Teams at Jacobson Lawrence & Co

Prepare federal and California tax returns for individuals, corporations, partnerships, and trusts. Assist with extensions, estimated payments, tax projections, research, audits, and client correspondence. Maintain accurate documentation, monitor tax law changes, and collaborate with CPAs and team members. Use CCH or BNA for research and Lacerte for tax preparation.

Prepare federal and California tax returns for individuals, corporations, partnerships, and trusts. Assist with extensions, estimated payments, projections, tax research, and IRS or California FTB audits. Maintain accurate client documentation, monitor tax law changes, and collaborate with CPAs and team members. Use CCH, BNA, Lacerte, and Microsoft Excel while developing expertise in California and multistate taxation.

Prepare and review federal, California, and multistate tax returns for individuals, corporations, partnerships, trusts, and high-net-worth clients. Lead extensions, estimated payments, projections, tax research, planning, and audit support. Mentor junior staff, review workpapers, communicate with clients, monitor tax law changes, and ensure accurate compliance using Lacerte and related research tools.