Jacobson Tax
Napa Valley vineyards and hills at sunrise

Tax planning and preparation
for business owners, families,
and retirees.

A boutique tax practice built on a simple idea: your goals come first, and the tax strategy follows. We advise, we prepare, and we stay with you year after year.

Schedule a Conversation →

01

Tax Plans

An assessment of your situation, strategies to serve your goals, and an implementation plan.

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02

Tax Projects

Focused work on a specific question: a notice from the IRS or Franchise Tax Board, a transaction, or a change in your business.

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03

Tax Preparation

Individual, business, trust, and estate returns, prepared and signed by a licensed professional and coordinated end to end by our team.

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Remy and Rich Jacobson walking together in downtown Napa

Who we are

A family firm that understands yours.

As a family-owned and operated firm, we believe your goals should shape your tax strategy, not the other way around. We start with what you want for your life, your family, and your business, then build the tax work to support it.

Meet the team →
Two chairs facing each other across a round walnut table by a window, a closed olive folder and fountain pen at the center

How we work

It starts with a conversation.

  1. 1.A complimentary conversation: We review your situation and tell you honestly whether and how we can help.
  2. 2.The right engagement for you: For some clients that's a written tax plan. For others it's a specific project, or simply a return prepared with care.
  3. 3.The return, and the years after: We prepare the return with your circumstances and goals in mind, and we're here as they change.
See our services →

Business owners

Business decisions are also personal ones.

For owners, business finances are personal. Entity structure, compensation, and succession; each of these carries consequences that reach the personal return. We plan for both, together.

Families and estates

Planning for multiple generations.

Multi-generational planning is as much about values as it is about finances, and the tax implications of those decisions compound across generations. Our team advises with your family's circumstances and goals in view.

Retirees and pre-retirees

Taxes don't retire when you do.

As income sources change, withdrawals and conversions affect taxable income, credits, and Medicare-related thresholds. We model those effects across several years so each return reflects the wider sequence, not one year in isolation.

Let’s start with a conversation.

No cost, no obligation. We’ll listen, ask a few questions, and tell you what we see.

Schedule a Conversation