Jacob Colson, EA
Jacob believes tax planning shouldn’t be a once-a-year event but an ongoing, year-round conversation. Jacob works closely with clients, their wealth advisors and their estate planning attorneys to advise on complex tax matters, helping clients preserve wealth, minimize tax liabilities and stay ahead of constantly evolving tax laws. Jacob develops strategic, customized plans designed to align with each client’s unique goals and needs.
Prior to joining LTax, Jacob worked at Mariner Wealth Advisors, a leading RIA, and HCVT, a California-based public accounting firm. At those firms, Jacob provided consulting and compliance services to high- and ultra-high-net-worth individuals and developed a specialization in addressing the tax complexities associated with equity-based compensation.
EDUCATION
- California Lutheran University – Bachelor of Science in Accounting
- California Lutheran University – Candidate for Master of Science in Financial Planning (in progress)
CERTIFICATIONS
- Enrolled Agent – Internal Revenue Service
ASSOCIATIONS
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Member – National Association of Enrolled Agents (NAEA)
ASK ME ABOUT
- My wife and our two dogs
- Building a garage gym
- Lawn care and reel mowing (I love my Rolux S17!)
Our Blog
Thought leadership from the consultants at LTax.
News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals.