Since the 1970s Larry Jacobs and Robert Rand as sole proprietors have been providing unbiased and independent services covering personal financial management including Income Tax Planning & Compliance. We each recognize that along with our clients’ financial success come increased responsibilities and planning requirements.
Our goal is to provide you with complete services to meet these needs, and put you in control of your financial affairs. We recognize that your financial needs and goals will change over time, so we offer a spectrum of services. We can demonstrate the short- and long-term benefits of smarter tax strategies and improved financing and investment decisions.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Larry Jacobs was born in 1945 in Paterson NJ. He is currently living in Sea Ranch, California. He graduated from Bradley University in 1967 with a BA in accounting. He earned an MBA from the University of Pennsylvania Wharton School of Finance and Commerce in 1969. He has been helping clients with their income taxes issues since 1970.
Robert Rand came to California after college. Currently residing in the Sun Valley area of Idaho as of November 2018. Prior to this Mr. Rand resided in Piedmont, California since 1977. Graduated from the University of Florida, with a BSBA in Finance, Economics and Accounting. He earned an MBA in Taxation from Golden Gate University. He further earned the Chartered Financial Consultant designation from the American College.
He is a Certified Public Accountant licensed in California and Idaho since 1971 and 2008 respectively. He has been advising clients regarding their accounting, financial planning, tax, mortgage, borrowing strategies, real estate tax issues and risk management strategies (including medicare and related health insurance). His practice is now focused on taxes and financial planning acting as a trusted advisor to his clients. He provides his services in a remote mode as a "Virtual CPA".