Jackson & Associates Bookkeeping & Tax Services

Jackson & Associates Bookkeeping & Tax Services Jackson & Associates Bookkeeping & Tax Services is your region's premier choice for professional tax services!

We are a full-service tax, accounting, payroll processing, and bookkeeping firm, also specializing in an array of business services such as nonprofit formation, 501(c)(3) assistance, and IRS negotiations. Our experts bring over 30 years of industry experience to the table and our goal is to become nationally recognized as Jacksonville's accounting firm of choice for providing top-notch, comprehens

ive financial and professional services to individuals and businesses, while also providing a working environment where staff members can grow and succeed in achieving their lifelong goals. OUR COMPREHENSIVE LIST OF SERVICES:

• Taxes
o Tax Preparation
o Tax Planning
o Notary Services
o Payroll
o IRS Payment Plan
o Tailored IRS Assistance (i.e. help with your IRS issues)

• Bookkeeping
o For For-Profit and Non-Profit Businesses (e.g. Churches, Small Businesses,
Self-Employed Individuals, Partnerships, LLCs, and Corporations)
o Annual 1099 and W-2 Processing
o Bank and Charge Card Reconciliations
o Preparation of Monthly Financial Statements
▪ Profit & Loss
▪ Trial Balance
▪ Balance Sheets
▪ Statement of Cash Flows
▪ Detailed account activity reports (for any period or range of time)

• Business Services
o Assessment of Current Recordkeeping
o Cleanup of for existing companies
o Initial setup for new companies
o 501(c)(3) formation assistance
o Financial planning and budgeting
o Tax problem resolution
o IRS negotiations
o Compilations and review

04/15/2026
The IRS will continue some operations, but it appears that many aspects will be negatively affected by the lack of Congr...
10/10/2025

The IRS will continue some operations, but it appears that many aspects will be negatively affected by the lack of Congress to come to a budget agreement.

The tax agency has furloughed nearly half of its workforce as the government shutdown persists.

05/14/2024

IR-2024-139: Consumer alert: IRS warns taxpayers they may be scam victims if they filed for big refunds; misleading advice leads to false claims for Fuel Tax Credit, Sick and Family Leave Credit, Household Employment taxes Internal Revenue Service (IRS) sent this bulletin at 05/14/2024 10:05 AM EDT....

02/03/2024

If you claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), you can expect to get your refund by February 27 if:

You file your return online
You choose to get your refund by direct deposit
We found no issues with your return
However, some taxpayers may see their refunds a few days earlier. Check Where’s My Refund for your personalized refund date. Where's My Refund should show an updated status by February 17 for most early EITC/ACTC filers.

Additionally, your financial institution may need time to accept your direct deposit or issue a debit card. Many institutions don’t process payments on weekends or holidays. So, if you file early, be aware of federal and local holidays that may affect how soon you get your refund.

01/19/2024

Hello,

I just wanted to post this notice so that all my clients, family & friends will be aware of the new filing & refund releasing information is available.

2024 tax filing season set for January 29 as the start date for returns to be accepted. Most refunds will be issued in less than 21 days; EITC refunds for many available starting February 27
Many different factors can affect the timing of a refund after the IRS receives a return. Although the IRS issues most refunds in less than 21 days, the IRS cautions taxpayers not to rely on receiving a refund by a certain date, especially when making major purchases or paying bills. Some returns may require additional review and may take longer. The easiest way to check a refund's status is by using Where's My Refund? on IRS.gov or the IRS2Go app.

Under the federal Protecting Americans from Tax Hikes (PATH) Act, the IRS cannot issue Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC) refunds before mid-February. Where's My Refund? should show an updated status by February 17 for most early EITC/ACTC filers. The IRS expects most EITC/ACTC related refunds to be available in taxpayer bank accounts or on debit cards by February 27 if they chose direct deposit and there are no other issues with their tax return.

01/01/2024

Happy New Year...

FUNERAL ANNOUNCEMENT
It is with deepest heartfelt sympathy I want to inform you about the death of our beloved friend and sometimes enemy Mr. 2023. He is survived by 12 wives, 52 children and 365 grandchildren. The funeral took place on Sunday, 31st of December at 11:59 pm. His family members asked me to inform you that he died with ALL your problems, sickness, disappointments, frustrations, untimely deaths, shame, disgrace, barrenness, discouragement, failures, and rejections. Yet, his successor, Mr 2024, asked me to inform you that he is going to compensate you with: Life, good health, abundant blessings, peace, joy, righteousness, promotions, and breakthroughs.
YOUR GREATER IS COMING!!! May God Bless you to have a prosperous New Year!! 😗

FinCEN Extends Deadline for Companies Created or Registered in 2024 to File Beneficial Ownership Information ReportsThe ...
11/29/2023

FinCEN Extends Deadline for Companies Created or Registered in 2024 to File Beneficial Ownership Information Reports

The Financial Crimes Enforcement Network (FinCEN) is extending the deadline for certain reporting companies to file their initial beneficial ownership information (BOI) reports. Specifically, reporting companies created or registered in 2024 will have 90 calendar days from the date of receiving actual or public notice of their creation or registration becoming effective to file their initial reports.

This extension will give reporting companies created or registered in 2024 more time to become familiar with FinCEN’s guidance and educational materials located at https://www.fincen.gov/boi, and to resolve questions that may arise in the process of completing their initial BOI reports.

Reporting companies created or registered before January 1, 2024, have until January 1, 2025, to file their initial BOI reports with FinCEN, while reporting companies created or registered on or after January 1, 2025, will have 30 calendar days to file their initial BOI reports after receiving actual or public notice of their creation or registration becoming effective.

FinCEN will not accept BOI reports from reporting companies until January 1, 2024 — no reports should be submitted to FinCEN before that date.

News Release: https://www.fincen.gov/news/news-releases/fincen-extends-deadline-companies-created-or-registered-2024-file-beneficial

Federal Register Notice: https://www.federalregister.gov/public-inspection/2023-26399/beneficial-ownership-information-reporting-deadline-extension-for-reporting-companies-created-or

FinCEN’s BOI Webpage: https://www.fincen.gov/boi

Starting January 1, 2024, many companies will be required to report information to the U.S. government about who ultimately owns and controls them.

11/24/2023

To all our family & friends

09/14/2023

Notice to all my clients with employees in Florida. The minimum wage will increase to 12.00 effective September 30, 2023. Please make any necessary changes.

Address

1705 E Adams Street
Jacksonville, FL
32202

Opening Hours

9am - 5pm

Alerts

Be the first to know and let us send you an email when Jackson & Associates Bookkeeping & Tax Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jackson & Associates Bookkeeping & Tax Services:

Share

Category