Jacqueline M. Ilvento CPA, LLC
Tax Preparation and Consulting
157 Broad Street, Suite 321
Red Bank, NJ 07701
Phone: (732) 440-8829
Tax Preparation and Consulting
157 Broad Street, Suite 321
Red Bank, NJ 07701
Phone: (732) 440-8829
A CPA firm servicing individuals, businesses, trusts and estates with their tax and accounting needs.
Jacqueline is a certified public accountant licensed in NJ, NY & FL, with 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 service many types of clients:
Fees:
Billing is based on time and complexity using our hourly rate schedule, subject to minimum fees.
Please contact us for information or an estimate.
If your return is not complicated, IRS Free File (with AGI limitations) may be a good option for you.
For a limited time, we are inviting new and prospective tech saavy clients to sign up for our TaxDome portal and get your 2024 returns started as soon as possible. You must upload a copy of your 2023 1040 tax returns and 2024 tax documents and follow all instructions on the portal. We will ask you to fill out some information regarding yourself and your returns. We may call you to clarify some information, but most services and communication will be carried out through the portal. We can give you a fee quote after we have reviewed your information and send you an Engagement Letter so we may get started on your returns as soon as possible.
(When the link stops working, that means we are not accepting any more direct sign-ups this year.)
To send a message, please click the button below.
By appointment only. Please call or email to schedule an appointment.
The IRS website has information useful to individuals and businesses. Click the link below to check refund status, pay taxes, and find information and forms.
The NJ Division of Taxation website has information useful to individuals and businesses. Click the link below to check refund status, pay taxes, and find information and forms.
The NY Department of Taxation website has information useful to individuals and businesses. Click the link below to check refund status, pay taxes, and find information and forms.
CTA / BOI Filing Requirement
Below is a letter sent to clients regarding an important new reporting requirement that will affect many businesses operating in the U.S., under the Corporate Transparency Act (CTA).
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).