Life Requires Planning; we are here for you.
Nancy E. Kimsey
Leveraging my long-time experience in tax and accounting to help our clients is so rewarding for me. Our clients are such a joy to work with.
Narrative / Experience
I have had the privilege of working in a field that I enjoy for the last 32 years. Although the tax profession is precise and is often quite complex, I feel that our Firm’s clients benefit and are truly appreciative of my experience and service. My practice is dedicated to the administration of estates and trusts. I spend a significant portion of my day on the preparation of client Federal & New Jersey estate, inheritance, fiduciary and individual income tax returns. I work closely with the Firm’s clients to guide and advise them throughout the estate administration process, and all relevant tax matters.
I support and assist clients in making tax-related decisions, which have direct implications to estate administration matters. I also guide clients through a range of estate administration issues, which frequently involve distribution timing benefits and satisfying probate requirements.
- Certified Public Accountant, New Jersey State Board of Accountancy
- M.S. degree, Taxation
- B.A. degree, Accounting