Tax & accounting support
for Jacksonville.
Virtual tax & accounting support. Professional attention for your personal and business finances.
Work with your tax team from Jacksonville.
Connect virtually with Jacobwise & Co. for personal tax preparation, business tax preparation, bookkeeping, tax planning, and assistance with tax issues.
Our service for Jacksonville clients is virtual. Consultations and your client portal keep you connected with our team without an office visit.
01 · Tell us what you need
Use the current intake or book a consultation to discuss your service.
02 · Connect through your portal
New clients follow the onboarding email instructions. Returning clients can log in directly.
03 · Continue with your team
Share sensitive information and documents through the secure client process.
Client LoginFind the right support.
Personal Tax Preparation
Get professional help preparing your individual return, virtually or by appointment.
Explore serviceBusiness Tax Preparation
Tax preparation support for small businesses, with a conversation about your structure and filing needs.
Explore serviceBookkeeping & Accounting
Organized financial records and bookkeeping support that help you understand your business.
Explore serviceTax Planning
Plan ahead with year-round conversations about your goals and changing financial circumstances.
Explore serviceTax Resolution
Talk with our team about IRS notices, amendments, and available assistance for tax issues.
Explore serviceLET’S FIND YOUR NEXT STEPNot sure
where to start?
A conversation can bring the bigger picture into focus.
Talk to our teamPerspectives for Jacksonville.
Jacksonville, FloridaStarting a business in Jacksonville? A local business tax receipt checklist
Organize your Duval County registration records and renewal calendar before opening or changing your business.
Read articleJacksonville, FloridaJacksonville business equipment: preparing for Duval County tangible personal property reporting
Build an asset file that supports local equipment-tax reporting and your business books.
Read articleJacksonville, FloridaJacksonville contractors and service businesses: a monthly bookkeeping checklist
Keep customer deposits, job costs and business records organized as work moves across the Jacksonville area.
Read articleExpertise, right
where you are.
We work exclusively with individuals and small businesses in these six cities.