Lincoln Tax and Wealth Planning was founded by Jacob (Jake) Lincoln, CPA in 2010. Before launching Lincoln Tax and Wealth, Jake worked at two prominent San Diego CPA firms; most recently as the tax department manager of a Carlsbad based 30 person CPA practice. Jake has 10 years experience dedicated to taxation and 12 years in the public accounting profession.
Jake graduated with both his Bachelor of Science in Accountancy and Master of Accountancy from the University of Arizona. Jake is a California Certified Public Accountant, a member of the California Society of CPA's, involved with the Provisors professional network, and serves on the membership committee of the Corporate Finance Council of San Diego. Jake is also on the Board of Directors for the San Diego Renewable Energy Society and 6 Degrees Business Networking.
Lincoln Tax and Wealth takes pride by offering current and strategic tax, consultancy and wealth planning services with a personal touch and attention rarely found in public accounting.
