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TEAM BIO
Jessica Simons, CPA

Jessica Simons, CPA

Senior Tax Manager

tel 425.629.1990

direct 425.629.1908

E-mail Jessica

Jessica Simons, CPA

Senior Tax Manager

tel 425.629.1990

direct 425.629.1908

Practice Experience

Jessica specialized in tax compliance, planning, and consulting for high net worth individuals, estates, trusts, family groups, real estate, and professional service firms. She is particularly skilled in working with trusts and estates.

Jessica enjoys working with whole family groups and their businesses and trusts. She likes to see the big picture, and then drill down into the details to make a lasting impact. She finds high level consulting and planning especially rewarding, and feels she’s most valuable to clients when she can be a long-term resource.

Jessica began her career at a small public accounting firm in downtown Kirkland. She has been with Sweeney Conrad for over 7 years.

Professional & Business Affiliations

American Institute of Certified Public Accountants

Washington Society of Certified Public Accountants

Vistage Emerging Leaders Group

Education

Bachelor of Arts in Business Administration (Accounting), Washington State

Masters of Accounting (Taxation), Washington State University

Professional Certifications

Certified Public Accountant

Community Activities

  • Bellevue Chamber of Commerce Young Executives Graduate and Alumni
  • Food Lifeline Volunteer
  • Lifewire Volunteer