Jessica A. Smith, CPA
215-354-0500 - Ext.17
Jessica is a graduate of Neshaminy High School (2012) and Drexel University (2016), where she received a Bachelor of Science in Business Administration with concentrations in Accounting and Finance. Her Certified Public Accountant (CPA) designation was conferred by the Commonwealth of Pennsylvania, Department of State, State Board of Accountancy in September 2017.
At ITFP, Jessica is responsible for accounting and bookkeeping for individuals and small business owners. She prepares business and individual tax returns, responds to inquiries from the IRS, utilizes tax software to process returns, and performs accounting services such as account analysis, adjusting journal entries and bank reconciliations. She also prepares payroll returns and quarterly compilations.
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.