Everythng You Need To Know About College & Taxes In A Nutshell
05/26/2023 No Comments
How does college affect your taxes? Going to college can have a big impact on your taxes. Whether you’re graduating, taking a few classes, or
You Shouldn’t Have To Fight To Get Your Taxes Done Right
We know taxes can be a pain, but we’re here to make sure that you get the best return possible. With over 10 years of experience, our team of tax experts are ready to help you get your taxes done virtually or in-person, so you can be like granny!
You Shouldn’t Have To Fight To Get Your Taxes Done Right
We know taxes can be a pain, but we’re here to make sure that you get the best return possible. With over 10 years of experience, our team of tax experts are ready to help you get your taxes done so you can be like granny!
Refund Advance Loans Available Now
Need a refund advance loan to hold your over while you wait for your taxes to be processed by the IRS. No worries, we offer refund advances before the IRS even starts processing your tax return.
Tax Preparation Service as low as $189.00
Start your taxes anytime from the comfort of your home. You are not stuck doing it alone, get assistance from a tax expert to help ensure you get the max refund back.
Open All Year Round
We understand that taxes maybe temporary but help is needed all year round. Stop settling for tax services that you can only contact January to April. Tax planning needs all year assistance, not just random youtube videos.
We Offer Online Coaching Services
Do you have a goal of buying a home, starting a business, getting funding for your business, or even taking a much needed vacation. Let us help you obtain your financial goals with our one-on-one online coaching service.
Why File Taxes With Us?
Accessibility
We're available all year-round
24/7 access to a copy of your tax return
Comfort
All tax returns are covered with basic audit protection.
Get your taxes prepared virtually
Tax returns will be e-filed to the IRS
Integrity
We offer the most transparent pricing plans, no sudden price changes
If we miss something, we will file your amendment free of charge*
What Our Clients Say About Us
Elizabeth N.
My experience here at Jacobwise was great! Geisha was very knowledgeable, timely, and professional while completing my taxes. I even received more of a return than I originally thought. I highly recommend calling in and making an appointment! I know where to go next year!
Wyatt Jake
My experience here at Jacobwise was great! Geisha was very knowledgeable, timely, and professional while completing my taxes. I even received more of a return than I originally thought. I highly recommend calling in and making an appointment! I know where to go next year!
Aiden A.
My experience here at Jacobwise was great! Geisha was very knowledgeable, timely, and professional while completing my taxes. I even received more of a return than I originally thought. I highly recommend calling in and making an appointment! I know where to go next year!
Nicole C.
I was referred to Geisha through a friend and my experience was 5 stars. Finally I have someone dependable, and knowledgeable that I can trust. I even brought my mom in to do her taxes. The process was fast and easy. Jacobwise & Co. has gained a loyal client.
Elizabeth N.
My experience here at Jacobwise was great! Geisha was very knowledgeable, timely, and professional while completing my taxes. I even received more of a return than I originally thought. I highly recommend calling in and making an appointment! I know where to go next year!
Clear Upfront Pricing
Don't play the guessing game with tax prep fees
Virtual Tax Preparation
Starting At
$250
$189
24/7 Access To Your Portal
Virtual Tax Assistance
Access To Our Community
Our Tax Prep Service Guarantee
Special Discount
In-Office Tax Preparation
Starting At
$300
$250
24/7 Access To Your Portal
Refund Advance Options
Full Service Tax Preperation
Our Tax Prep Service Guarantee
Available All Year Round
Business Tax Preparation
Starting At
$799
$599
24/7 Access To Your Portal
Discounted Accounting Service
One-On-One Tax Prep Service
Our Tax Prep Service Guarantee
Available All Year Round
Please check out more information on our tax prep guareentee.
Please check out more information on our tax prep guareentee.
Please check out more information on our tax prep guareentee.
Some of your biggest desires like buying your dream home or financing your small business, start with the tax planning because nothing cuts into your finances more than taxes.
Geisha Morris-Jacobs
Want to File Your Taxes in Person
Despite everyone living on their phone, we know that not everyone wants to file taxes virtually. We get it. Feel free to book your appointment to come into our Altamonte office to file your taxes. Our office operates by appointments only. So book your appointment today!
Tax Help For Tax SAVVY
Read More
Florida Sales Tax Holiday 2023: Everything You Need to Know
05/25/2023 No Comments
Every year in Florida, there is a sales tax holiday that takes place during a specific time period, where shoppers can buy certain items tax-free.
Check Out Our Accounting & Tax Services
Personal Tax Service
For individuals who want the option to file their tax return virtually or in our local office.
Small Business
For small businesses who want the option to file their business taxes virtually or in our local office.
One-on-One Coaching
For individuals and small businesses that need a little extra help getting to their financial goals.
Tax Resolution
For individuals who may be in the process of an IRS audit or may need to amend a tax return.
Estate Planning
For individuals who have a family and want to set-up a simple estate plan.
Our Courses
For individuals and small businesses that want to learn on their own at their own time.
Guaranteed Service Promise
We stand behind our tax preparation service. So much so that we guarantee accurate tax preparation. If for some insane reason we made a mistake on your tax return due to an error of our own, we will amend your tax return within 72 hours. We even take it a step further and offer a free amendment if we prepared your return and missed more than $250 of refundable credits*.
Listen To Our
Latest Podcast
We are getting into the podcast game. Yeah, we are a few years behind, but we do have something to say and it is more than just talking about taxes and accounting. Check out our podcast starting February 2023.
Live In Altamonte Springs, Florida?
Come Check Us Out.
Office Location :
499 N State Road 434 Suite 2155 Altamonte Springs, FL 32714
Office (407)519-6258
When Getting The Max Tax Refund Matters
Tired of seeing billboard or bandit signs offering ridiculous tax refunds but when you get there, they get you back less than half of what the sign said and they charged you almost $1,000.00 for a simple return? With Jacobwise & Co Inc, you don’t have to worry about this. Get the max refund back without getting charged a horrendous tax preparation service fee to do it. Plus, you won’t
have to worry about the IRS double checking your refund.
Disclaimer
Jacobwise & Co offers a discounted virtual filing fee of $189 when you file online and pay for your tax preparation services upfront. However, certain situations can cause the fee to be different than what is quoted for virtual tax preparation:
- Not paying your tax preparation upfront: By not paying for your tax preparation upfront, you would need to request paying your tax preparation service through your tax return. However, this will add the bank and processing fees to your tax preparation fee.
- Requesting a refund advance: Refund advances are processed by our tax service bank: Refund Advantage aka Pathward, which requires you to have a bank and processing fee added to your tax return preparation fee.
- Coming to our local office to prepare your tax return.
Tax Situations That Are Covered Under $189 Virtual Tax Preparation Fee:
- Earned Income Credit (EIC)
- Child & Dependent Care
- W2 Income
- Certain 1099-K Income
- Educator Credit
- Student Interest Deductions
Additionally if your return has the following:
- Interest or Dividend Income
- Business, Self-Employed or Contractor Income
- Rental Income
- Itemized Deductions
- Unemployment Income
- Any Income, Credits Deductions Reported On Forms Not Covered
Our Tax Preparation Service Guarantee covers information we missed when we prepared your tax return based on all information provided by you.
What is not covered by Our Tax Preparation Service Guarantee:
Miscalculated deductions or credits based on inaccurate or incomplete information provided by the client/taxpayer
Incorrect reporting of income based on inaccurate or incomplete information provided by the client/taxpayer
Incorrect reporting of dependents based on inaccurate or incomplete information provided by the client/taxpayer
