Jessica Woolley is a Tax Principal with 8 years of experience in public accounting. Jessica advises and consults on tax planning and compliance matters for high net worth individuals and their closely held businesses. She is adept at collaborating with client attorneys, financial advisors, and other professionals.
Jessica’s experience extends to:
- Tax planning and reviewing federal and state income tax returns for high-net-worth individuals and trusts
- Planning and reviewing federal gift tax returns
- Representing clients in audits conducted by federal and state taxing authorities
- Advising on budgeting, projections, and cash flow concerns
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
EDUCATION AND LICENSES
Jessica earned her Master of Accountancy from Rutgers University and her Bachelor of Business Administration from Monmouth University. She is licensed as a certified public accountant in New Jersey.