JACKIE THOMSON | ENROLLED AGENT | CERTIFIED FINANCIAL PLANNERĀ®

Jackie is both a founder and a Managing Member of Anspach Financial Group, LLC. She received her Enrolled Agent credential in 1988 and began to build her tax practice in Sausalito, later moving her offices to Mill Valley and San Rafael. She works with individual tax issues as well as those pertaining to small businesses, trusts and estates. Jackie is also a Certified Financial PlannerĀ® practitioner, and she offers fee only financial planning as a separate engagement from tax preparation and advisory services.

jackie@anspachfinancialgroup.com

PROFESSIONAL AFFILIATIONS and COMMUNITY INVOLVEMENT