Who We Serve

Yasuko “Jackie” Matsumura supports clients who expect high-quality tax preparation services without the overhead of a large firm. Jackie also provides senior-level tax expertise to partnerships, real estate groups, Family Offices, private equity firms, and CPA firms seeking a long-term advisor, project-based support, or specialized technical resources to supplement their team.

Explore Our Services

Tax Return Preparation & Planning

Project Based Consulting/Outsourced Tax Services

Clients rely on Jackie for timely, accurate, and cost-effective tax preparation.  Her process and proactive communication ensure tax returns are completed ahead of deadlines, minimizing last-minute filings.  Regular check-in meetings/calls help identify tax-saving opportunities throughout the year.  

CPA firms and in-house tax departments turn to Jackie when they need additional resources, specialized partnership expertise, or support onboarding large or complex clients.  She integrates seamlessly into existing teams and delivers high-quality work with minimal ramp-up time. 

Expertise

Partnership & LLC Taxation

  • Real estate, multi-tier, and closely held business structures
  • Complex partner allocations (Waterfall and Targeted Allocations)
  • Hypothetical liquidation analyses and partner-level modeling
 

Technical Tax Project Examples

  • IRC §754 and §743(b) step‑up calculations for multi‑tier structures
  • Qualified Opportunity Zone planning and compliance
  • Tax analysis for real property acquisitions and dispositions
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Engagement Oversight & Support

  • Management of large, multi‑entity engagements (100+ entities)
  • Workflow design, onboarding, training/mentoring and coordination with cross‑functional teams
 

About Jackie

After spending over 30 years in public accounting - including 15 years as a tax partner for a Top 50 accounting firm - Jackie now operates her own tax practice focusing on real estate and partnership taxation.  She is known for her proactive approach and ability to explain complex tax concepts in clear, practical terms. 

Jackie holds active CPA licenses in Arizona and California and is fluent in Japanese.  She lives in Scottsdale with her husband and two golden retrievers.