Jackie Thomson, EA, CFP® is an experienced and skilled Principal for Fermata Tax. She works with individual tax issues as well as those pertaining to small businesses, trusts and estates.
Jackie 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. Jackie was named Enrolled Agent of the Year by CSEA in 2010 and was presented with the President’s Award by NAEA in 2011. She has also held positions with the Financial Women’s Association, Financial Planning Association, and the Marin County Estate Planning Council.
