Daysi JacobsonAccounting, Tax & Financial Strategies
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Daysi Jacobson Accounting

Daysi Jacobson

Accounting · Tax · Planning

Your business. Your family. Your future.

Find your next step
OUR PURPOSE

Clarity today. Possibility tomorrow.

Our mission

Make taxes and accounting easier to understand, so people and businesses can make confident decisions through clear advice, proactive planning, practical implementation and ongoing support.

Our vision

A future where tax planning is part of every important financial decision, not just tax season.

Why we do it

Behind every business are people. Behind every decision is a family, a goal or a future taking shape. That is where our work begins.

JACOBSON ACCOUNTING · YOUR FUTURE

Your next step starts here.

Tax planning, preparation and accounting from our Ponte Vedra Beach team, serving individuals and businesses in Jacksonville and North Florida.

20+years of expertiseAccounting & tax

10YEARS WITH THE IRSFormer IRS Revenue AgentDaysi JacobsonExplore my experience

My 10 years as an IRS Revenue Agent included tax examination work. Today, I bring that perspective to tax planning, preparation and resolution for my clients.

Meet Daysi
Meet your team
LET’S START WITH YOU

What would bring you peace of mind?

Life happens. Let’s get your taxes—and your peace of mind—back on track. Start with what is weighing on you. We’ll help you understand where you stand and what to do next.

Not sure yet?

You do not need to have it all figured out. Tell us what is happening, and we will help you find a place to start.

Let’s talk
HOW WE HELP

Your taxes. A clear plan. Help putting it into action.

We start by understanding where you are today, then help you plan for what comes next.

Tax preparation

We prepare your individual or business returns and review your tax picture for opportunities that deserve a closer look.

Explore your options

Start wherever you need support. You do not have to wait until your next tax return to begin planning.

Let’s build your tax plan
PROACTIVE TAX PLANNING

Advanced Tax Planning & Strategy.

Tax preparation reports what already happened. Tax planning evaluates decisions while you still have time to act. We review your income, business and goals to identify opportunities and anticipate your tax obligations.

Let’s discuss my tax planning

What would you like to make possible?

My business is growing. Are my taxes growing faster?

Explore how your business structure, compensation and timing fit your next stage.

Let’s talk about my situation
I earn more, but I don’t feel further ahead.

Explore how tax planning connects with your income, retirement and financial priorities.

Let’s talk about my situation
I’m selling, investing or making a major change.

Understand the tax implications before the decision is final.

Let’s talk about my situation
I just don’t want another surprise.

Build a clearer picture of your expected tax position and a plan for what comes next.

Let’s talk about my situation
RECOGNITION, EARNED

Trust has a history.

Each recognition tells part of our story. Select an award for a closer look.

2026

Best of the Best of Ponte Vedra

Best Tax Preparation

The Recorder
2025

Best of the Beaches

Best Accounting Firm

The Recorder
2025

Woman in Business of the Year

Daysi Jacobson Carrico

FCHCC · Excellence in Business
2025

Best of the Best of Ponte Vedra

Best Tax Preparation

The Recorder
Explore our recognition through the years
YOUR TAX STORY

Taxes can be one of your largest expenses. Give them a plan.

See what you’ve paid. Understand your options. Start planning for what’s next.

Enter total tax from your returns, not just the balance due at filing. Use the same type of tax for all three years. Calculations stay in your browser; these figures are not sent to the firm.

Enter your figures to see your chart.

Planning starts with your goals and upcoming decisions. This chart shows your history; it does not calculate savings or future tax obligations.

Let’s talk tax planning
Already a client?

Access your account and share documents securely.

Open client portal
REAL CLIENT EXPERIENCES

Trust is earned.
Let our clients tell you.

Behind every review is a person, a business and an experience. Read selected client testimonials and explore more reviews on Google.

Read reviews on Google

Your next chapter starts with a conversation.

Let’s discuss your goals and where proactive tax planning could fit into your next step.

