Jackie Schaefer

Tax Preparer

Jackie brings the rigor of bookkeeping to every return she prepares. She’s managed day-to-day books, reconciled accounts, and kept clean documentation—habits that directly support accurate, audit-ready tax work. With hands-on experience filing returns, Jackie guides clients through organized intakes, verifies deductions and credits, and sources every figure before submission. She communicates in plain English, sets expectations clearly, and meets deadlines with a steady, professional demeanor. The result: filings that are right the first time and planning conversations that help clients keep more of what they earn.