Experience

Jessica Woolley is a managing director with eight 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 experience includes 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, and advising on budgeting, projections, and cash flow concerns.