About Richard Jackson

With over 30 years of accounting and financial leadership experience, Richard Jackson is the Founder & Managing Partner of Jackson Accounting. Known for his straightforward communication, deep industry knowledge, and commitment to client success, Richard has helped hundreds of businesses and individuals gain clarity and confidence in their financial operations. Since launching the firm in 1994, he has built a reputation for delivering results with integrity, precision, and a forward-thinking approach to accounting.

Richard specializes in small business tax strategy, financial structuring, and long-term planning solutions. He is particularly adept at helping businesses navigate complex financial situations, optimize their operations, and plan for sustainable growth. Clients value his ability to combine big-picture insight with meticulous attention to detail, offering advice that is both actionable and aligned with their long-term goals.

Education & Credentials

• Certified Public Accountant (CPA)

• MBA, Finance, University of Michigan, 1992

• Bachelor of Science in Accounting, Indiana University, 1989

• Licensed in the State of Illinois

Career Highlights & Client Impact

• Founder of Jackson Accounting (1994) — Built the firm with a mission to provide transparent, reliable financial support to individuals and small businesses.

• Growth Planning for Regional Firms — Advised clients through strategic restructuring, leading to increased profitability and long-term tax savings.

• Multi-State Compliance Expertise — Assisted business owners with expanding operations across state lines while maintaining full financial and tax compliance.

Awards & Recognitions

• Lifetime Achievement in Finance, Midwest Business Leaders Council (2019)

• Excellence in Tax Strategy, Illinois CPA Society (2016)

• Featured Expert, Midwest Business Magazine

Professional Memberships & Leadership

• Illinois CPA Society (ICPAS) — Member & Past Chair of the Small Business Committee

• National Federation of Independent Business (NFIB) — Financial Policy Advisor

• American Institute of Certified Public Accountants (AICPA)

Leadership Philosophy

Richard believes that clarity is the foundation of good financial decisions. He approaches every client relationship with a goal of building trust through education, responsiveness, and proactive strategy. His philosophy centers on helping clients not just react to challenges, but prepare for opportunities, with accounting services that are grounded in strategy and tailored to each client’s unique situation.