Wendy Chang, CPA

Email: wchang@phillipsco.com

Wendy Chang is an Accountant at Phillips & Company, a certified public accounting firm.  She prepares monthly financial statements for Downstream Exchange Company. She also assists Downstream Exchange clients by preparing pre-1031 exchange analysis and post-1031 exchange supporting worksheets for clients to report the accomplished 1031 exchanges on tax Form 8824, Like-Kind Exchanges.

Wendy joined Phillips & Company in 2001. Since then, she has been performing various accounting and tax services for clients in real estate and professional service industries.

Wendy received her Bachelor of Science degree in Accounting from Soochow University in Taiwan and obtained her Master degree of Science in EDP Auditing from Cal Poly, Pomona.  Wendy has been a CPA since 1996.

Prior to Phillips & Company, Wendy worked as a tax analyst at Walt Disney Corporate Tax Department and a tax specialist at Ernst & Young LLP.