Dr. Jackie specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and completed her Doctorate in Strategic Leadership from Regent University
Her passion is Coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off.
