Jo Anna M. Fellon

Jo Anna M. Fellon

CPA, Principal

100 Eagle Rock Avenue
Suite 200
East Hanover, NJ 07936
p 973.929.3534
f  973-929-3501

Jo Anna Fellon is a principal at Friedman LLP with more than ten years of experience in public accounting. Her interactive approach and professional background allow her to provide clients with a full range of tax compliance services.



Expertise

Jo Anna's expertise includes:

  • Federal and multi-state tax return preparation and review services for closely-held and publicly traded companies
  • Tax planning services for businesses and high-net-worth individuals
  • Succession planning for family-owned enterprises
  • Consulting on ASC 740 and Fin 48 issues for domestic and multi-national companies
  • Assisting private equity funds and family offices with tax and investment matters

Jo Anna was named one of NJBIZ's top "Forty Under 40" and pioneered the firm's participation in the national Rainmaker Academy. She was nominated Master Rainmaker in 2016 by an audience of her peers, and continues to mentor the firm's future rainmakers. She has taught both internal and external technical tax seminars on a variety of subjects and contributes to several financial publications, including New Jersey CPA Magazine, Wall Street Journal, Forbes, Accounting Today and New Jersey Business Magazine.

Affiliations
  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants 
  • First Bank, Advisory Board Member
  • Pomfret School Alumni Association Executive Council, Co-Chair
  • BW Nice Morris, Past President
  • Park Avenue Club, Membership Committee Member
Awards
  • 2014 NJBIZ Top Forty Under 40
  • 2016 Master Rainmaker