Jacqueline Taxdal, CPA


Senior Tax Manager

Jacqueline Taxdal has fourteen years of public accounting experience. She started preparing and reviewing tax returns as a volunteer with AARP Tax-Aide while a student at the University of South Florida Sarasota-Manatee and developed a passion for working with senior citizens. In addition to being a Certified Public Accountant, Jackie is a Certified Senior Advisor and a member of the AICPA and FICPA. Her areas of expertise include individuals, trusts, estate and gift taxes, non-profit organizations, partnerships, corporations, and IRS audits and representation. She breaks down the unique tax and financial situation of her clients into easy-to-understand pieces, providing them the knowledge to make their best decisions. She believes her most important responsibility is being the client’s trusted advisor and counts their success as her greatest achievement.

Areas of expertise:

  • Individual & Trust Taxes

  • Estate & Gift Taxes

  • Partnerships

  • Corporations

  • IRS Audits & Representation

Community Involvement:

  • Jewish Family and Children Services of the Suncoast - Board member, Audit Committee Chair, Finance Committee Member, and Investment Committee Member

  • Children’s Healthy Pantry - Former Board Member, Treasurer, and Finance Committee Chair

  • Leadership Manatee - 2018 Graduate

Education:

  • University of South Florida Sarasota-Manatee, Bachelor of Science in Accounting

  • University of South Florida, Bachelor of Arts in Mathematics

Professional Associations:

  • Certified Public Accountant (State of Florida)

  • Certified Senior Advisor

  • AICPA

  • FICPA