JAS
Client Portal
Jacobs Administrative Services
© 2025 Jacobs Administrative Services · Secure & Encrypted
JAS
Client Portal
Jacobs Administrative Services

Good morning, —

Tax Year 2025 · Welcome back

🚧 This portal is still in development. Things may change or improve over time.
My Information
Contact info & details
Up to date
Appointments
Schedule & availability
No appointment
Client Information Worksheet
CIW, deductions & uploads
Action needed
Current Progress
Track your return
Stage 1 of 9
Communication
Chat with your tax preparer & team
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My Information

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Email —
Phone —
Address —
Occupation —
Filing status —
Tax preparer —

Appointments

Enter your appointment ID to add it here
Don't have an appointment yet? Book one here.

Your Personal Availability

When can we reach you outside of the appointment time just in case we can get to you sooner, or appointments get delayed?
Select a day above to set your available times

Client Information Worksheet

ℹComplete the four sections below, then generate your CIW. The checklist and upload can be done at any time.
Client Information Worksheet
Verify your personal info is complete
Personal Deductions
Medical, mortgage, charitable & more
Business Deductions
Business expenses & 1099 income
Dependent Information
List your dependents
Gather & Submit Documents
Document Checklist
Email yourself a list of docs to gather
Secure Encyro Upload
Securely submit your tax documents

Personal Info

Personal Deductions

ℹAll fields default to $0.00. Update any that apply to you, then save. Changes are saved automatically.
Prescriptions
Health Insurance
Dental
Dental Insurance
Vision
Vision Insurance
Doctor Co-Pays
Hospital Visits
Eyeglasses
Contact Lens
Medical Supplies
Mileage
Lab / X-Rays
Property Taxes
Mortgage Interest
Car Tags
Tithes
Offering
Non-Cash Contributions
Student Loan Interest

Business Deductions

⚠If you have a business or received any 1099 income — even outside a formal business — you are required to complete this section.
I do not have a business
I did not receive income on a 1099 — I only got paid on a W-2, or I am retired
Or select your income type:

Dependent Information

Will you be claiming any dependents this year?

Document Checklist

ℹClick below to email yourself a copy of our document checklist. It will be sent to the email address we have on file.
What to gather before uploading
W-2s · 1099s · Childcare expenses · Mortgage interest statement · Dependent SSN cards · Work-related expenses · Medical & dental expenses · Business mileage · Education expenses · Real estate taxes · Charitable donations · Health insurance proof (1095-A / 1095-C) · Rental income · Student loan interest · IRA contributions

Secure Upload

🛑 Do NOT email documents to documents@jacobsadmin.com, support@jacobsadmin.com, or directly to your tax preparer. This secure upload method ensures no documents get overlooked in your filing process.
How it works
Click the button below to open our secure Encyro upload portal in a new window. Upload all of your tax documents there. Once you have finished uploading, come back here and confirm below.
You can upload your documents in three easy steps
1. Enter your email address. If you do not have an email address, enter [yourfirstname]@noemail.com
2. Enter your name
3. Drag and drop your documents, or take a picture of them with your phone
Please make sure that the image is perfectly aligned in the photo and not at an angle
Please do not skew the documents, get too close, or too far from the document

Current Progress

ℹSelect a filing below to see its progress.

Communication

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