Jolyn Sweet
Jolyn Sweet
Financial Analyst & Tax Specialist
- 19 years of tax planning and tax preparation experience
- Enrolled Agent (IRS)
- Estate and Trust Administration experience
- Sophisticated tax and estate planning
- Experience working in financial advisory firms and estate planning law office
More About Jolyn
Jolyn began her career as a financial advisor with The Ayco Company, LP, a Goldman Sachs Company, where she decided to focus on tax planning and preparation for high-net-worth clients. After Ayco, Jolyn worked at an estate planning law firm working with attorneys and clients on sophisticated tax planning and tax return filings. Most recently Jolyn was the Tax Director at Atlas Private Wealth Management, LLP.
Jolyn is an Enrolled Agent, authorized by the IRS with unlimited practice rights to represent taxpayers before the IRS. She grew up in Clinton, NY and graduated from Hamilton College with a Bachelor of Arts degree in Public Policy. Jolyn lives in Wilton, NY with her husband and three daughters.