Your numbers are Jackie’s passion. With over eighteen years of public accounting experience, Jackie is dedicated to helping clients navigate complex tax and financial matters with clarity and confidence.
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Jackie is a Certified Public Accountant (CPA) and Certified Senior Advisor (CSA) as well as a member of the AICPA and FICPA. She specializes in individual taxes and planning, estate, trust and gift taxes, business taxes and planning, nonprofit organizations, and IRS audits and representation.
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Known for her approachable style, Jackie breaks down complex financial information into clear, practical guidance, empowering her clients to make informed decisions. She believes her most important role is serving as a trusted advisor, and measures her success by the success of her clients.
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Jackie lives by the philosophy “you learn, you earn, then you return.” To her, it means gaining knowledge and experience, earning professional credentials through dedication, and then returning that expertise to serve and support the community. She believes true success comes from using what you’ve learned to help others succeed.
​As a Bradenton native, she is deeply committed to giving back. Her community involvement includes:
Jewish Family and Children Services of the Suncoast (JFCS) – Finance, investment, audit, and advocacy committee member; past board member
Children’s Healthy Pantry – Past board member and treasurer
AARP Tax-Aide – Past volunteer
Leadership Manatee – Class of 2018
Manatee Chamber Big Bank Theory – Community volunteer
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