Trending...
- FlyBright Pilot Academy Partners with Allegiant Air to Address the Pilot Shortage
- BEPeterson Building Engineering Partnerships
- NaturismRE, ANF, and GNA Stand United for Naturist Rights in Australia – A Call for Global Support
RED BANK, N.J. - PennZone -- Charles T. Woolston, CPA and, Aimee M. Jensen, CPA of Woolston Consulting Group, LLC (WCG) are pleased to announce a recent merger with the Red Bank based accounting and consulting team led by William C. McNamara, CPA, CCIFP®. Through this merger with McNamara's team, WCG has successfully expanded its exemplary accounting and consulting services for existing personal and business clients, while welcoming the new clients that will join the firm through McNamara's team. This new partnership, Woolston, Jensen, & McNamara, LLC (WJM), will continue the firm's dedication to providing its clients with exceptional professional, personalized services, as well as expanding its guidance in a wide range of financial and business needs.
According to Mr. Woolston, the growth of his firm through the merger has solidified his commitment to his clients and the firm's dedication to continuing its rich history of top-notch tax and consulting services for personal and business clients in the mid-Atlantic region. "The synergies between our two firms make this the perfect partnership going forward. Our clients will benefit through the combined value and enhanced performance of our two firms, which will be far greater than the sum of their individual resources and accomplishments." Woolston continues, "In addition, as we advise our business clients to plan for succession, it's important that we also take the steps to insure our firm's longevity. My partners and I will continue to service existing and new clients in all areas of tax and accounting consultancy while adding a significant amount of experience to our business tax and accounting departments."
More on The PennZone
Ms. Jensen has over 35 years of accounting experience and specializes in a broad spectrum of tax assistance and compliance including expert tax preparation, proactive tax analysis, and year-round tax planning. She has been a dedicated member of the firm since 2006.
With extensive experience in family business accounting and consulting, Mr. McNamara and his team bring proven leadership in client relations and business development. These additional skills complement the Woolston team's areas of expertise for a well-rounded approach for all clients. McNamara's team, which includes Kevin P. Donovan, CPA, CCIFP®, as well as other key members, will continue to provide strategic value-added services beyond an organization's compliance requirements and is widely known in the mid-Atlantic region for their concentrated experience in the architect, engineering, and contracting industries. "Mr. Woolston, Ms. Jensen, and I have similar mindsets in how we grow our teams, our client base, and our future. Our respective team members have been engaged with us for decades and the client relationships are generational. Creating a full suite of accounting services in multiple disciplines adds value not only for our clients, but for our team members as well."
The new partnership, WJM, will offer its clients expanded services and expertise for all their tax, accounting, and financial consulting needs, from tax management and accounting services for individuals to estate and trust planning and compliance, as well as strategic business planning, exit strategies for small businesses, and investment wealth management. By combining their two teams, the partners of WJM have not merely grown to be bigger, but have grown to be better.
More on The PennZone
Woolston, Jensen, & McNamara, LLC is one of the leading accounting and consulting firms in the mid-Atlantic region, but also serves clients throughout the United States. The growing accounting and consulting firm continues to provide quality, personalized financial guidance to individuals and businesses. Its expertise includes tax management and accounting services encompassing individual, business, and estate and trust planning and compliance, strategic business planning, exit strategies for small businesses and investment wealth management, with an affiliate company Salvus Wealth Management, LLC.
According to Mr. Woolston, the growth of his firm through the merger has solidified his commitment to his clients and the firm's dedication to continuing its rich history of top-notch tax and consulting services for personal and business clients in the mid-Atlantic region. "The synergies between our two firms make this the perfect partnership going forward. Our clients will benefit through the combined value and enhanced performance of our two firms, which will be far greater than the sum of their individual resources and accomplishments." Woolston continues, "In addition, as we advise our business clients to plan for succession, it's important that we also take the steps to insure our firm's longevity. My partners and I will continue to service existing and new clients in all areas of tax and accounting consultancy while adding a significant amount of experience to our business tax and accounting departments."
