Jessica A. Smith

215-354-0500 - Ext.17

Jessica is a graduate of Neshaminy High School (2012) and Drexel University (2016) with a Bachelor of Science in Business Administration (Cum Laude) with concentrations in Accounting and Finance. Jessica is currently studying to become a Certified Public Accountant.

At ITFP, Jessica assists the Certified Public Accountants with accounting and bookkeeping for individuals and small business owners. She is responsible for preparing business and individual tax returns under the guidance of the CPAs, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations. She also prepares payroll returns and quarterly compilations under the guidance of the CPAs.

Jessica provides support to the financial planners with investment management research and analysis, and she acts as a liaison with financial institutions to gather information. In addition, she oversees ITFP’s procedural manual, works with administration on the maintenance and updating of ITFP’s website, and assists with billing and time management analysis. Jessica is also responsible for carrying out various special projects as needed.

Jessica has worked for ITFP since May 2013. Upon graduation from Drexel in March 2016, she became a full time employee of ITFP.