Jody Baxter Watson, CPA
Tax Manager
jwatson@rina.com 

Jody recently joined the RINA team as a Tax Manager in the Walnut Creek office. With over 25 years of experience in public accounting and private industry Jody has expertise in the areas of auditing, business advisory services, tax planning and management of financial operations. She particularly enjoys working with seniors in assisting them in all areas of finance and tax compliance.

Experience
Jody has extensive experience providing tax consulting and compliance services to high net worth individuals, and closely-held businesses and their owners in diverse industries. Areas of focus include tax planning for individuals and closely-held businesses as well as trusts and estates. Jody also has extensive experience in providing auditing and attest services for a wide-range of business clients.

Jody is actively involved in Community Outreach, a Walnut Creek charitable organization, is an avid golfer, and enjoys hiking, biking and tennis.

Industry Specialties
Real Estate Developers and Property Managers
Professional Services
Wholesale and Retail Distributors and Manufacturers
Investment Advisors
Food Services
Broker-dealers

Service Specialties
High Net Worth Individuals
Estate and Trust Planning
Corporation & Partnership Tax
Estate and Trust Tax

Education/Credentials
San Diego State University, San Diego, CA, Bachelor of Science Degree in Business Administration with a concentration in Accounting, 1981
CPA License

Professional/Business Organizations
California Society of Certified Public Accountants
American Institute of Certified Public Accountants

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