About
We advise on the decisions that reach beyond a single tax season, and we see each year's return through to completion.
Our approach
Jacobson Tax was built around the idea that taxes should not be a purely retrospective activity. Too often, a return is prepared accurately and on time, but by the time it arrives, the decisions that shaped it have already been made.
Both Rich and Remy come from a financial planning background, and they bring that forward-looking perspective to tax work: understanding where a client is headed, and advising on the decisions ahead while there is still time to shape them.
The team
Co-Founder & Tax Advisor
Remy earned his degree from UC Berkeley and has spent his career helping families and business owners think through decisions with long-term consequences. Outside the office, he spends his time reading, surfing, and playing guitar.
Co-Founder & Tax Advisor
Rich earned his undergraduate degree from McGill, MBA from University of Washington, and has advised families and business owners on their financial planning matters for more than 20 years. When he's not working, he spends his time on home projects, reading, and exercising.
Client Services
Lisa runs the front office and is the first voice most clients hear. She keeps engagements moving: scheduling, document intake, questions between meetings, and the details that make the process feel easy. She is also a notary. Outside the office, she enjoys spending time with her family, watching football, and hosting a book club.