01 · Start with your situation
Use our current tax intake to begin, or book a consultation if you are unsure which service fits.
Open current intakeA personal connection.
A clear way forward.
See what to expect when you work with Jacobwise for tax preparation or bookkeeping.
Your tax preparation journey.
02 · Connect through your portal
Follow the onboarding email instructions. Returning clients can sign in to their existing portal.
Client Login03 · Gather and share records
Use the checklist as a starting point. Your preparer will confirm the records needed for your return.
View checklists04 · Resolve questions
Respond to your team’s requests and flag missing records, prior-year issues, or changes in your circumstances.
05 · Review before filing
Review the prepared return with the team and complete the required authorization and payment steps for your engagement.
06 · Keep your records accessible
Ask your team about return copies, filing confirmation, and any follow-up items. Contact us when your situation changes.
From your first conversation to ongoing books.
01 · Tell us about your business
Complete the bookkeeping questionnaire and discuss your accounts, software, reporting needs, and any backlog.
Start questionnaire02 · Agree on the scope
Confirm which periods, accounts, reports, and review frequency your engagement covers.
03 · Organize access and records
Coordinate access to your accounting system and share the requested records through the agreed client process.
04 · Work through the records
Your engagement sets out the reconciliation, categorization, and reporting work. Respond to questions so the work can move forward.
05 · Review and keep current
Discuss the reports and outstanding items. Confirm the schedule for submitting new records and reviewing your numbers.
A smooth process is a shared effort.
- Gather complete records and tell us what is missing.
- Keep your contact information current and check your portal messages.
- Confirm your timing with the team; complexity, missing documents, and agency processing can affect completion.
- Contact the office promptly if you receive a notice with a response deadline.
Let’s find your next step.
Tell us what you need. We will discuss the scope, records, and pricing with you.