Jessica Sullivan, CPA
Certified Public Accountant
Sullivan & Morgan Tax Office
Office
3397 Oak DrWinooski, 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.