Teams at Jacobson Lawrence & Co

Prepare and review federal and California tax returns for individuals, corporations, partnerships, and trusts. Handle extensions, estimates, projections, complex California and multistate tax research, planning, audits, and client correspondence. Review junior staff work, provide mentorship, maintain compliance documentation, monitor tax law changes, and use tax preparation and research software in a deadline-driven public accounting environment.

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.