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City of Chicago

Chicago, Illinois

Virtual Accounting Services

Jacobwise & Co. provides professional tax preparation and accounting services for individuals and small businesses throughout Chicago and the greater Illinois area. Our Chicago 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. | Chicago Tax & Accounting Services

Serving Chicago & Cook County — Virtual Appointments Available 

A Modern, Virtual-First Tax Firm Built for Chicago

Virtual

Jacobwise & Co. provides professional tax preparation and accounting services for individuals, freelancers, and small businesses across Chicago and the surrounding Cook County area. While we are currently operating as a virtual office, our services are designed to feel just as personal and reliable as an in-person experience.

Jacobwise & Co. provides professional tax preparation and accounting services for individuals, freelancers, and small businesses across Chicago and the surrounding Cook County area. While we are currently operating as a virtual office, our services are designed to feel just as personal and reliable as an in-person experience.

Whether you’re filing as a first-time taxpayer, running a small business, or managing multiple income streams, we make the process simple, secure, and stress-free—without unnecessary office visits.

Our Chicago 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 Chicago Clients Choose Jacobwise & Co.

Virtual First & Flexible
Meet with us online from anywhere in Chicago—no traffic, no waiting rooms.

Clear Communication
We explain things in plain language, not accounting jargon.

Secure & Professional
Your documents are handled through encrypted, secure systems.

Built for Real People
We work with everyday taxpayers, entrepreneurs, and families—not just large corporations.

Proudly Serving Chicago Neighborhoods

We work with clients throughout Chicago, including:

Hyde Park

Bronzeville

South Loop

Downtown Chicago

Greater Cook County area

 

Even if you’re outside the city, our virtual services make it easy to work with us.

Local Insights & Resources for Illinois

Blog Posts:

Book Your Chicago Tax Appointment Today

Appointments are available year-round.

  • Virtual Consultations
  • Secure document upload
  • Personalized professional support

👉 Schedule your Chicago tax appointment today and let a professional handle the numbers—so you don’t have to.

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

Appointments are available year-round and can be completed entirely online.

Planning a Physical Chciago Office

Jacobwise & Co. is actively expanding. Our virtual Chicago office allows us to serve clients now, while we prepare for a future physical location in the Chicago area. Clients who work with us today will already be established when that transition happens.

Start Your Chicago Tax Return with Confidence

Jacobwise & Co. provides professional tax preparation and accounting services for individuals, freelancers, and small businesses across Chicago and the surrounding Cook County area. While we are currently operating as a virtual office, our services are designed to feel just as personal and reliable as an in-person experience.

Whether you’re filing as a first-time taxpayer, running a small business, or managing multiple income streams, we make the process simple, secure, and stress-free—without unnecessary office visits.

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
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