Jacqueline Uhlmann

Jacqueline D. Uhlmann

Tax Accountant

  • 617-619-8217
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Jacqueline D. Uhlmann

Tax Accountant

  • 617-619-8217
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Practice Focus

Jacqueline D. Uhlmann is a member of the Tax Department at Hemenway & Barnes. She advises clients on all aspects of their tax planning needs with a focus on personal income tax, trust and estate taxes, private foundations and tax planning.

Jacqueline previously served in tax advisor roles at mid-sized and large public accounting firms in the Boston area and has a wide range of experience in personal and fiduciary income taxation.

Representative Clients

  • Jacqueline prepares clients’ personal tax returns as well as returns for their related trusts, estates and foundations in a family office environment.
  • She calculates quarterly estimates and is involved in all aspects of tax planning.

Accolades

Jacqueline holds her certificate as a Certified Public Accountant from the state of Massachusetts.

Community Involvement

  • Member, MSCPA Tax Committee
  • Member, MSCPA Women in Accounting Committee
  • Routine blood drive donor and actively participates in charitable 5K’s in the Boston area
  • Alumni member of the Bentley University Mentor Program

Jacqueline’s Comments on Tax

“Taxes are like a complex puzzle. Every puzzle has unique pieces that have to fit together in order to create a big picture. The final return is the big picture consisting of many different pieces put together by the laws and regulations provided by the tax authorities. Today, tax rules and regulations are changing at a fast pace. It is our responsibility as tax accountants to stay current and communicate such changes with our clients in a timely manner. At Hemenway and Barnes, we are committed to treating each client as a unique engagement and ensure all tax-sensitive planning needs are being met in a timely and considerate manner.”

Jacqueline Uhlmann
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