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Jodi Malmgren

EA

Jodi Malmgren

Jodi’s background in the legal industry is what originally piqued her interest in tax controversy. A former Paralegal, her vast experience for helping clients navigate extremely stressful situations became something she enjoyed. Her ability to ease their worries and guide them through a difficult process comes naturally to her. Not only does she help her clients by creating efficient systems and processes to navigate the difficulties, but those same skills also extend internally as she utilizes her Lean Six Sigma certification to create efficiencies throughout the firm.

When she originally joined the Froehling Anderson team in 2005, Jodi was assisting with the scheduling of staff in the areas of audits, reviews, compilations, and tax returns. Her passions were and continue to be to see that everyone at the firm is in a position that aligns with their skills and strengths. As Froehling has grown, her position has too. She comes alongside the young professionals who are transitioning from college to a professional work environment. Her desire is to see them acclimate to this profession with comfortability and ease, all the while providing them the resources they need to be successful.

When she’s recharging away from the office, Jodi loves vacationing in Puerto Rico, and spending time at the cabin with her grandchildren and one very spoiled dog.

Education

Enrolled Agent License with IRS
Lean Six Sigma Certification

Specialty Areas

Lean Processes
Career Growth
Tax Compliance
Tax Controversy Representation

Industries

High-Net-Worth
Professional Athletes

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