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Need tax help? Get fast tax assistance at Jackson Hewitt. Find a location today.
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Tax planning & consultation services 2026
We believe that individual tax planning is a crucial step in reaching your financial goals. Our team of experts can provide a personalized tax consultation to fit your unique situation and help with your tax savings. Stop by your local Jackson Hewitt today.
TRUST. CONVENIENCE. EXPERTISE. YES!
Consult with a Tax Pro to plan your next tax season
A trusted Tax Professional near you is ready to help optimize your tax strategy to maximize your savings. We offer many different services for your tax planning, depending on your needs.
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Income review
We’ll look at your income sources such as your salary, self-employment income, and investments. We'll also evaluate your W-4 withholdings and see what deductions and credits you can take, given your tax bracket, and explore ways to reduce your tax liability.
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Deductions & credits
We’ll identify eligible deductions such as mortgage interest, charitable contributions, and medical and education expenses. We’ll also ensure you get qualifying credits like the Child Tax Credit (CTC) and the Earned Income Tax Credit (EITC).
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Schedule your tax planning
Book your spot to start your tax-planning journey and get help optimizing your tax savings, too. Meet with a Tax Pro in your community.
When to book your tax-planning & consultation appointment
Looking for the right tax assistance, tax-planning help, and tax consultation services near you? Look no further than your local Jackson Hewitt! No matter your tax situation, we’ve got you. Find a trusted Tax Pro in your neighborhood and book your consultation, for any tax situation.
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Recent life change
You’ve moved homes, started a new job in a new state, had a child, or had a major change to your income.
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Complex finances
Your investments are increasing, or you’re a gig-worker with multiple income streams, or managing rental properties, etc.
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Quarterly tax payments
You want to reduce how much you may owe the IRS annually and wonder if making quarterly tax payments is right for you.
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Expert second opinion
You believe your tax refund should be higher, or that another preparer missed crucial credits and deductions you qualify for.
What to bring with you!
Check out our handy document checklist for what you need to file.
Get tax planning help at Jackson Hewitt
Trusted Tax Pros are in your neighborhood and already understand your lifestyle. Find an expert near you to help with your personalized tax planning.
Get tax planning help in Walmart
We’re inside more than 2,600 Walmart stores during the busy tax season. Meet with a trusted Tax Pro in a private setting, even when you’re out running local errands.
IT’S WRITTEN IN THE STARS
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Find a Jackson Hewitt location near you
Over 5,200 locations nationally.
Because trust, guarantees, convenience & money all matter
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Need holiday money fast? Get ready for an Early Tax Refund Advance loan!
Be one of the first to know when you could get money in minutes (opens disclaimer). Sign up to know when you can book your appointment, and learn about our exciting new promotions, too. Plus, enjoy tax tips to help you get every dollar you deserve.
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Money in minutes
The Money Today Guarantee is only available to clients who (i) are approved for an Early Tax Refund Advance loan; and (ii) elect and are eligible to receive loan funds on a prepaid card. Loan available during hours of operation. Hours vary by location. Loan application must be submitted by 11pm local time. If funds are not credited to your card before 12am local time, Jackson Hewitt will credit $50 within 2 weeks to your card if available or provide you a $50 eGift card. Fees, terms, and conditions apply to the prepaid card. The Early Tax Refund Advance (ETRA) is a loan secured by, and paid back with, your tax refund and is offered by First Century Bank, N.A. Loan amounts are determined by your expected federal refund, less authorized fees and underwriting. Loan amounts are $300, $500, $1,000, and $1,500. To be eligible for the $1,500 ETRA loan, your expected federal refund, less authorized fees, must be at least $5,000. Most common ETRA loan amount approved is $300. ETRA loan is subject to underwriting and approval. Loan proceeds are typically available on the same day of approval, if disbursed on a prepaid card offered at Jackson Hewitt offices, or in 1-5 business days with direct deposit. Terms and restrictions apply. For details visit jacksonhewitt.com/loans. Jackson Hewitt is a Rhode Island Licensed Loan Broker and holds other relevant licenses for the locations where this product is offered. If approved, a finance charge applies except for residents of CT and NE.
