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Partners, principals and associates

Madison

2501 West Beltline Highway
Madison, WI 53713

Tel:

608.270.2931


Email: jschwantes@wipfli.com

Jessica Schwantes, CPA

Madison Market Leader

Jessica Schwantes is the Madison market leader and tax partner. As the leader of the Madison market, she is responsible for the overall financial results of the region, new client development, client retention, partner and associate development and community engagement. In her client service role, Jessica brings over 20 years of experience. She understands tax laws, and her clients rely on her to apply them to their situation and to their advantage. Jessica provides a spectrum of tax-related services to financial institutions and other closely held businesses as well as individuals. She assists with IRS and Wisconsin Department of Revenue franchise tax and sales and use tax audits. Jessica’s expertise includes consolidated and multistate tax returns and high-net-worth individuals.

Certifications

  • Certified Public Accountant

Professional memberships and activities

  • American Institute of Certified Public Accountants (AICPA) – Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) – Member
  • Madison Public Library Foundation – Former president
  • Foundation for Madison’s Public Schools – Former treasurer
  • Graduate of Leadership of Greater Madison
  • LPGA Amateur Madison Chapter – Past president

Services

CPA Tax Services

Areas of Focus

  • Financial institutions
  • Closely held businesses
  • Individuals
  • C corporations, S corporations, and partnerships

Education

University of Wisconsin-Madison
  • Bachelor of business administration degree in accounting
  • Master of accountancy degree with tax concentration