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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.
Find a locationWhen 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.
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
Find out why our clients trust us
most, year after year
4.8 out of 5 star rating
"Great service. Knowledgeable tax preparer. I walked away feeling good about switching to Jackson Hewitt."
"It's fast and convenient, especially when you have children. I love that you can go grocery shopping and drop off your tax stuff and finish shopping."
"The experience was quick and easy. A lot better than my past years with another tax service."
"Fast, easy, and convenient. Took very little time to complete my taxes, and I had enough time to go shopping."
Actual customer testimonials. Sweepstakes entry offered.
Find a Jackson Hewitt location near you
Over 5,200 locations nationally.
Because trust, guarantees, convenience & money all matter
Ratings from Google Reviews as of 8/5/25.