Jacob Colson, CPA

Jacob believes tax planning shouldn’t be a once-a-year event but an ongoing, year-round conversation. Jacob works closelywith clients, their wealth advisors and their estate planning attorneys to advise on complex tax matters, helping clients preserve wealth, minimize taxliabilities 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.