Liberty Tax vs Jacobwise & Co
Jacobwise & Co vs Liberty Tax
Here at Jacobwise & Co, we strive to be the best tax preparation service around. We do this by being honest and transparent about the services we offer. This page is designed to compare our services to those of Liberty Tax so you can be certain in your choice for tax preparation.
Service Tiers
Virtual Tax Preparation
24/7 Access to your portal, online tax support from a professional, access to our community, and our Tax Prep Service Guarantee as well as special discounts.
In-Office Tax Preparation
24/7 Access to your portal, refund advance options, full service tax preparation, and our Tax Prep Service Guarantee, available all year round.
Business Tax Preparation
24/7 Access to your portal, discounted accounting services, one-on-one tax prep service, and our Tax Prep Service Guarantee, available all year round.
Basic
A simple tax situation, such as single or married with no dependents.
Deluxe
Lifestyles that are a bit more complicated, ex: kids, investments, child care, college and home ownership.
Premium
Self-employed, such as a freelancer or contractor, or those who have other less common forms of income.
While Liberty Tax can be helpful for in-person, complex tax filing, the firm holds a consistent 2/5-star average rating across many review sites such as ConsumerAffairs and Trustpilot.
Highlights
- With our services, Jacobwise & Co provides unlimited access to your portal as well as one-on-one consultation for any level of complexity with our tax professionals, entirely online (In-person appointments available to clients in Altamonte Springs).
- Liberty Tax does offer many different kinds of complex tax-filing services, but falls short on communication, pricing, and customer service. Additionally, they do not have a secure online filing option, so in-person appointments are all but necessary.
Jacobwise & Co
Client I’ve been filing my taxes 100% virtually with Jacobwise & Co Inc, and the process has been super easy. Even though I don’t live in Altamonte Springs, everything was handled online with no issues at all. Communication was clear, they broke things down in plain language, and I always knew what was going on with my return. Honestly one of the smoothest tax experiences I’ve had. If you want a reliable tax pro you can work with remotely, I definitely recommend them.
Client I’ve been with Jacobwise & Co Inc for over 8 years, and they handle both my taxes and bookkeeping for my event planning business. I visit the Altamonte Springs office, and they’ve always kept my books clean and my taxes on point. Super knowledgeable, easy to work with, and a great fit for small businesses in the Orlando and Altamonte Springs area. Highly recommend.
Client 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. We uploaded our documents to their server prior to the appointment. The process was fast and easy. JacobWise & Co. has gained a loyal client.
Our Promise
Here at Jacobwise & Co, we pride ourselves in being one of the best places you can go for all of your tax needs. We will never lead you astray and will always put the customer first. No matter your background, we will always be here to help meet your needs. Whether it be help with business or personal taxes, we can ensure you that we will assist you every step of the way. Tax preparation can be a complicated process, so we are here to help make it go as smoothly as possible.