Jacob is a Tax Strategist at EthicsPro LLC with a strong background in financial operations, tax-advantaged accounts, and compliance-focused client support. He brings experience across HSA administration, equity compensation/stock plans, IRS reporting, complex account resolution, retirement vehicles including defined contribution accounts, and real property asset management, with a proven ability to understand and apply tax rules accurately. Prior to EthicsPro, Jacob supported large-scale financial platforms and participants across numerous large securities firms, assisting with sophisticated tax implication education, equity, and account-related matters. Known for clear communication, operational precision, and process improvement, Jacob helps clients navigate complex tax considerations with confidence and clarity.
