Tax & accounting support
for Atlanta.
Virtual tax & accounting support. Professional attention for your personal and business finances.
Work with your tax team from Atlanta.
Connect virtually with Jacobwise & Co. for personal tax preparation, business tax preparation, bookkeeping, tax planning, and assistance with tax issues.
Our service for Atlanta 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 Atlanta.
Atlanta, GeorgiaAtlanta tax filing: a five-point preparation checklist
Prepare a complete federal and Georgia file, with the right tax year and residency information, before submitting your return.
Read articleAtlanta, GeorgiaSix bookkeeping problems Atlanta businesses should fix before filing
Incomplete books can produce inaccurate returns and difficult notice responses; no single bookkeeping error automatically triggers an IRS notice.
Read articleAtlanta, GeorgiaAtlanta business occupation tax: what small-business owners need to know
Connect your City of Atlanta occupation-tax renewal to accurate bookkeeping, the right jurisdiction and supporting business records.
Read articleAtlanta, GeorgiaAtlanta freelancers and gig workers: planning for federal and Georgia estimated taxes
Build a payment plan around actual freelance profit, other household income and separate federal and Georgia requirements.
Read articleAtlanta, GeorgiaMoving to Atlanta or working across state lines? Understand your Georgia tax filing requirements
A move or remote-work arrangement can affect residency, income sourcing and withholding in more than one state.
Read articleAtlanta, GeorgiaGeorgia’s pass-through entity tax election: questions Atlanta business owners should ask
Evaluate an entity-level election with the owners’ returns and cash flow before assuming it will reduce the overall tax bill.
Read articleExpertise, right
where you are.
We work exclusively with individuals and small businesses in these six cities.