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Jacobson Lawrence & Company

Jacobson Lawrence & Company

Reviews Summary

The overwhelming majority of reviews are extremely positive, with most customers awarding 5-star ratings. Clients consistently praise the friendly, knowledgeable staff and efficient service, highlighting quick turnaround times and helpful explanations of tax processes. Many mention receiving better returns than when filing themselves. Several reviewers were referred by friends and plan to return. The only negative review cites a major error leading to an audit, but this appears isolated among numerous glowing testimonials. Customers particularly appreciate the professionalism, honesty, and extra effort from the team, with many longtime clients emphasizing their trust built over years or decades of service.

About This Listing

Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Non-profits
Real Estate
Healthcare
Construction
Technology
QuickBooks
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Non-profits
Real Estate
Healthcare
Construction
Technology
QuickBooks
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation

Contact Information

Address

2175 Foothill Blvd suite b

La Verne, California 91750

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

We have been a client for over 40 years and they are a vital support for our business not only as tax preparers and CPAs, but as associates who help with the challenges of running a small business. Their team has been a great asset to us and we highly appreciate them. John, Nalin, Yolanda and everybody are truly awesome! Thank you for all you do. Fred Reher Inland Empire Security System Upland, California

John Park has done the taxes for my husband and I for several years and he has been helpful to me since my husband's recent passing. His help has been greatly appreciated.

I have used this tax service recently and I have no regrets on going to them for my tax needs. They filed all my paper work in a timely manner. They also were not too expensive when I went to them. Their staff is nice and friendly. They are a great well managed business. I absolutely recommend them for your needs!

I've used turbo tax and H&R Block in the past but I never knew how much money I was leaving on the table until I sat down with John. We ended up amending prior returns and I got thousands back that I never knew existed. The team at BMA went above and beyond my expectations, I couldn't be more thankful!

Best place to have my taxes prepared. Never had a problem at all. Been coming here for years. Thank you for such excellent work.

First heard about this place from a friend. I was tired of the same turbo tax refund, so I decided to give them a try n I was not disappointed. Fast friendly service what more can u ask for. Definitely will be coming back and bringing friends!

Doing taxes on my own may be quicker but going here helped me save more money! I loved the service, the friendly staff and will definitely be coming back. 5 stars for sure!

I usually do my taxes on my own and it's most of the time a complete headache clicking and imputing all the info required. So I decided this year was the end of doing my taxes myself and I would look for some one to file my taxes for me. I was referred to this company be a friend they had great service when they went. I have say from my experience it was as simple as can be took no time at all to file and I was on my way. They even got me more than I usually would get if I was to file myself. I will defini

I filed my 2017 tax with park and associates. I first heard about this company through a friend. Reason for the recommendation was Park and Associates are hands on with customer service, knowledgeable, and professional. After I walked in the office everything my friend said was true. One of the accountants was nice enough to explain some of the deduction and gave me advice for my future filling.I will definitely go back and recommended to anyone who are in need of these service.

I've filed my personal and business tax with Park and Associates, and they have done a tremendous job. Since this was my first time filling for my business John has been very proactive with my accountant and explaining all the process.Very quick and efficient CPA, I would recommend to anyone. It's hard to find a honest and friendly CPA who is willing to go an extra mile to fulfill customer service.

Got everything I needed done In a timely manner!! And the employees are very helpful they ask all the questions that need to be asked and answer any questions you have to ask!! Loved my experience with this place!! 5 stars for sure????

I walked in and got seen within minutes. will do your taxes honestly, doesn't charge much, and a fast return. Very satisfied very knowledgeable of tax information too. Will be returning next year thanks !!!

Previous owners retired and my recent experience working with the new owner is terrible. My husband's return was audited because of a major mistake they made. They are charging me high fee for fixing the return and we ended up paying the interest. Terrible!

If you need your taxes done, look no further. Highly recommend, they were quick, honest and so helpful! Seriously great job.

I would definitely recommend Business Management Associates for getting your taxes done! They were recommended to me by a coworker and they were quick, honest and so helpful! Seriously great job!

We needed help with the our Business taxes, they were on it right away . The staff was extremely helpful and friendly . They took thier time to explain everything step by step in a way we understood . Now we use them for all our accounting , tax and payroll needs

went in to have them look over my taxes, and they were very quick ,knowledge and had every answer to every question i had i highly recommend them all, very friendly and down to earth people.

Very pleasant experience.The staff is friendly and very helpful. I highly recommend This place for all your business needs. Thank you!

Highly recommend by a friend and I was not disappointed. Great service, professional and very informative. I would definitely be returning.

had such a great experience i was backed up in taxes 3 years and they helped me fix it fast and they are very professional i will be back year after year after thanks

Really appriciate the refferal from my good friend. This place offered everything I needed and more for my taxes. They are very efficient, timely, organized and very helpful. LOVED my expirience with them. ??

Just got my taxes done, so pleased with how fast and how much im getting back. Definitely recomend.

Top notch! Helped me review my tax info and they did it quick enough for me to catch an appointment Highly recommend!

Love this place! Very friendly and knowledgeable. Definitely helped me and I will be coming back highly recommend!!

So happy a friend referred me to these guy's, best around A+ . Love the customer service and how helpful they are. Thanks again

Awesome service!!! They helped me out in every way very Polite and respect definitely recommend..,

The staff were very nice and helped me quickly. I will definitely be coming back here next time instead of looking around.

Best Tax firm I have used ! Amazing customer service! Would totally recommend!

Great service and nice staff. Felt very greeted when i entered and the service was quick and easy

One of the most professional establishment around, friendly staff and straight to the point thank you A&B for all the hard work

I found the staff to be very knowledgeable and helpful and would recommended them to my friends & family.

Came highly reccomended by a friend and I have to agree. Highly reccomended. Customer service was excellent.

Very friendly staff, quick and effective. I'd definitely be back again.

If your looking for knowledgeable service and great and positive attitude this is the place for you...

This is VALERIE P I heard about this place from a friend & I'm always going to the same tax place but I tried them & was not disappointed very friendly and will be back .

Great customer service and was done fairly well I'm impressed

Been with Barbara Shane and this company for going on 4 years now. Simply the best!

Got my tax papers all fixed up very good service

Would definitely recommend BMA to relatives and friends, fast and efficient. Very friendly environment and staff is very helpful

Great team and great service very helpful with all my questions thank you

The best place I've been to fast and great customer service

Need help with taxes? This is the place! Nice people ans good prices !

great staff and really nice i highly recommend them

Friendly and helpful staff, provided great service.

Must recommended place! Very good communication skills

Would recomend this busomess to anyone. Thankyou??

Highly recommend going here for your taxes!

Wonderful employees dedicated to great service

I highly recommend this place!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.