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Lincoln Tax & Wealth Management

Phone: (858) 848-1040 Fax: (619) 342-9718 4660 La Jolla Village Dr #1090, San Diego, CA 92122 View Additional Email Addresses http://www.lincolntaxandwealth.com

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Description

This company offers tax strategy, planning, compliance, and business and financial consulting.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Lincoln Tax & Wealth Management meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that lowered the rating for Lincoln Tax & Wealth Management include:

  • Length of time business has been operating

Factors that raised the rating for Lincoln Tax & Wealth Management include:

  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Lincoln Tax & Wealth Management
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: April 30, 2012 Business started: 03/03/2010 in CA Business started locally: 03/03/2010 Business incorporated: 12/23/2013 in CA
Licensing

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

California Board of Accountancy
2000 Evergreen St #250, Sacramento CA 95815-3832
http://www.dca.ca.gov/cba
Phone Number: (916) 263-3680
Fax Number: (916) 263-3675
The license number is 96200.

Type of Entity

Corporation

Business Management
Mr. Jacob R Lincoln CPA, Principal
Contact Information
Principal: Mr. Jacob R Lincoln CPA, Principal
Number of Employees

2

Business Category

Accountants - Certified Public Accountants Business Consultants Tax Return Preparation Taxes - Consultants & Representatives Accounting Services Financial Planning Consultants

Method(s) of Payment
All payments accepted (Visa, MC Amex, Checks)
Alternate Business Names
Lincoln Tax and Wealth Planning Inc
Industry Tips
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Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

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BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

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What government actions does BBB report on?

BBB reports on known significant government actions involving business' marketplace conduct.

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