Jackie specializes in providing innovative tax strategies and coaching programs to executive clientele for a high return on investment. She leads her own team of top-tier talent 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) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Read more about Jackie on her LinkedIn Profile. Jackie is a proud proponent for lifelong learning and Doctorate in Strategic Leadership from Regent University candidate. She runs a CPA firm, coaching company, and TaxPlanIQ.com strategy application.