Jake works with RFA clients to help prepare their annual tax returns as well as works alongside our CFP team for client tax planning throughout the year. Jake received his Bachelor’s degree from Syracuse University with a double-major in Accounting and Finance. When he relocated to San Diego, he earned his Masters of Accountancy with a focus in Tax from San Diego State University in 2006. Shortly thereafter, Jake began working in public accounting at a local San Diego firm while studying for and passing the CPA exam in 2008. After leaving public accounting for a few years to work in the private sector, Jake opened his own tax practice in 2013, serving the needs of individuals, small businesses and non-profit organizations.