Woolston Consulting

Who we are

Woolston Consulting Group, LLC is a leading accounting and consulting firm based in Red Bank, New Jersey. We provide personalized financial guidance and services to individuals and businesses throughout the tri-state area and beyond. Our dedicated team of professionals has extensive experience in tax management, accounting, business planning, and estate and trust planning.

Our Mission

Our mission is to empower our clients to achieve financial success and security through:

• Superior quality: We deliver meticulous attention to detail and personalized solutions tailored to each client's unique needs.
• Proactive approach: We take a forward-thinking approach to identify potential risks and opportunities for growth.
• Client-centered philosophy: We prioritize open communication and collaborative engagement to ensure client satisfaction.

Tax Services

• Individual tax planning and compliance
• Business tax planning and compliance
• Tax compliance consultations
• IRS representation

Accounting Services

• Bookkeeping and financial statement preparation
• Accounting system setup and management
• Business valuations
• Forensic accounting services

Business Consulting

• Strategic planning and growth analysis
• Business valuation and succession planning
• Employee benefit plan consulting
• Risk management assessments

Additional Services

• Estate and trust planning
• Investment management
• Financial planning for high net-worth individuals

Community Involvement

Our team is passionate about serving our community. We actively participate in various organizations, including:

• FulFill - Addressing hunger in Monmouth & Ocean Counties
• Count Basie Theatre - Supporting the arts and cultural experiences
• Volunteer Income Tax Assistance (VITA) Program - Providing free tax preparation services for low-income individuals

Join us on our journey to financial success!

We welcome the opportunity to discuss your financial goals and provide you with personalized guidance and support. Contact us today to schedule a consultation and discover how Woolston Consulting Group, LLC can empower you to achieve financial success.