Teams at Jacobson Lawrence & Co

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.

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.