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Jacqueline Maltry

schedule a free consultation

Jacqueline your new CPA and we are here to build your firm in tax strategies.

credentials

contact

+1(727) 585-3359
jmaltry@tampabay.rr.com

Shadow Pines

Largo FL 33773

bio

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My firm has been in Largo for 22 year, it has several areas of expertise due to my two degrees and two certifications. I work with every aspect of the tax for a small business from cost effectiveness, tax strategy and wealth management to Litigation and Forensic support and Security Analysis of the Firm.

q & a

What characteristics do your favorite clients share?

Sales and high tech are the common denominator. They are very focused and business driven and hopefully enthusiastic about the appointment.

Why should a client hire you?

My years of experience and quality service and constant education in my own field make me the top candidate.

Describe a time where you went beyond expectations when working with a client.

My Client was working overseas and I coordinated all the work with his mother in Tennessee and she really struggled with the tax concepts but sent extra and said "Jacqueline you always go the Extra Mile".

What single project or task would you consider your most significant accomplishment in your career to date?

The three years I taught Graduate Accounting at Schiller, I interfaced with the younger generation, created a Global Entrepreneur Project that would fit any Corporate Business Plan, Renew my own MBA and Taught all ESL students. This was 2008-2010.

education

USF Tampa and FIT MBA

Master of CPA and CFE

1990

experience

Ford, Pfizer and Cherry Baekert LLP

Administrative Manager, Cost Accounting Manager, CPA
Tampa, St. Petersburg, FL

01/1993 - present

associations

ACFE, AICPA

Member since 2003

exams

CPA,

1983

CFE

2004

Honors & Awards

Beta Alpha Psi Scholarship

1977

Publications

Ponzi Scheme and TAX Deductions

read article...

2007

business info

Jacqueline R Maltry CPA LLcA

We specialize in Real Estate and Wealth Management.

Established 1993

My clients have high corporate income, real estate and are very IT Savvy they need an entire corporate analysis and tax strategies that I customize to fit their personal profile after we meet to discuss the Business Plan.

hours of operation

Sunday closed
Monday 9_:__ _M - 5_:__ _M
Tuesday 9_:__ _M - 5_:__ _M
Wednesday 0_:__ _M - 5_:__ _M
Thursday 9_:__ _M - 5_:__ _M
Friday 9_:__ _M - 12:__ _M
Saturday 9_:__ _M - 12:__ _M

travel

I travel to my clients
My clients travel to me

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Financial Services

Real estate investments
Tax & estate planning
Retirement planning

fee structure

Hourly fees

Typical Client Assets

$100K to 500K


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