Jackie Berg

CPA | Manager

"I’m thankful that my clients trust me with their financial information. It’s a true compliment!" - Jackie Berg

With over ten years of tax accounting experience, Jackie specializes in corporate and partnership tax returns. Her work includes return preparation as well as consulting on specific tax credits, deductions, business entity structure and other strategies to help her clients keep more money in their pockets. As a manager, she also trains staff as needed.

While Jackie works with clients in a variety of industries, her focus lies primarily with real estate companies and professionals. She enjoys helping them account for the complex transactions they undertake. Her interest was initially sparked by her husband’s work as a real estate investor (and her work as his bookkeeper), giving her an “other side of the table” perspective that helps in her client work at James Moore.

Specialties

No leadership positions

Education

Master of Accounting, University of Florida

Bachelor of Science in Accounting, University of Florida

Fun Facts

The oldest of four children herself, Jackie and her husband, Steve, now have four young children of their own.

She and her family love any excuse to go to the beach!