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We understand that every business and family has unique accounting needs. Please use the form to share more about your specific needs and concerns. We’ll be happy to schedule a time to connect with one of our tax professionals to determine if we’re the right fit to work together.
Bottom Line Tax Solutions
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Meet Our Team
Jacqueline Sheldon, EA CRT
Jacqueline is the CEO of Bottom Line Tax Solutions and an Enrolled Agent with over 30 years of experience. She specializes in helping small business owners maximize their earnings through proactive tax planning. With certifications in tax planning and tax resolution, Jacqueline is committed to delivering expert guidance and solutions.
Andrew McMillian
Andrew is our dedicated bookkeeping and payroll clerk, bringing over 10 years of experience to the role. He assists clients by efficiently processing payroll for their employees and ensuring their financial records are accurate and up-to-date.
Chris Compton, CPA
Chris, a CPA with over 30 years of experience in accounting and tax preparation for small business owners, is an integral member of our accounting and tax team.
Rachel Weed
Rachel Hanak recently joined the accounting field with a strong academic foundation and a passion for helping clients make sense of their financial picture. She holds a Bachelor's of Science in Business Administration with a concentration in accounting, where she developed a solid understanding of financial reporting, tax fundamentals, and business operations.
As she begins her professional journey, Rachel brings a detail-oriented mindset, strong analytical skills, and a commitment to continuous learning. She is especially interested in tax planning, small business accounting, and the ways financial data can support better decision making.
Rachel is excited to grow in her role and contribute to the firm’s reputation for reliability, integrity, and client-focused service.
Meredith Malta
Meredith serves as our year-round Administrative Assistant, ensuring the smooth operation of our office. She supports clients with exceptional service and assists our tax staff with document preparation.
Joy Manino
Joy serves as our Administrative Assistant during tax season. She plays a vital role by scheduling tax appointments, organizing tax documents for processing, and managing client drop-offs .
