At Jacobwise & Co, we’re more than a tax preparation firm — we’re strategic partners in growth, compliance, and financial confidence for individuals and small business owners.
We believe success is stronger when shared. That’s why we’re inviting businesses, influencers, and service professionals to partner with us in serving clients better — while building revenue and value for your network.
Whether you’re a bookkeeper, financial advisor, payroll provider, business coach, salon owner, or community leader, we’d love to explore how we can work together.
Your clients trust you — and you can trust us.
When you partner with Jacobwise, you unlock:
Offer your customers tax strategy, compliance support, and professional filing services that complement what you already do.
Earn competitive referral bonuses or revenue shares for every client you send our way.
We handle complex tax scenarios — including self-employment, 1099 income, multi-state issues, and quarterly estimated taxes.
Your clients receive:
Virtual tax preparation
Personalized tax planning
IRS representation when needed
Clear communication every step of the way
You get:
Partnership onboarding
Marketing assets
Dedicated support
We work best with businesses and professionals who serve individuals or small businesses, such as:
✔ Bookkeepers & Accountants
✔ Financial Planners & Advisors
✔ Payroll Providers
✔ Business Coaches & Consultants
✔ Salon & Barber Shop Owners
✔ Insurance Agents
✔ Real Estate Agents & Brokers
✔ Gig Economy Networks
✔ Community & Membership Organizations
If you help people grow financially, we want to help you serve them more completely.
1. Let’s Connect
Fill out the partnership form below — tell us a bit about your business and audience.
2. Strategy Alignment
We’ll schedule a discovery call to explore goals and joint opportunities.
3. Activate the Partnership
Once aligned, we’ll provide:
Promotional materials
Tracking & reporting
Revenue sharing terms
Support resources
4. Grow Together
Your referrals receive premium tax support — while you benefit from additional value and revenue.
| Benefit | What You Get |
|---|---|
| Revenue Opportunities | Referral bonuses & shared earnings |
| Enhanced Client Services | Tax filing, planning, audit support |
| Turnkey Materials | Emails, banners, co-branded resources |
| Dedicated Support | Partner success team |
| Long-Term Growth | Strengthened service offerings |
“Partnering with Jacobwise has allowed us to offer our members a specialized tax solution without taking on the work ourselves — and we earn every time someone files through them.” — Small Business Coach, TX
“Our bookkeeping clients love the seamless integration between their financials and Jacobwise’s virtual tax services. It’s been a win-win.” — Certified Bookkeeper, FL
Complete this quick form and let’s explore how we can work together:
👉 Become a Partner — Start Here
Let’s help more clients file with confidence — and grow your impact at the same time.
We’re happy to talk through ideas, opportunities, and custom partnership structures. Contact us at:
📧 partnerships@jacobwiseco.com
📞 (407)395-2420