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Jaqueline Tum

Jaqueline@TheTaxmanTeam.com

HOMETOWN

EDUCATION

YEARS EXPERIENCE

San Diego, CA

Trade School

5

“People won’t remember what you said and hey won’t remember what you did, but they will always remember how you made them feel.” – Maya Angelou

Jaqueline Tum is a San Diego native. After a successful career in Beauty, followed by several years in Real Estate, she followed her boyfriend at the time into a high volume tax office. In her first year, without training, she helped file over 1,800 tax returns with a skeleton crew of 5 staff members.

In a high pace environment, her patience and kindness with clients took the office’s customer service to another level.

Now, going into her 6th year, Jaqueline has overhauled processes at the office to make it easier for client’s to upload documents, sign and pay via e-mail using docusign, and retrieve file out of season without having to contact the office. Customer retention rate have increased to over 90% due to customer satisfaction.

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