone number?

Wendi Hall's direct phone number is +141439*****

What schools did Wendi Hall attend?

Wendi Hall attended Lubar College Of Business, University Of Wisconsin-Madison, Wauwatosa West.

What are some of Wendi Hall's interests?

Wendi Hall has interest in Small Business, Tax, Investing, Sheepshead, Education, Accounting, Mac.

What skills is Wendi Hall known for?

Wendi Hall has skills like Income Tax, Small Business Accounting, Investments, Tax, Small Business, Accounting, Payroll, Tax Returns, Microsoft Office, Tax Accounting, Quickbooks, Tax Preparation.

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