Who We Are
Jacqueline Waldon, CPA
Direct Dial: (401) 330-2750
Areas of Expertise
Distribution, Educational Institutions, Manufacturing, Professional Service Firms, Accounting & Auditing, Tax
General Experience Highlights
As a manager in the firm’s Tax Department and Administrator for the Rhode Island office, Jackie has over 18 years of experience in public accounting, following 16 years serving as assistant controller and controller in various companies. She handles tax matters for corporations, partnerships and individuals in a variety of industries, including manufacturing, distribution, education and professional services. In this capacity, Jackie counsels her clients on a wide array of financial issues, providing year-round advice, including tax planning.
Jackie is also responsible for overseeing the preparation of reviewed and audited financial statements. Her knowledge of both audit and tax enable her to be an invaluable resource to her clients.
- Johnson & Wales University — Bachelor of Science in Accounting
Professional Organizations and Activities
- American Society of Certified Public Accountants (AICPA)
- Rhode Island Society of Certified Public Accountants (RISCPA)
- St. Jude’s Church
- Chair, Finance Committee
- Alzheimer’s Association
- Executive Board