Specialties: Tax Planning - Taxation - Consulting - Business Mgmt
Jacob Lincoln Principal - Lincoln Tax and Wealth Planning
Lincoln Tax and Wealth is a forward-thinking, progressive CPA firm specializing in tax consulting and advisory services for entrepreneurial businesses, individuals, estates and trusts, and real estate ventures. www.lincolntaxandwealth.com
(858)848-1040
4660 La Jolla Village Drive San Diego, CA 92122-4615 -
MAP
Our firm specializes in helping businesses and individuals with tax planning and strategy, tax preparation and compliance, business consulting services, and personal financial consulting services.
• Individuals (self-employed, business owners, high-net worth) • Corporations (Both “C” and “S” Corporations) • Partnerships & Limited Liability Companies • Estates and Trusts • Choice of Entity and Formation • Liquidations & Restructuring • Year-End Tax Planning • Estate & Gift Planning • Like-Kind Exchanges • Analysis of Tax Credits and Deductions • Capital Gain Planning • Other Tax Deferral and Minimization Techniques • Portable CFO/Controllership Services • General Management Interim Services • Risk Management Services • Financial Consulting Services
Professional Services, Entrepreneurial Businesses, and Individuals
We specialize in serving hospitality and restaurants, high-tech and biotechnology, real estate, manufacturing and distribution, professional services, self-employed taxpayers and individual taxation.
