Tax planning and return preparation services
- Individual tax minimization strategies
- Multi-state returns
- Real estate transactions
- Tax credit utilization
- Stock option compensation
- IRS audits
Estate and gift planning
- Maximize gifting strategies to decrease income tax liabilities
Areas of Practice
At Lawrence Jacobsen CPA, we will educate you to understand the “big picture” of your financial situation and empower you to make the right decisions to achieve your financial goals. We take the time to get to know you and understand your unique situation. We utilize over forty years of tax law expertise to create a customized solution to fulfill your tax needs. As your tax situation evolves over time – with marriage, job changes, property sales etc. – we are available year-round to provide advice to make the right decisions at each stage of your life. We look forward to assisting you with expert tax advice tailored to meet your individual needs and circumstances.
Lawrence Jacobsen holds an MBA in Accounting from University of California Berkeley and an MBA in Taxation from Golden Gate University San Francisco, one of the top two tax universities in the country. Lawrence graduated with a B.S. in Business Administration from UC Berkeley. Lawrence has been a California CPA since 1979. After working for a top CPA firm for several years, Lawrence decided to establish his own practice to provide a quality personalized service to his clients.
Lawrence is a third generation San Franciscan, who grew up in Noe Valley and went to Lowell High school. A resident of Marin for over twenty-five years, he enjoys spending family time with his wife and two daughters, mountain biking on Mt. Tam, playing fantasy football, and rooting for the San Francisco Giants.