Jacob Lutz, CPA, MBA

Senior Accountant

Contact

(631) 582-1600 x250

Professional Experience:

Jacob joined Cerini & Associates in January of 2013 and has been actively providing tax, compliance, and business advisory services to a wide variety of both for-profit and non-profit clients.

Jacob is very active in the marketing and development of the firm. He is a regular contributor and editor of several of the firm’s newsletters and his articles focus heavily on tax compliance and emerging tax laws and issues.

Key Clients

  • Professional Service Organizations
  • Medical Practices
  • Technology and Internet-Based Businesses
  • Contractors and Construction Businesses
  • Nonprofit Organizations

Areas of Expertise:

  • Preparation and review of personal, corporate and partnership tax returns
  • Preparation of estate and gift tax returns
  • Individual and business tax planning
  • Income tax research and compliance assistance
  • Sales tax research and compliance assistance
  • Business advisory and new business formation
  • Accounting systems development for small to medium-sized businesses

Professional Affiliations:

  • Member of the Beta Gamma Sigma International Honor Society

Licenses & Certifications:

  • Certified Public Accountant

Education:

Jacob graduated from Long Island University with a BS in Accountancy and an MBA.

Jacob’s Recent Posts: