Jacqueline Casto is a seasoned tax advisor with more than 17 years of experience serving small to mid-market, closely held businesses and their owners. She specializes in passthrough entity taxation, partner and shareholder allocations, Section 754 adjustments, and transaction-related planning, with a practical approach focused on delivering tax-efficient outcomes at both the business and individual level.
Jacqueline enjoys integrating proactive tax planning into the compliance process, helping business owners make informed decisions as their companies grow, transition, or restructure. Jacqueline is known for blending deep technical knowledge with strong leadership, and she brings a collaborative, relationship-driven leadership style, with a strong track record of mentoring teams, developing training programs, streamlining processes, and providing clear, responsive client service tailored to the needs of both the business and the individual.