Who… What… When… Where… Why… How…

Who We Are

Professional STAFF

Education:  Master of Accountancy, University of South Carolina

Background:  20+ years in private industry including buy-here-pay-here car dealerships, real estate and medical practices. Controller for a multi-million dollar corporate group before becoming a CPA.  Licensed in North Carolina and South Carolina.

Passion:  Helping businesses succeed.  Sometimes life is just hard and/or complicated.  Tax and accounting are not something that people should have to "muddle through" and hope it's right.  That's why we're here.  We do what we do so that you can do what you do - better.

Wendy is from Gaffney, South Carolina.  She enjoys reading, dyeing yarn and knitting. She and her husband Bas have two grown children and one grandson.

Email:  wendy@wswray.com

What We Do

Please take a look at our Services page for descriptions of the type of work we do.  Most importantly, though, know that we're here to help you.  Every relationship is important.  Every client is important. 

When We're Open

We are a remote-only CPA firm with an office in Gaffney, SC. Normal office hours are 8:30 am - 5:00 pm.

Where We Practice

We know your time is valuable and we want to make working with us as hassle-free as possible.  Due to a cancer diagnosis, we have transitioned to a remote-only CPA practice. We’re available by phone, Zoom, email and our portal software, Liscio.

Why Choose Us

We want to see your business succeed.  It's really that simple.  

And when your business is a success (as defined by YOU, not anyone else), so that you can take that dream vacation or never miss a Little League game or get out of debt (or all of the above), know that we’re just as excited for you as you are to be there.

How We Work With You

As a remote firm, we have a few different tools for working with our clients. We use: 

• ISL secure software to log in to client systems remotely (at times that are convenient for your business) to perform the tasks we need to do.

• Liscio for communication and document exchange and management.

• Liscio also includes e-signature software so that you can securely sign important documents.

• FedEx for delivering any physical paperwork.

• Electronic forms - get a tax organizer uploaded to the portal rather than a paper copy, e-sign documents, etc.

An important note: We know that some people don’t have a comfort level with all of the e-tools available. We are compliant with Internal Revenue Service and Federal Trade Commission security guidelines as required by law. We also engage an outside technology management company to ensure that we’re up to date with all security protocols.