Teams at Jacobson Lawrence & Co

Oversee complex federal and multistate tax return preparation and review for individuals, corporations, partnerships, trusts, and high-net-worth clients. Lead tax planning, audits, notices, compliance initiatives, and client relationships, with emphasis on Washington B&O tax and nexus rules. Supervise and develop tax staff, ensure quality control, monitor regulatory changes, improve tax workflows, and collaborate on business development and practice growth.

Prepare and review federal, Washington, California, and multistate tax returns for individuals and varied entities. Lead extensions, estimated payments, projections, tax research, planning, audits, and client communications. Review staff workpapers, mentor junior employees, maintain compliance documentation, and monitor tax-law changes. The role requires collaboration with managers and partners 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.