Explore my tax strategy
START WITH A QUESTION

Do your taxes have a plan?

Your tax return tells the story of what happened. Planning helps you evaluate your options before your next decision.

Have you ever had a tax plan beyond filing your return?

A planning review can connect your income, business and goals with timely decisions throughout the year.

Have you implemented a tax strategy and reviewed the results?

An idea needs analysis, documentation, implementation and follow-through to become a useful plan.

Do you know how much you paid in taxes last year and what drove that result?

A conversation can help us determine whether a personalized assessment would be useful. You do not need to share amounts or documents here.

Explore my planning options
START WITH WHAT YOU NEED

What brings you here?

Choose a starting point. We will connect your immediate needs with the bigger picture.

Meet the team behind your next step
BEYOND THE NUMBERS

Our story keeps growing.

The people, recognition and community moments that are part of our firm.

Creativity. Community. Connection.

Creativity. Community. Connection.

Supporting the designers, entrepreneurs and talent at the JaxFuse Fashion Show.

Read the story
In conversation with entrepreneurs

In conversation with entrepreneurs

Daysi at Hola Emprende & Business Expo 2025.

Read the story
It’s all about people

It’s all about people

Read the Ponte Vedra Recorder feature about Daysi’s work and community connections.

Read the story
World map
INTERNATIONAL TAXATION

Your life crosses borders.
Your strategy should too.

Connect your international income, business and goals with a clear understanding of your U.S. tax responsibilities.

Explore international taxation
WHO WE SUPPORT

Your industry. Your priorities. A clear next step.

Choose your area to see how we can help.

Nonprofit organizations

Accounting, information-return preparation and compliance. For organizational strategy and fundraising, we connect you with Alignment.

Talk about your needs
Restaurants & hospitality

Accounting, payroll, sales tax and tax planning to help you understand your numbers and manage your obligations.

Talk about your needs
Professional services & consultants

Individual and business tax preparation, accounting and planning that connect your business with your goals.

Talk about your needs
Businesses & entrepreneurs

Business registrations and filings, accounting, compliance and tax planning. Operations and growth consulting through Alignment.

Talk about your needs

Don’t see your industry? Tell us what you need and we will help identify the right service.

OUR DIVISION & PARTNERSHIP

More support for what you are building.

Start with your goals. We help you find the right service and team, with a clear understanding of who provides each service.

SEPARATE PARTNER FIRM

Alignment Global Partners

Strategy, operations & business growth

Alignment Global Partners is our separate partner firm for executive advisory, business development, strategic partnerships, and nonprofit strategy and fundraising.

How we begin
  1. Share your goals. Tell us what you are building and what is getting in the way.
  2. Talk with Alignment. Discuss your priorities and where support would be most useful.
  3. Agree on the path. Define the scope, responsibilities and next steps before work begins.

Need both teams? We coordinate accounting and tax support through Daysi Jacobson Accounting with business advisory through Alignment.

Request an Alignment conversationExplore Alignment’s services
OUR DIVISION · JWB

Jacobson Wealth Builders

Financial strategies & insurance

Our JWB division brings your family priorities, protection needs and future goals into a personal conversation about financial strategies, insurance and financial education.

How can this help me?

Want to review your protection or connect financial decisions with your goals? Start here.

Request a JWB conversationExplore JWB

Accounting and tax engagements are with Daysi Jacobson Accounting LLC. JWB is our financial strategies and insurance division. Alignment Global Partners is a separate firm with its own service scope.

EXPLORE YOUR TAX OPTIONS

Have your taxes ever had a plan?

Before another tax year passes, understand your options. Take a short interactive journey from filing your return to assessing, planning and putting approved strategies into action.

Explore in two minutes →

No financial figures needed. No answers submitted.

PROACTIVE TAX PLANNING • ACCOUNTING • U.S. TAX COMPLIANCE

Before your next big decision,
let’s talk taxes.

Tell us what is on your mind. We will connect you with the right next step for your accounting or tax needs.

Start a conversation