Get your filing picture in order.
Income, documents and filing obligations: we connect the details so your individual or business return starts with a clear picture.
Explore preparation →Address what is overdue.
Plan for what comes next.
From overdue returns and IRS questions to accounting and tax planning: start with the problem you need to solve.
YOUR STARTING POINT
Three needs. One team connecting the details.
A return reports what happened. Planning prepares you for the next decision. Resolution addresses what is unresolved. We help you identify where to begin.
See the tax impact before you decide.
A current-year projection helps you evaluate upcoming decisions. We identify options, documentation and practical implementation steps.
Explore tax planning →Know your next step with the IRS.
A notice or unresolved tax matter calls for a clear view of the facts and deadlines. We organize the case and coordinate the response within your engagement.
Explore IRS resolution →01
Individual tax preparation
Prepare your individual return with a clear review of income, deductions, credits and filing requirements.
Discuss your needs02
Business tax preparation
Coordinate business and nonprofit returns with your books, entity structure and filing obligations.
Discuss your needs03
Business compliance
Keep payroll, sales tax, business registrations and recurring filings organized and on track.
Discuss your needs04
Accounting & financial reporting
Reliable accounting turns your financial information into a foundation for better decisions. We keep your records organized, your reporting clear and your accounting connected to your tax strategy.
- Ongoing business accounting
- Financial statements and reporting
- Accounting cleanup and tax coordination
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Tax planning & projections
We estimate this year’s tax liability using your income, business results and expected changes, so you can plan ahead. We recommend strategies tailored to your goals, with estimated impact, timing and clear next steps.
A plan you can put into practice.
- ProjectConnect income, business results and expected changes.
- EvaluateCompare suitable strategies, requirements and timing.
- ImplementDefine next actions and review progress within your service scope.
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Tax strategy implementation & monitoring
We help coordinate the elections, documentation, payroll changes and other steps needed to implement your selected strategies. Within your agreed service scope, we review implementation progress, changes in income and projected taxes, and upcoming deadlines. We discuss adjustments as your business or personal circumstances change.
Discuss your needs07
IRS tax problems: resolution & representation
Life happened. Your tax situation does not have to stay stuck. Whether you fell behind on returns, received a notice, owe a balance or disagree with an IRS decision, we help you understand where you stand and build an informed path forward.
An IRS notice, examination, or unresolved tax issue can leave you unsure what to do. We review the facts, clarify deadlines, and explain the next steps. Drawing on Daysi’s experience as a former IRS Revenue Agent, we coordinate communication and representation based on the matter and agreed service scope.
- IRS notices and correspondence
- Audit and examination representation
- Unfiled and overdue returns, with a plan to get current
- IRS balances and collection matters
- Appeals and disputed IRS decisions
- Prior-year tax issues and resolution planning
Available options depend on the facts and eligibility; no particular outcome is guaranteed.
From uncertainty to a clear next step.
- UnderstandReview the notice, affected years and response deadlines.
- OrganizeGather the case history and documents needed to assess the issue.
- CoordinateAgree on representation, communication and next steps.
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International taxation
A clear U.S. tax perspective for lives and businesses that cross borders. We guide individuals and businesses through the U.S. tax implications of international income, ownership and activity.
- U.S. tax matters for individuals living or investing across borders
- U.S. reporting considerations for foreign income and assets
- Cross-border business tax planning and compliance
YOUR TEAM AT WORK
Experience that becomes practical support.
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.
Two IRS perspectives
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.
Preparation connected to compliance
Michelle connects accounting records with tax preparation. Julio coordinates payroll, sales tax, registrations and business filings. Documentation and implementation stay part of the conversation.
People keeping the work connected
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.
Advanced Tax Planning & Strategy
A personalized review of your income, business, real estate and goals. We identify suitable strategies, estimate their impact and define a clear implementation path.
Cost Segregation & Real Estate Tax Planning
Evaluate whether a cost segregation study fits your property, tax position and ownership plans. We coordinate study findings with depreciation reporting and implementation.
Discuss this strategyS-Corporation & Entity Planning
Review entity tax treatment, elections and owner compensation together, including reasonable compensation requirements for S-corporations.
