Tax & accounting support
for Chicago.
Virtual tax & accounting support. Professional attention for your personal and business finances.
Work with your tax team from Chicago.
Connect virtually with Jacobwise & Co. for personal tax preparation, business tax preparation, bookkeeping, tax planning, and assistance with tax issues.
Our service for Chicago 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 Chicago.
Chicago, IllinoisFive financial challenges for Chicago small businesses
Keep Chicago growth sustainable by managing cash timing, multiple tax authorities, payroll, inventory and useful financial reporting.
Read articleChicago, IllinoisChicago business taxes: a practical compliance checklist
Separate Illinois income, replacement, sales and payroll taxes from Chicago’s activity-specific local requirements.
Read articleChicago, IllinoisTax planning for Chicago entrepreneurs: decisions to make before growth
Model Illinois taxes, owner compensation and working capital before choosing an entity change or expansion expense.
Read articleChicago, IllinoisStarting a Chicago side business: LLC tax mistakes to avoid
Illinois formation is one step; bookkeeping, tax classification, sales-tax review and estimated payments still need attention.
Read articleChicago, IllinoisIllinois Gives: how the charitable tax credit works
Eligible Illinois donations require authorization and an approved permanent endowment; an ordinary charitable gift does not automatically qualify.
Read articleChicago, IllinoisChicago freelancers: organize federal and Illinois estimated taxes
Build a payment plan from business profit and household income, then track federal and Illinois payments separately.
Read articleExpertise, right
where you are.
We work exclusively with individuals and small businesses in these six cities.