Who We Are

  • VCard
  • Print

WHO WE ARE > LEADERSHIP >

Jacqueline Waldon, CPA

MANAGER

Email

jwaldon@blumshapiro.com

Phone

Direct Dial: (401) 330-2750
Fax: 401-331-4511

Areas of Expertise

Distribution, Educational Institutions, Manufacturing, Professional Service Firms, Accounting & Auditing, Tax

About

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.

Professional Education

  • 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
    • President
 

Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.