An experienced certified public accountant and business advisor, Wendy Lance delivers strategic tax planning and compliance services to corporations, partnerships, individuals and closely held businesses and their owners.
Wendy’s career in public accounting has been fueled not only by her specialized expertise, but also her commitment to building a strong rapport and lines of communication with her clients. Her proactive approach to service engenders trust between Wendy and the business owners and financial executives she serves.
Listening to and learning from her clients means Wendy can quickly identify additional resources within the firm to address new pain points or seize an emerging opportunity to maximize profitability. She also works directly with her clients’ financial advisors and attorneys, which allows them to bring a seamless approach to the business and transition decisions that must be made as a company grows and changes.
Wendy is a key member of RKL’s firm wide tax leadership team, overseeing workforce planning, professional development and performance management for the service line.
“I enjoy building strong relationships with my clients and serving in an advisory role to help grow their businesses.”
PERSONAL
Wendy and her husband, Jay, live in Lititz with their four children. She enjoys spending time with her family.