More on The PennZone
- Explore the "Magic of Rainbows" in the New Children's Book Series "Mila and Ally's STEMventures
- Relentless 2800 Challenge: A 40-Day Team Fitness Journey Launching for Lent 2025
- Super Locksmith In Tampa Florida
- Super Locksmith Saint Petersburg
- Exeter Smiles in Reading Enhances Orthodontic Care with DIBS AI Technology
Ms. Jensen has over 35 years of accounting experience and specializes in a broad spectrum of tax assistance and compliance including expert tax preparation, proactive tax analysis, and year-round tax planning. She has been a dedicated member of the firm since 2006.
With extensive experience in family business accounting and consulting, Mr. McNamara and his team bring proven leadership in client relations and business development. These additional skills complement the Woolston team's areas of expertise for a well-rounded approach for all clients. McNamara's team, which includes Kevin P. Donovan, CPA, CCIFP®, as well as other key members, will continue to provide strategic value-added services beyond an organization's compliance requirements and is widely known in the mid-Atlantic region for their concentrated experience in the architect, engineering, and contracting industries. "Mr. Woolston, Ms. Jensen, and I have similar mindsets in how we grow our teams, our client base, and our future. Our respective team members have been engaged with us for decades and the client relationships are generational. Creating a full suite of accounting services in multiple disciplines adds value not only for our clients, but for our team members as well."
The new partnership, WJM, will offer its clients expanded services and expertise for all their tax, accounting, and financial consulting needs, from tax management and accounting services for individuals to estate and trust planning and compliance, as well as strategic business planning, exit strategies for small businesses, and investment wealth management. By combining their two teams, the partners of WJM have not merely grown to be bigger, but have grown to be better.
More on The PennZone
- Maryland Bill Aims to Curb Mental Health Youth Transport Abuses
- INDEPENDENT PRESS AWARD® announces the 2025 winners
- Evolution of an Outdoor Essential
- DAY Miner: Using AI to transform cryptocurrency mining, boost revenue by 30%
- Jazz Legend Bob Holz Nomination-New Album Honoring Larry Coryell
Woolston, Jensen, & McNamara, LLC is one of the leading accounting and consulting firms in the mid-Atlantic region, but also serves clients throughout the United States. The growing accounting and consulting firm continues to provide quality, personalized financial guidance to individuals and businesses. Its expertise includes tax management and accounting services encompassing individual, business, and estate and trust planning and compliance, strategic business planning, exit strategies for small businesses and investment wealth management, with an affiliate company Salvus Wealth Management, LLC.
Source: Woolston, Jensen, & McNamara, LLC
Filed Under: Business
0 Comments
Latest on The PennZone
- Meredith Thomas Returns as Master of Ceremonies for International Women's Day Gala for 2025
- Kim Estes Returns as Master of Ceremonies for International Women's Day Gala for 2025
- Andre Kay Honored with Black Excellence Award by the Florida Panthers
- Wide range of dental care products at upto 40% discounted prices | DentistryDeal.com
- NaturismRE, ANF, and GNA Stand United for Naturist Rights in Australia – A Call for Global Support
- Volante of Hanover Expands with the Opening of Its Second Building, Introduces Assisted Living Services
- Double Ace Golf Transforms Golf Group Management with Easy Scheduling and Live Scoring
- Space Force Selects Nokomis for Advance Expeditionary Space Domain Awareness Contract
- Talent Concierge® Artists Agency and The Big Talk® Announce Game-Changing Partnership Challenging Status Quo in the Meetings Industry
- FlyBright Pilot Academy Partners with Allegiant Air to Address the Pilot Shortage
- BEPeterson Building Engineering Partnerships
- WonderDays: The Startup Disrupting the UK Gifting Industry
- RE1 Advisor Expands Services to Texas
- Uhland Pop Shop Launches February 11, 2025, Bringing Local Pride to Uhland, TX
- Partnerships to Launch Digital Entertainment Hub in China; $40 Million Investment into Global MOBA Digital Game Arena: NIP Group (Stock Symbol: NIPG)
- Sip Social Co. Brings Refreshing Energy to the Miami Marathon Finish Festival with FP Movement
- Purple Diamond Offers Stability Storage Capabilities to Ensure Product Integrity and Compliance
- Igniting Souls® and EOS Worldwide® Launch EOS Impact™: The Exclusive Publishing Collaboration for 850+ EOS Implementers
- Jennifer Eggers Releases Mastering the C-Suite to Prepare Leaders for the Highest Level
- Ceramic Liberty Unveils CL8Y: A Revolutionary Deflationary Memecoin Set to Redefine DeFi