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About

Jackie Totilo

CPA, Founder

Hello!  My name is Jackie Totilo, a CPA based in Monmouth County, New Jersey, where my husband and I built our life and raised our three daughters.  My career began in public accounting, where I developed a strong foundation in financial reporting and compliance.  I later worked at a national wealth management firm, where I focused on ensuring internal processes and controls were operating effectively; an experience that deepened my understanding of how sound financial systems support long-term success.

 

During the years I spent raising my family, my entrepreneurial spirit truly came alive.  I launched a nonprofit, began preparing taxes for friends and neighbors, and discovered a true passion for helping people feel more confident and in control of their finances.

After returning to the workforce and preparing taxes for a local CPA firm, I realized my greatest strength:  connecting with individuals and guiding them through not just their tax situation, but their financial journey as a whole.  

At Totilo CPA LLC, I blend technical expertise with empathy to deliver tax preparation and bookkeeping services that are accurate, approachable, and tailored to each client's needs.   My goal is simple - to help you feel confident, informed and supported every step of the way.

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732-639-1763

PO Box 54

Lincroft, NJ  07738

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