EAST BAY INSIGHTERS
Background: Jackie is a Certified Public Accountant with over 15 years of experience in public accounting. She started her career at Arthur Andersen’s Honolulu office where she provided tax consulting services to Japanese companies and individuals who invested in hotels and real estate across the Islands of Hawaii. Jackie currently serves clients in a variety of industries, primarily real estate and financial services, providing tax planning ideas involving partnership structuring/restructuring and financially distressed properties. She also helps owner managed businesses minimize their overall tax liabilities. Jackie enjoys supporting the growth of her clients’ businesses by structuring sound tax plans nd evaluating historical information and trends to lay a solid foundation for expansion. Jackie serves on the Firm’s Board of Directors, leads the Real Estate Industry Group, and manages the Walnut Creek Tax Practice Group
Jackie is also the Treasurer of the Asian Real Estate Association of America’s East Bay Chapter and she is a member of the Hawaii Chamber of Commerce of Northern California and East Bay CREW. Jackie earned her B.S. in Business Administration from Sophia University in Tokyo and she speaks fluent Japanese. Jackie enjoys playing golf and is a classically trained pianist.
Company: BPM is one of the largest Bay Area CPA firms with over 375 employees and 38 partners. In 2010, we converted to an Employee Stock-Ownership Plan (ESOP), making us one of the first accounting firms in the nation to adopt a benefits plan of this kind. Ownership in the company lets our employees share in the future prosperity of the firm. For clients, this means that our staff will continue to provide the highest quality service. Founded in 1986, our firm consists of five Bay Area offices (SF, SJ, WC, Palo Alto and Santa Rosa) strategically located around the Bay Area and an additional office in Hong Kong.
At BPM, your financial goals are our top priority. We have a strong commitment to the Financial Services industry and service over 50 financial services organizations, providing audit, review, tax planning, and tax compliance support. BPM’s professionals create comprehensive tax strategies for businesses of all sizes and kinds. Our results-driven approach is focused on minimizing tax impacts and risks while maximizing client tax savings.
BPM provides a full range of services, with our professionals in Assurance, Tax, Business Consulting, and Wealth Management. We continually seek to deliver creative, proactive financial and business solutions in a timely manner; create a work environment that foster employees’ growth; and build a cutting-edge firm that continues to evolve over time. BPM’s client base consists primarily of “middle market” owner managed businesses but also includes venture capital backed start-ups, publicly traded companies and high net worth individuals. We possess extensive experience in industries such as financial services, life science, real estate, and technology, nonprofit, retail, and wine.