Jacob J.c Berdal

Tax Preparer at United Way

Jacob J.C Berdal is an accomplished accounting and finance professional currently serving as an Accounting Intern at The Innovative CPA Group, LLC since March 2024. Jacob is also a Tax Preparer for United Way, providing volunteer tax preparation services for individuals and families with household incomes under $65,000 since January 2023. Previously, Jacob worked as a Financial Representative at Northwestern Mutual from May 2023 to May 2024, where education and the importance of a comprehensive financial plan were emphasized. Additionally, Jacob gained experience with Voyager Digital from April 2022 to October 2023. Jacob holds a Master of Science in Accounting (MSA) with a focus on Accounting and Finance from Albertus Magnus College, expected to graduate in May 2025, and a prior degree in Finance and Accounting from the same institution, completed in 2024.

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