Discuss this strategyAccountable Plans & Business Reimbursements
Build a documented approach to reimbursing eligible business expenses, with clear policies, substantiation and ongoing records.
Discuss this strategyFamily Employment & Payroll Planning
Evaluate legitimate family roles, appropriate compensation, payroll obligations and documentation as part of your business tax plan.
Discuss this strategyRetirement Plan Design & Tax Coordination
Compare retirement plan options, including profit-sharing and defined-benefit plans where appropriate, with specialist coordination for plan design and administration.
Discuss this strategyCharitable Giving & Tax Planning
Connect your charitable goals with contribution timing, eligible organizations, deduction considerations and the records your tax return requires.
Discuss this strategyEach strategy is evaluated against your circumstances, eligibility, documentation and applicable tax rules.
Request a Personalized Tax Strategy AssessmentHOW 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.
Current-year tax projection
We estimate this year’s tax liability using your income, business results and expected changes, so you can plan ahead.
Personalized recommendations
We recommend strategies tailored to your goals, with estimated impact, timing and clear next steps.
Tax strategy implementation & monitoring
We help coordinate the elections, documentation, payroll changes and other steps needed to implement your selected strategies.
Ongoing monitoring
Within your agreed service scope, we review implementation progress, changes in income and projected taxes, and upcoming deadlines. We discuss adjustments as your business or personal circumstances change.
Start wherever you need support. You do not have to wait until your next tax return to begin planning.
Let’s build your tax planA few things you may be wondering.
Where do I start?
Start with a conversation. Share your priorities and we will discuss the appropriate next step and engagement scope.
Can you work with my business and personal taxes?
We work with individuals, business owners and organizations. We can discuss how your accounting and tax needs fit together.
How do I send documents?
Use our secure client portal. Please do not send sensitive documents through ordinary email or chat.
Do you speak Spanish?
Yes. Our team can assist you in English and Spanish.
What does monitoring include?
We review progress, documentation, deadlines and changes that may affect your plan. Review frequency and responsibilities are defined in your service agreement.
Do I have to start with tax preparation?
No. You can begin with planning, a projection or help implementing a strategy. We first agree on your needs and the scope of work.
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 needsRestaurants & hospitality
Accounting, payroll, sales tax and tax planning to help you understand your numbers and manage your obligations.
Talk about your needsProfessional services & consultants
Individual and business tax preparation, accounting and planning that connect your business with your goals.
Talk about your needsBusinesses & entrepreneurs
Business registrations and filings, accounting, compliance and tax planning. Operations and growth consulting through Alignment.
Talk about your needsDon’t see your industry? Tell us what you need and we will help identify the right service.
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.
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
- Share your goals. Tell us what you are building and what is getting in the way.
- Talk with Alignment. Discuss your priorities and where support would be most useful.
- 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
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.
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.
PROACTIVE TAX PLANNING • ACCOUNTING • U.S. TAX COMPLIANCELet’s make your
Let’s make your
next step clearer.
Tell us what is on your mind. We will connect you with the right next step for your accounting or tax needs.
Start a conversationQuestions before we begin
How is tax planning different from tax preparation?
Tax preparation reports what happened during a tax year. Tax planning looks ahead at your income, business and upcoming decisions. Our team can help with projections, a personalized plan, implementation and follow-through.
Do you work with individuals and business owners in Jacksonville?
Yes. Our Ponte Vedra Beach practice supports individuals, business owners and organizations in Jacksonville and North Florida. We provide tax preparation, accounting, business compliance and proactive tax planning.
Can you help with complex tax matters or an IRS notice?
We provide individual and business tax preparation, international taxation, and IRS representation and resolution. Daysi brings 10 years of IRS Revenue Agent experience. Tell us about your situation so we can discuss the appropriate scope and next steps.
Who provides accounting versus business growth advisory?
Accounting and tax engagements are with Daysi Jacobson Accounting LLC. Alignment Global Partners is our separate partner firm for business strategy, executive advisory, partnerships and nonprofit strategy and fundraising.
How do I start?
Schedule a conversation or contact our team with your goals and important dates. We confirm the appropriate service and scope before beginning an engagement. Existing clients can share documents through the secure client portal.