About

 

 

Jackie Bell, CPA

Jacquelyn M. Bell (Jackie) is a licensed Certified Public Accountant (CPA) in New York State in good standing.

 

Jackie received her MBA from the William E. Simon Graduate School of Business Administration and spent many years building expertise in both the accounting and financial fields. She has both corporate and public accounting experience and has acquired the critical skills and experience needed to expertly take care of your personal funds management needs.

Jacquelyn M. Bell CPA, PLLC provides professional, confidential personal funds management services tailored to the individual. Services offered include:

 

  • Personal funds management, customized to your needs

  • Fiduciary services, including Power of Attorney (POA), Guardianship (both property and personal), Trustee, Executor

  • Individual tax return document organization, including the legwork to deliver and pick up your returns from your tax accountant

  • Notary

All of my services are performed in a highly professional manner. Your confidentiality is assured and my clients receive exceptional service.

 

The initial consultation is always free. I look forward to serving you!

Jackie Bell is a member of the following organizations:

 

  • American Institute of Certified Public Accountants

  • New York State Society of CPAs, Rochester Chapter

  • Estate Planning Council of Rochester

  • Greater Rochester Area Partnership for the Elderly (G.R.A.P.E)