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The Full Story

About Us

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Where It Began

Taxes shouldn't be complicated. This mantra is what propelled Jenna to start her own tax and accounting firm in 2017. After working for a public accounting firm for six years, consisting of individuals, small business and non-profits, she and her husband knew the timing was right as they awaited the arrival of their first daughter, Quinn.

 

Jenna graduated from West Chester University in 2007 with a Bachelor of Science in Accounting. She then went on to complete her Master's in Accounting and Financial Management in 2013. She is a licensed CPA in both Pennsylvania and New Jersey and a QuickBooks ProAdvisor, servicing clients across the country.   

Outside of the office, Jenna enjoys spending time with her husband Brian and children Quinn & Shane. They reside in Mount Laurel, NJ and are frequently enjoying a local sports game (go Phillies!).

Who We Are

Working with high net-worth clients at a large tax, accounting and advisory firm right out of college, Jenna was eager to create a business centered on individuals and small businesses with a personalized, client-focused approach.

 

Jenna is experienced working with multi-level marketing and direct sales consultants. She provides tax planning, bookkeeping, payroll, accounting software training and other tailored services. She also provides individual tax services, with expertise in navigating investments, rental income, capital transactions, and much more.  

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Our Vision

Jenna's ultimate goal it to simplify the tax and accounting process to ease the burden and dread that comes with tax season each year. With the ability to handle all your needs online via a user-friendly (and secure) client portal or in-person*, we can easily cater our services to your needs.

And for every new client referral, you'll receive a $10 Amazon Gift Card!

*Jenna will travel within a 30-minute radius of Mount Laurel, NJ or you are welcome to meet her locally.

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