Daysi JacobsonAccounting, Tax & Financial StrategiesYour family. Your business. The future you envision. We take time to understand what matters, then bring the knowledge and personal attention to move forward with clarity.
More than 20 years of accounting and tax experience, including 10 years as an IRS Revenue Agent, inform Daysi’s approach to every client relationship. Her background includes revenue agent examination work and experience across individual, corporate and nonprofit taxation.
Today, she leads a team committed to making complex financial matters understandable, bringing thoughtful attention to both the numbers and the people behind them.
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.
A future where tax planning is part of every important financial decision, not just tax season.
Behind every business are people. Behind every decision is a family, a goal or a future taking shape. That is where our work begins.
Taxes touch real decisions: how a business grows, how a family prepares and what comes next. My purpose is to help clients understand their options and feel supported as they decide. My experience includes 10 years as an IRS Revenue Agent. Today, I bring that perspective to personal attention, proactive planning and thoughtful follow-through.
Your business, your family and your plans deserve a team that listens, connects the details and helps you move forward with clarity.
Peace of mind starts with knowing where you stand—and having a team beside you. We listen without judgment, explain what matters and connect planning, preparation, compliance and communication so you can take the next step with greater clarity.
Daysi brings 10 years as an IRS Revenue Agent working on tax examinations. Barbara brings more than 10 years of IRS experience, including work as a Revenue Officer on collection matters. Those complementary backgrounds help the team understand your case.
Michelle connects accounting records with tax preparation. Julio coordinates payroll, sales tax, registrations and business filings. Documentation and implementation stay part of the conversation.
Natalia coordinates the advisory client experience; Brenda helps with scheduling, requests and reaching the right team member. Kevin connects operations, people and priorities to support execution.
Services and representation are confirmed according to the matter and the agreed engagement scope.
Led by Daysi Jacobson Carrico, we bring tax planning, preparation, business compliance and personal attention together. Each of us has a clear role and a shared purpose: to help you understand your options and move forward with support.
Founder & CEO
Daysi brings more than 20 years of accounting and tax experience, including 10 years with the IRS and audit work as a Revenue Agent across individual, corporate and nonprofit tax matters. As Founder and CEO, she leads tax strategy, advisory relationships and final review. Her approach connects technical analysis with the realities of ownership: cash flow, business decisions, family priorities and the disciplined implementation of a clear tax plan.
Daysi connects proactive tax planning with your business, family and long-term priorities so you can make informed decisions with a clearer view of the numbers.
Discuss my tax planning
Chief Operating Officer & Strategic Advisor
Kevin brings more than 20 years of executive leadership in organizational growth, operations and nonprofits. His experience as Jacksonville City Council President, alongside executive roles with Boys & Girls Clubs of Northeast Florida and Clara White Mission, brings a practical understanding of governance, team alignment and mission-driven execution. He holds a master’s in public administration from the University of North Florida. As Chief Operating Officer and Strategic Advisor, he connects the firm’s people, systems and priorities to strengthen execution and the client experience.
Kevin helps you translate business goals into clear operational priorities and coordinated next steps.
Discuss my business goals
Tax Resolution & Implementation Specialist
Barbara brings more than 10 years of IRS experience, including her work as a Revenue Officer, to tax resolution and strategy implementation. Her firsthand understanding of IRS collection procedures, case documentation and outstanding tax matters informs a methodical approach to case research and preparation. She organizes the facts, clarifies documentation needs and coordinates implementation with the team across federal and state tax matters.
Barbara supports you through IRS case resolution by clarifying documentation requirements, organizing case details and coordinating the next steps with the team.
Get help with an IRS matter
Executive Administrator & Private Client Coordinator
Natalia coordinates service for Jacobson Accounting’s advisory clients, executive assistance and administrative follow-through with discretion and personal attention. Her international experience includes student advising and English and Spanish instruction for senior executives in Colombia and Dubai, including members of Emirati and Saudi royal families.
Natalia coordinates your advisory meetings, communications and follow-through with Daysi and the team, keeping your priorities and next steps clear.
Coordinate my client experience
Senior Tax Compliance Account Manager
Michelle brings bookkeeping and tax preparation experience, studies at the University of North Florida and bilingual communication to her role as Senior Tax Compliance Account Manager. She connects accurate financial records with organized tax preparation, coordinating documents, preparation and filing with the team. Her attention to detail and steady follow-through help clients understand what is needed and keep their accounting and tax work moving forward.
Michelle keeps your accounting and tax preparation organized, explains what is needed and helps you stay prepared for each next step.
Ask about books or tax returns
Business Compliance Specialist
Julio is a retired U.S. Navy veteran with more than 20 years of service and an MBA in Human Resources. As Business Compliance Specialist, he brings structure, accountability and disciplined follow-through to payroll, sales tax, registrations and business filings. He coordinates the details behind essential business obligations, helping clients navigate requirements and keeping the team focused on the next action.
Julio helps you keep essential business filings and compliance responsibilities organized so you can focus on running your business.
Ask about payroll or complianceClient Services Coordinator
Brenda coordinates general client service, appointments and document requests for accounting and tax services. She connects clients with the appropriate team member and keeps routine requests and next steps organized.
Brenda guides you through scheduling, document submission and general inquiries so your accounting and tax matters move forward smoothly.
Coordinate my next stepStart with your goals. We help you find the right service and team, with a clear understanding of who provides each service.
Alignment Global Partners is our separate partner firm for executive advisory, business development, strategic partnerships, and nonprofit strategy and fundraising.
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 JWB division brings your family priorities, protection needs and future goals into a personal conversation about financial strategies, insurance and financial education.
Want to review your protection or connect financial decisions with your goals? Start here.
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.
The people, recognition and community moments that are part of our firm.
Woman in Business of the Year recognition and the people behind the journey.
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Supporting the designers, entrepreneurs and talent at the JaxFuse Fashion Show.
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Daysi at Hola Emprende & Business Expo 2025.
Read the storyRead the Ponte Vedra Recorder feature about Daysi’s work and community connections.
Read the storyTell us what is on your mind. We will connect you with the right next step for your accounting or tax needs.
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