Jackie has built a robust professional foundation through extensive experience at national accounting firms. Her specialization lies in servicing high-net-worth individuals, and she brings a wealth of expertise to closely held businesses. Working closely with entrepreneurs and business owners, Jackie offers strategic financial guidance, ensuring the success and sustainability of their ventures. Her professional journey also includes a nuanced understanding of the complexities inherent in private equity, where she excels in navigating investment structures and optimizing tax efficiencies. Jackie consistently applies her comprehensive skill set to deliver tailored and strategic financial solutions in every engagement.

A graduate of Widener University, Jackie holds a Bachelor of Science in Business Administration (BSBA) with a major in Accounting.

Proficiency in multistate taxation has been a cornerstone of Jackie’s career. Successfully navigating the intricate landscape of state tax regulations, she has consistently delivered value to clients facing multijurisdictional challenges.

Jackie received the PICPA Young Leaders Award, a recognition of her commitment and contributions to the accounting profession.

Jackie finds joy in hiking, exploring and being in nature with her dog. After adopting him from a local animal shelter, Jackie’s passion for animals has led her to volunteer there, where she dedicates her time to caring for and supporting the well-being of animals in need. Similarly, Jackie contributes to the local arboretum, combining her love for nature with a commitment to environmental conservation.

Key Areas of Expertise:

• Business, Individual and Trust Tax Compliance
• Tax Planning
• Multi-state Taxation

Memberships and Community Involvement:

• American Institute of Certified Public Accountants (AICPA), Member
• Pennsylvania Institute of Certified Public Accountants (PICPA), Member