Wendy S. Kerfoot, CPA

Email: wkerfoot@phillipsco.com

Wendy S. KerfootMs. Kerfoot prepares the analyses for 1031 exchanges prior to or during the 1031 exchange so the client can determine the best 1031 exchange for their needs.  She also prepares the Form 8824 Like-Kind Exchanges and the analyses for completed 1031 exchanges.  She is very proficient at the 1031 exchange calculations and determining the basis for the newly acquired replacement property.  She also works concurrently for Phillips & Co, C.P.A.'s preparing financial statements and tax returns for businesses and individuals.

Ms. Kerfoot has been certified as a public accountant since 1987.  She has worked for Downstream Exchange Company and Phillips & Co, C.P.A.'s since 1997.  Prior to 1997 she worked for a small firm in Monrovia reviewing corporate, partnership, trust and individual tax returns for high net worth clients.  She worked for several years as an account manager at a business management firm catering to entertainment clients.  She started her career at a public accounting firm in Sacramento for her first six years where she prepared audits, financial statements and tax returns.  She graduated from California State University, Sacramento in 1993 with a business degree with a concentration in accounting.

She has been married to her husband, Henry, since 1998 and they have a sassy 5 year old daughter currently attending preschool.  They enjoy the outdoors, camping, hiking and traveling when time permits.