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Altamonte Springs, Florida

Virtual & In-Person Accounting Services

Jacobwise & Co. provides professional tax preparation and accounting services for individuals and small businesses throughout Altamonte Springs and the greater Florida area. Our Altamonte office currently operates virtually, allowing clients to receive personalized, professional support without the need for in-person visits.

Whether you’re a W-2 employee, independent contractor, or small business owner, we help simplify the tax process and keep you compliant—without unnecessary stress.

Address

499 N State Rd 434 #2029, Altamonte Springs, FL 32714

Hours Of Operation

Monday-Thursday

8:30am – 4:00pm

Friday-Saturday

10:00am – 6:00pm

(407) 519-6258

Contact Us:

Jacobwise & Co. | Altamonte Springs Tax & Accounting Services

Serving Altamonte Springs, Central Florida & Clients Across Florida

Local Tax Experts Serving Florida

In Person & Virtually

Jacobwise & Co. is a trusted tax preparation and accounting firm proudly based in Altamonte Springs. This is our primary office location, where we provide both in-person and virtual tax services to individuals and small businesses throughout Florida.

In addition to serving Central Florida locally, we work with clients across major Florida markets—including Tampa, Tallahassee, and Miami—through secure, fully virtual appointments.

Whether you prefer face-to-face service or remote support, our goal is simple: accurate filings, clear communication, and dependable year-round guidance.

Our Florida Tax & Accounting Services

Statewide Individual, Family, and Business Support

Individual Tax Preparation

  • W-2 and 1099 tax returns

  • First-time and returning filers

  • In-person appointments (Altamonte Springs)

  • Virtual appointments across Florida

  • Year-round tax support

Small Business &

Self-Employed Taxes

  • Schedule C filings

  • LLCs and sole proprietors

  • Tax planning and compliance

  • Bookkeeping support

ITIN & Immigration-Related Tax Support

  • ITIN applications and renewals

  • Filing taxes without a Social Security number

  • Support documents for spouses and dependents

  • U.S. tax filing for clients living abroad

Ongoing Accounting & Advisory

  • Monthly bookkeeping

  • Catch-up bookkeeping

  • Business guidance for startups and growing companies

Why Florida Clients Choose Jacobwise & Co.

 Established Florida-Based Firm
Our home office is in Altamonte Springs, with clients throughout the state.

In-Person & Virtual Flexibility
Meet with us locally or online—whatever fits your schedule.

Clear, Honest Communication
We explain tax matters in plain language, without confusion or pressure.

Secure & Professional Systems
Your information is handled using encrypted, secure platforms.

Areas We Serve in Florida

We proudly work with clients throughout: 

Altamonte Springs

Orlando & Central Florida

Tampa Bay

Tallahassee

Miami & South Florida

Jacksonville

Statewide via virtual Appointments

Local Insights & Resources for Florida

Blog Posts:

Schedule Your Florida Tax Appointment Today

Appointments are available year-round.

  • In-person consultations (Altamonte Springs)
  • Virtual appointments statewide
  • Secure document handling
  • Personalized professional support

👉 Schedule your Florida tax appointment today and work with a local firm that serves clients across the state.

While our home office is based in Altamonte Springs, Jacobwise & Co. also provides virtual tax services for clients in major U.S. markets, including Chicago, Washington, D.C., Atlanta, and Houston.

Altamonte Springs, FL Tax Return Preparation — Done Right

ZJacobwise & Co. is a trusted tax preparation and accounting firm proudly based in Altamonte Springs. This is our primary office location, where we provide both in-person and virtual tax services to individuals and small businesses throughout Florida.

In addition to serving Central Florida locally, we work with clients across major Florida markets—including Tampa, Tallahassee, and Miami—through secure, fully virtual appointments.

Whether you prefer face-to-face service or remote support, our goal is simple: accurate filings, clear communication, and dependable year-round guidance.

Barbara Bryant
Barbara Bryant
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.
Nichole Clarke
Nichole Clarke
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.
Elizabeth Novoa
Elizabeth Novoa
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!
Jacobwise & Co offers a discounted virtual filing fee of $249 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
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