Jeffrey A. Wilson, CPA

Jeffrey A. Wilson, CPA

Partner

Services

  • Accounting
  • Audit
  • Corporate & Business Tax
  • Financial Reporting
  • Individual Tax
  • State & Local Tax (SALT)
  • Tax Planning

Industries & Specialties

Middle Market Companies | Non-Profit

Jeffrey A. Wilson, CPA is experienced in performing audit engagements for middle market companies, nonprofit organizations, municipalities, condominium associations, and defined contribution plans. His auditing experience includes performing audits for retail, wholesale, e-commerce and construction related businesses, single and yellow book audits for nonprofit organizations, consolidations and eliminations, and foreign currency translations.

In addition to performing audit engagements, he is also experienced in performing compiled and reviewed financial statement engagements and agreed upon procedure engagements for the aforementioned industries.

He is experienced in performing tax services for individuals, businesses, and nonprofit organizations, including preparation and planning. In regards to nonprofits, he has expertise in filing for tax exempt status, providing governance and best practices consulting, and preparing annual tax return filings.

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Education

  • BS Salisbury University
  • Certified Public Accountant (CPA)
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Professional Affiliations

  • AICPA
  • NJCPA
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Community Involvement