Your gateway to a new world of financial clarity.
We keep the books, returns, and planning calendar for complex households in one place, so every adviser works from the same numbers.
Families and family officesBusiness ownersGerman-American families and companies
What we do
Wendland Services coordinates the books, returns, and planning calendar for households with real complexity: operating companies, holding entities, trusts, rental property, and ties to Germany or elsewhere abroad.
Household accounting
Consolidated books across individuals, entities, and trusts, closed on a regular schedule.
Learn more →02Tax preparation
Federal and state returns for individuals, entities, trusts, and gifts, prepared from reconciled books.
Learn more →03Tax planning
A year-round planning calendar, coordinated with your attorneys and wealth managers.
Learn more →04Entity administration
Filings, deadlines, ownership records, and intercompany activity, tracked in one place.
Learn more →05Cross-border coordination
Support for families and companies with ties between the United States and Germany.
Learn more →06Adviser coordination
One point of contact who keeps your advisers working from the same numbers.
Learn more →One firm holds the numbers, the calendar, and the follow-through, so fewer things fall between your advisers.
Experience behind the work
- Experience behind the work
- More than fifteen years inside large international operations that prefer to remain private: operating companies, holding structures, trusts, and cross-border entities in the United States and Europe
- What we don't publish
- Client names, former employers, or figures. Discretion is part of the service.
- Education
- Master of Business Administration in International Strategy, Hofstra University (2017); Graduate Certificate in Accounting, Harvard University Extension School (2019); Bachelor of Arts, Flagler College; Associate in Arts, Tallahassee Community College (2009)
- Credential
- Financial Modeling and Valuation Analyst, Corporate Finance Institute
- Languages
- English and German
Built for families, family offices, and business owners whose finances span several entities, trusts, and advisers, including German-speaking families with ties to the United States.
Who we work with
Families and family offices, typically with ten million dollars or more in net worth, whose financial lives span several entities and advisers.
Business owners whose personal and company finances need to be read together.
German-speaking families and companies with United States connections.
What we are, and what we are not
We are an independent accounting and tax practice that sits between your advisers and keeps everyone working from the same numbers and the same calendar.
We are not a volume tax shop, a registered investment adviser, a law firm, an audit firm, or a family office that manages capital. We work alongside the attorneys, wealth managers, and auditors you already trust.
Three steps to one coordinated picture
Introductory call
We learn about your household, entities, and current advisers, and see whether we are a fit.
Written scope
An engagement letter lists every entity, return, and deliverable, with a fixed annual fee where possible.
Standing calendar
We set closes, filings, and planning meetings in advance and share them with your other advisers.
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