Jake Lawrence

Partner, Mortgage Banking

Jake Lawrence is a Tax Partner and the Mortgage Banking Tax Practice Leader at Richey May. With more than 15 years of experience serving mortgage banking companies, residential loan servicers, and financial services organizations, he specializes in tax compliance, tax planning, and consulting services tailored to the unique needs of the mortgage industry. Jake helps clients navigate complex federal and multi-state tax matters, understand the implications of key business decisions, and identify opportunities that support long-term growth and profitability. Since joining Richey May in 2013, he has played a significant role in the growth and development of the firm’s mortgage banking tax practice and now leads the team in delivering specialized tax solutions to clients nationwide. Known for his practical approach and deep industry expertise, Jake helps organizations confidently address tax challenges while achieving their strategic business objectives.

 

Industry Expertise

Mortgage Banking

Designations

Utah Attorney License #11698

Professional Memberships & Affiliations

Utah Bar Association

American Bar Association

United States Tax Court

Education

The University of Denver

  • Master of Laws, Taxation (LL.M.)

Gonzaga University

  • Juris Doctorate (JD)

Westminster College

  • Bachelor of Science in Accounting