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Jessica Barrett, CPA

Manager, Tax & Advisory

Jessica Barrett

About Jessica

Jessica Barrett, CPA, is a Tax Manager with over seven years of public accounting experience, with a focus in tax preparation and planning for high-net-worth individuals and their families.

Jessica has developed extensive knowledge of estate, trust, and gift taxation. She enjoys working with executors, trustees, and their attorneys to achieve their compliance and wealth transfer goals. She takes pride in her ability to organize complex estates in order to present complete and accurate tax returns. Jessica also takes pleasure in developing relationships with her clients in order to serve their long-term needs of wealth planning.

Jessica graduated from the University of Kentucky with both a Bachelor of Science and a Master of Science degree in Accounting.

Outside the office, Jessica loves to play and coach sports, read, and spend quality time with her friends and family.

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