Lori Herold-Jacobson

Lori Herold-Jacobson is listed in a public NATP tax professional profile and is tied to the Fairfax, VA practice of George N. Woglom CPA MBA. The practice describes its work as accounting and tax preparation services for individuals and small businesses.

The source materials identify Lori with EA and CFP(R) credentials and note tax-related services including tax preparation, tax planning, tax resolution, and general tax services.

Lori Herold-Jacobson is listed in a public NATP tax professional profile and is tied to the Fairfax, VA practice of George N. Woglom CPA MBA. The practice describes its work as accounting and tax preparation services for individuals and small businesses.

The source materials identify Lori with EA and CFP(R) credentials and note tax-related services including tax preparation, tax planning, tax resolution, and general tax services. The practice also references year-end tax planning, tax returns on extension, and support for business clients through its business information area.

Clients are directed to use a SmartVault secure client portal for uploading documents and downloading tax returns, and the site also provides access to tax forms. The profile is best read as a Fairfax-area tax and accounting practice connection with services focused on individual and small business needs.