Fraud Blocker
Downtown Atlanta atlanta small business
Atlanta, Georgia

Virtual Accounting Services

Jacobwise & Co. provides professional tax preparation and accounting services for individuals and small businesses throughout Atlanta and the greater Georgia area. Our Atlanta 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.

Hours Of Operation

Monday-Thursday

8:30am – 4:00pm

Friday-Saturday

10:00am – 6:00pm

(407) 519-6258

Contact Us:

Jacobwise & Co. | Atlanta Tax & Accounting Services

Serving Atlanta & the Greater Metro Area —  Virtual Appointments Available

Smart, Virtual-First Tax Services for Atlanta Clients

Virtual

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

From first-time filers to growing businesses, we focus on accuracy, clarity, and a smooth experience—built for busy Atlanta professionals.

Our Atlanta 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 Atlanta Clients Choose Jacobwise & Co.

Fully Virtual & Convenient
Meet with your tax professional from anywhere in Atlanta or Georgia.

Straightforward Advice
Your information is handled through encrypted, secure platforms.

Secure Systems
We explain tax matters in plain language, without confusion or pressure.

Personal, Not Corporate
We work closely with individuals and small businesses—not just big firms.

Serving Atlanta & Surrounding Areas

We proudly work with clients throughout: 

Atlanta

Decatur

College Park

Sandy Springs

The Greater Atlanta Metro Area

 

If you’re anywhere in Georgia, our virtual services make working with us easy.

Local Insights & Resources for Atlanta

Blog Posts:

Schedule Your Atlanta Tax Appointment Today

Appointments are available year-round.

  • Virtual Consultations
  • Secure document upload
  • One-on-one professional support

👉 Book your Atlanta tax appointment today and take the stress out of tax season.

Jacobwise & Co. is headquartered in Altamonte Springs, where we provide in-person and virtual tax services. Our Atlanta office operates virtually, allowing us to serve clients efficiently while maintaining consistent standards across all locations.

Expanding Our Presence in Atlanta

Jacobwise & Co. is growing nationally, and Atlanta is a key part of that expansion. Our virtual Atlanta office allows us to serve clients now while preparing for a future physical office in the area.

Clients who work with us today will already have an established relationship as we expand locally.

Atlanta Tax Preparation for Individuals and Business Owners

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

From first-time filers to growing businesses, we focus on accuracy, clarity, and a smooth experience—built for busy Atlanta professionals.

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!

FAQ

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
Copyright 2023 © All Rights Reserved