Jackie Williams, CPA, is the founder and co-owner of Pennywise Tax Strategies in Erie, Pennsylvania. As an accountant for nearly 20 years and married into an entrepreneurial family for over 15 years, she chose to build her company to help small businesses keep more of their hard-earned profit through the mindful application of tax strategies.
In addition to being a CPA, Williams is a Certified Tax Coach with a background in Big 4 auditing and accounting policy at a Fortune 500 firm. During the pandemic, she built systems that help small businesses obtain and keep funds available through the Payroll Protection Program and Employee Retention Tax Credit with the Rust Belt Business Law firm. Pennywise Tax Strategies works to proactively strategize and document tax positions for small businesses that are consistent with the tax code.
When she is not geeking out about saving tax dollars, Williams serves on the finance committee of the nonprofit Emma’s Footprints, enjoys running and Barre workouts, putting together a great outfit, singing karaoke, and driving her convertible (with a 6-speed). She is a self-proclaimed self-development junkie and enjoys traveling and spending time with her husband and business partner (our other guest) attorney Adam Williams and their children, Royce and Penny, and their Weimaraner, Camber.
Your business tax story isn’t a yearly event. Learn to manage your taxes proactively, every day. Understanding tax strategies let you keep more of your money.
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