Wendy R. Tillery

Wendy Tillery serves as Office Managing Partner for CohnReznick’s Atlanta Office. She has more than 20 years of public accounting experience and has a long list of clients that require a diverse range of tax services and structuring. These include real estate developers (residential and commercial), renewable energy companies, real estate syndicators, construction companies, and not-for-profit organizations. She also works closely with large, consolidated multi-state corporations and partnerships, closely-held corporations, and several high net worth individuals, providing tax planning and structuring.

As a tax partner, Wendy is responsible for the planning and supervision of tax engagements including multi-tiered partnerships and funds. Her primary focus is to manage client needs relative to tax planning and tax saving strategies. She is heavily involved in reviewing cost certifications and ten percent compliance reports for low-income housing credits and has extensive experience in tax research.

With knowledge relative to numerous tax credits, Wendy provides clients with guidance on Section 42 Low-Income Housing Credits, Section 47 Rehabilitation Tax Credits, Section 48 Energy Credits, New Markets Tax Credits, and Historic Tax Credits. Specific to renewable energy, she helps clients with a broad array of tax issues related to their deals including Section 1603, federal compliance, state and local property tax compliance, federal and state tax research, federal private letter rulings, sales and use tax consulting, quarterly and annual tax planning and estimating, IRS or state revenue department audit assistance, tax advisory services for federal, state and local incentives such as tax credits, grants, rebates, loans, carbon attribute tax consulting and project document review for tax consequences. She is also involved in the structuring and modeling of transactions. Ultimately, her goal is to mitigate the tax impact for her clients thereby reducing taxable income.

Beyond client work, Wendy is heavily involved with Firm leadership committees, helping to set policies and procedures in the Atlanta office and Firm-wide.