Biography

Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor to her clients, providing compliance and consulting in the areas of:

  • Unrelated business income
  • Alternative investments Obtaining and maintaining tax-exempt status
  • Deferred taxes
  • Fringe benefits
  • Forms 990, 990-PF, and 990-T
  • Grantmaking
  • Related and controlled organizations
  • Compensation reporting
  • Self-dealing
  • Planning for the minimum distribution requirements and excise tax rate.

Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, tribal and gaming, and utilities.

Selected Speaking Engagements

  • Unrelated Business Income Tax (UBIT)
    (Oregon Society of CPAs Not for Profit Conference, May 2016)
  • Assessing Your Private Foundation’s MDR Environment
    (Council on Foundations Annual Conference, April 2016)
  • 2015 NICBOA Audit, Accounting and Tax Update
    (Northwest Independent Business College Officer’s Association, March 2015)
  • Tackling the New Tangible Property Regulations
    (National Association of College and University Business Officers Unrelated Business Income Tax Conference, February 2015)
  • Investing with Impact: A Technical Webinar for Foundation Finance Officers & Staff
    (Moss Adams Webcast and co-presented with Mission Investors Exchange and Meyer Memorial Trust, January 2015)
  • Expenditure Responsibility: It’s not that Hard – Creative Grant Making at Home and Abroad
    (Moss Adams Webcast, October 2014)
  • The Business Side of Philanthropy
    (The River Gathering: A Confluence of People, Places and Spirit, co-presented by: Philanthropy Northwest and Grantmakers of Oregon and Southwest Washington, May 2014)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Oregon Society of Certified Public Accountants
  • Member, Seattle Foundation Professional Advisors Council

Education

  • BA, accounting, Linfield College

Insights from Wendy Campos

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.