SPECIALISTS

Wendy Wenxiu Xu

Director, Citrin Cooperman Advisors LLC

PlaceholderSpecialists

Experience

Wendy Xu is a tax director with 15 years of experience in public accounting. She strives to deliver specialty knowledge in business tax to her clients. Wendy ensures that she knows her clients’ needs and expectations when meeting with them for the first time so that she can exceed expectations and provide high quality service in a timely manner.

Getting to know her clients on a personal level allows Wendy to offer her expertise in the preparation of Federal, state and local taxes, and K-1s for hedge funds and private equity. Using a collaborative approach when working with her clients, she develops an integrated tax plan that focuses on maximizing tax efficiencies, identifying and satisfying tax compliance requirements, and providing clarity on continually evolving rules and regulations so that they know precisely where they stand at any point in the process.

Wendy was previously a senior tax manager at Untracht, which joined Citrin Cooperman in 2022. Wendy spent seven years in one of the big four accounting firms serving the firm’s leading tax clients in the asset management space.

CREDENTIALS

Education

BA in English Literature, Xiamen University

MS in Information Studies, Nanyang Technological University, Singapore

MS in Accounting, Fairleigh Dickinson University

Licenses

Certified Public Accountant in the state of New Jersey

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

WORK-LIFE BALANCE

Outside the Office

In her free time, Wendy likes to read, jog, and travel.

Get in touch with Wendy Wenxiu Xu today.

Fill out the form below to get in direct contact with Wendy Wenxiu Xu and start your personalized consultation journey.

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Be sincere and be honest.

Get in touch with Wendy Wenxiu Xu today.

Fill out the form below to get in direct contact with Wendy Wenxiu Xu and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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