Jackie Thomson, EA, CFP®
Enrolled Agent
Jackie Thomson, EA, CFP® has a long history of providing tax advisory services in Marin County, having offices in Sausalito and Mill Valley during her solo practice years, and more recently in San Rafael where she was a founder and principal of Anspach Financial Group through the end of 2024.
In the mid-nineties she took a break from her tax practice and pursued a career in the financial services industry. Prior to resuming her tax career with the formation of Anspach Financial Group, she was employed by Fremont Investment Advisors in San Francisco, and managed a comprehensive financial education program for Bechtel Corporations 401(k) plan participants.
As an active member of the National Association of Enrolled Agents, Jackie has enjoyed taking on numerous leadership roles in the national, state and local Chapter levels. She is committed to continuous support of this professional organization that advocates for robust taxpayer services and for fair and reasonable tax legislation.