Stacey Burch

AREAS OF EXPERTISE

Stacey Burch is the Tax Supervisor at Woolston Consulting Group, LLC.

Stacey has almost 33 years of experience in the tax field and specializes in tax preparation, non-profit organizations, individual clients, Social Security and Retirement planning, and small businesses. She has vast experience in Revocable and Irrevocable trusts and assisting with probate and guardianship proceedings. She has done extensive preparation of Federal and State Trust and Estate income tax returns and effectively facilitates the entire process. She is well versed in the NJ Inheritance Tax laws and procedures and the preparation of the NJ Inheritance Tax Returns.

She works closely with various attorneys to minimize the Estate Tax Liabilities of clients, resolve disputes regarding inherited assets between beneficiaries, and advise the executors on the complex issues navigating probate and Estate Administration. She also prepares Formal and Informal Fiduciary Accountings for Estates and Trusts.

Stacey started out working for a small firm in 1989, with offices in Essex County and New York City, where she worked on a variety of clients.  In 1992, she moved to a medium-sized firm located in Monmouth County, NJ where she started her specialization in taxes working on various tax entities from consolidated corporate, partnership and individual tax returns as well as trust and estate tax returns. When Stacey joined Chuck Woolston’s firm in 2007, she limited her concentration to individual tax  returns and estates and trusts.

EDUCATION & MEMBERSHIPS

• Montclair State University - Bachelor of Science degree in Business with a concentration in Accounting Law and Taxation and a minor in Sociology
• National Social Security Advisor
• Non-profit Accountant