Woolston Consulting

Woolston Consulting Group, LLC is a boutique accounting and consulting firm that provides quality, personalized financial guidance to individuals and businesses. Our 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 a presence in the tri-state area, we also serve clients throughout the United States. By combining our expertise, experience, and the team mentality of our staff, we assure that every client receives the close analysis and personal attention they deserve.

Our Mission

Our mission is to provide superior quality tax, accounting, and consulting services by helping our clients preserve financial viability in the present, while taking a proactive approach to achieve future goals. We are dedicated to meeting these goals with high standards of excellence and professionalism. By having a strong connection with our clients, we are able to be their trusted advisors as they grow toward financial independence and prosperity. We strive to surpass our clients' expectations by placing our core focus on their needs. They can depend on us to manage their tax and financial matters so they may continue through their life journey with confidence.

Our Community Involvement

Our firm and individual staff members pride ourselves in each doing our share to help the communities in which we live and work. Whether it is serving on a charitable board or participating in organizations with which we are affiliated, we are proud of the work that we do to help. We have a particularly special relationship with the following organizations: Fulfill, formerly The FoodBank of Monmouth & Ocean Counties, and the Count Basie Theatre.

VITA - Volunteer Income Tax Assistance

Many of our neighbors in need may qualify for a tax refund. The Volunteer Income Tax Assistance (VITA) Program is a free, IRS-sponsored program to help low- and middle-income individuals have their federal and state personal income taxes prepared and filed electronically at no cost. Our firm partners with Fulfill to bring this program to the residents of Monmouth and Ocean Counties.

Our Team

Our team consists of experienced professionals, including:

• Charles T. Woolston, CPA, MST
• Chad M. Drake, MST
• Aimee M. Jensen, CPA, MBA
• Anna Marie Rogers

We welcome any questions or comments you may have. Feel free to contact us at any time. We are committed to providing superior quality tax, accounting, and consulting services to our clients.