BBB Business Review
BBB Accredited Business since
Phone: (858) 848-1040 Fax: (619) 342-9718 4660 La Jolla Village Dr #1090, San Diego, CA 92122 View Additional Email Addresses
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This company offers tax strategy, planning, compliance, and business and financial consulting.
Request a Quote
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.
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
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
These agencies may include:
California Board of Accountancy
2000 Evergreen St #250, Sacramento CA 95815-3832
Phone Number: (916) 263-3680
Fax Number: (916) 263-3675
The license number is 96200.
Type of Entity
Business ManagementMr. Jacob R Lincoln CPA, Principal
Number of Employees
Accountants - Certified Public Accountants Business Consultants Tax Return Preparation Taxes - Consultants & Representatives Accounting Services Financial Planning Consultants