Mandy is a certified QuickBooks ProAdvisor and works closely with clients to establish effective and efficient bookkeeping and payroll systems. Mandy enjoys working with clients in the preparation of their individual, business, trust and estate tax returns. Additionally, she prepares payroll and sales tax reports, business personal property tax returns, annual reports and helps clients in obtaining EIN’s and state withholding accounts
While working as a bookkeeper in her in-law’s family owned water treatment business, Mandy earned a Bachelor’s in Psychology from Florida Gulf Coast University in 2004. In 2010, Mandy and her husband moved to Black Mountain, an area they frequented while on vacation. She immediately started working with David G Worley, CPA, PA, the firm later became Worley, Woodbery and Melton, PA. While working and with the support of her employers, she went back to graduate school to pursue a Master’s in Accountancy. In December 2015, she earned her Master’s degree from Western Carolina University. After working together for several years, Mandy and Cassie Melton formed their own firm, Melton and Wakem, P.C. Mandy Wakem is an Enrolled Agent, as federally-licensed tax practitioner, agent number number 129611. Additionally, Mandy is currently taking the exams to become licensed in North Carolina as a CPA and hopes to complete the process by the end of 2018.
Mandy, originally from upstate New York, spent 14 years in SW Florida and now lives in Swannanoa. She lives with her husband, Peter and their two adopted sons Jaiden and Joey. Mandy enjoys being a mother and spending time with her family, boating whenever she gets back to Florida, and reading. She also volunteers at Evergreen Community Charter School where her sons attend school.