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CPA

Jessica Sullivan, CPA

Certified Public Accountant

Sullivan & Morgan Tax Office

Office

3397 Oak Dr
Winooski, VT 05069

Contact

  • Phone(415) 707-4511
  • Emailjessicasullivan@sullivan-morgan-tax-office.example
  • PTINP38475131

Profile

  • Years of experience26 years
  • Accepting new clientsYes
  • Virtual meetingsAvailable
  • E-files returnsNo
  • Fee range$$$
  • LanguagesEnglish, Tagalog, Hindi

About Jessica Sullivan, CPA

Jessica Sullivan, CPA is a Certified Public Accountant serving clients in Winooski, Vermont and the surrounding region. With 26 years of professional experience, the firm of Sullivan & Morgan Tax Office handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the Vermont Board of Accountancy, Jessica Sullivan, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

  • Schedule C self-employed
  • Rental property income
  • Like-kind 1031 exchanges
  • Performing artist deductions
  • Gift tax returns (Form 709)

Service area

Primary office in Winooski, VT (ZIP 05069). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Vermont. Virtual consultations are offered for clients outside the immediate Winooski metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Vermont Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Vermont State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.