#1 Online Tax & Accounting Firm

About Jacobwise & Co

Our Values

Our company originally started back in 2006 as a bookkeeping service and then in 2013, I realized the value of adding tax preparation for the everyday consumer and small businesses. In 2012, I personally discovered the pain and heartbreak that came from dealing with immigration, and as a result, we then decided to add that service to our platform as well. But no matter what service you use with us we promise you just that a “service” you will not be a number or you will not have to only deal with an online bot, we are real people here for you.

We Serve With Compassion

Compassionate service goes beyond knowing your name and rank. It’s understanding and caring about what’s important to you. That’s why we’re truly dedicated to your overall financial well-being and helping you achieve what you want in life.

We Put Members First

As a not-for-profit credit union, we strive to do what’s right for our membership as a whole, so we can bring real value to each and every member. It’s a matter of integrity and simply the right thing to do. So, you can trust that 24/7/365, we’re focused on your needs.

We Champion Community

We’re dedicated to fostering financial health and well-being for the military, veterans, and their families, and to embracing and celebrating diversity and inclusion in all the communities we serve. Because as a community, we’re stronger together.

Our Story

Jacobwise & Co was founded who wanted to help themselves and their co-workers reach their financial goals. They envisioned a credit union that would offer loans with affordable rates and manageable terms. They wanted to encourage building financial security by providing a safe place to deposit savings and earn dividends. So they pooled their money and invited others to join.

What started as a small group of naval employees with similar goals in 1933 has grown to include officers and enlisted men and women of all branches of the military, veterans, DoD employees and their family members. Today, we’re proud to continue to serve the unique needs of our 10 million member-owners.

The same mission that inspired our founders drives us today.

Member-Owned, Not-for-Profit

We’re a member-owned and not-for-profit credit union exclusively serving the military, veterans and their families. Our members are owners, not just customers, and each one of them has a vote. 

Because we’re not-for-profit, any surplus funds are returned to our members as dividends, reduced loan interest and improvements to our products and services. That means we have great rates, lower fees and exclusive discounts.

Member-Owned, Not-for-Profit

We’re a member-owned and not-for-profit credit union exclusively serving the military, veterans and their families. Our members are owners, not just customers, and each one of them has a vote. 

Because we’re not-for-profit, any surplus funds are returned to our members as dividends, reduced loan interest and improvements to our products and services. That means we have great rates, lower fees and exclusive discounts.

Our Clients Come First

Helping members reach their goals with the best products and service possible is what we do.

Trustpilot

Check out our 7726 reviews

Member Reviews

See thousands of reasons why members love Navy Federal.

We Put Members First

As a not-for-profit credit union, we strive to do what’s right for our membership as a whole, so we can bring real value to each and every member. It’s a matter of integrity and simply the right thing to do. So, you can trust that 24/7/365, we’re focused on your needs.

We Champion Community

We’re dedicated to fostering financial health and well-being for the military, veterans, and their families, and to embracing and celebrating diversity and inclusion in all the communities we serve. Because as a community, we’re stronger together.

Insights and Guidance

Our in-house experts share their stories and offer information to help you navigate your financial journey.

Additional Resources

Meet The Team

Check out some of the team that help to make Jacobwise a great place.

Jobs at Jacobwise & Co

Explore job opportunities with a company on a mission.

Partner With Us

Want to start your own tax business. Partner with us and grow your tax business with our help.

Become A Brand Ambassador

Are you currently a client and would like to see how you can make money by just spreading the word.

Being #1 In Customer Service Is Our Mission

Diversity & Inclusion

IRS Covid Tax Tips

Recently, the IRS sent out an email to taxpayers that detailed how people who have yet to file a 2021...

What is the Inflation Reduction Act?

What is the Inflation Reduction Act? It is likely no surprise that inflation has hit an all-time high this year...

Why are Your Taxes Important When Buying a First Home 

  Buying a first home is an important step in your life. You want to make sure that you are...