Jacqueline M. Ilvento CPA, LLC
Tax Preparation and Advisory
157 Broad Street, Suite 321
Red Bank, NJ 07701
Phone: (732) 440-8829
Tax Preparation and Advisory
157 Broad Street, Suite 321
Red Bank, NJ 07701
Phone: (732) 440-8829
We are a CPA firm dedicated to providing comprehensive tax and accounting services to individuals, businesses, trusts and estates.
With over 30 years of experience in the field, we have helped numerous clients with their accounting and tax needs. Jacqueline is highly qualified and constantly staying up-to-date with the latest industry trends and regulations.
At Jacqueline M Ilvento CPA LLC, we offer a wide range of accounting services including tax preparation, tax planning and advisory, light year-end bookkeeping adjustments needed for tax return preparation, and more. We tailor our services to meet the specific needs of each client.
We strongly believe in building long-term relationships with our clients. Our approach is to provide personalized service and we work closely with our clients to understand their unique needs and goals.
Jacqueline is a Certified Public Accountant licensed in NJ, NY & FL, with over 30 years of experience in income tax preparation and planning.
After graduating from Monmouth University with a Bachelor of Science in Accounting and Marketing in 1994, she started her career at a small local accounting firm in Monmouth County, NJ preparing business and personal income tax returns.
Jacqueline later joined JPMorgan Private Bank, in their Personal Trust Income Tax Department, where she prepared trust and estate returns for their trust companies, and prepared individual returns for their high-net-worth clientele. This experience makes her a valuable resource to her clients, fiduciary administrators, and other CPAs that she consults for, in the preparation of trust income tax returns.
Jacqueline also spent some time as a Tax Manager in the Alternative Investments group at PricewaterhouseCoopers in NYC, where she prepared and reviewed tax returns for hedge fund and private equity fund clients.
She remains part of a close-knit network of CPA colleagues in the area and enjoys running her own firm.
We offer comprehensive income tax services to meet the needs of individuals, businesses, and trusts.
Our services include:
We prepare returns for many types of taxable entities including:
Please contact us at 732-440-8829 for information or an estimate.
All return preparation is subject to minimum fees.
If your return is not complicated, IRS Free File (with AGI limitations) may be a good option for you.
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By appointment only. Please call or send a message to schedule an appointment.
Please mail checks or bill payments to:
Jacqueline M Ilvento CPA LLC
157 Broad Street, Suite 321
Red Bank, NJ 07701
We do not accept Venmo or PayPal.
Zelle: Scan the QR Code above while using Zelle in your banking app, or send to
payments@ ilventocpa.com
(without the space).