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MJ Tax Services LLC
MJ Tax Services LLC

MJ Tax Services LLC

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: MJ Tax Services is an experienced, results oriented boutique accounting firm that specializes in corporate, partnerships and LLC's. We provide a vast array of accounting/tax services to businesses and individuals. Our industry experience includes Retail, Construction, Sales/Marketing, Real Estate Sales, Real Estate Brokers, Real Estate Investors, Day Traders, and many others. Mark Jacobson is part owner along with his wife, Kristen. Mark has 15 years experience in the areas of accounting, tax, operational finance, retail/corporate senior management and business entrepreneurship. The majority of that time he spent working for a well respected Fortune 500 company and a private well-known/respected manufacturer. His main priority is to show results, doing so legally/ethically, while serving the client and their needs. Expectations are key so both sides are on the same page regarding the amount of time involved and the cost of the project are understood. Some of our competitors may be cheaper but we will never cut corners and will work tirelessly until you are completely satisfied.
Overview

Current Top Pro

Hired 61 times

Background checked

3 employees

4 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, PayPal, Venmo, Zelle

Social media

Facebook, Twitter

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

8 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

37 reviews

5
97%
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Read reviews that mention:


Reinaldo G.

Accounting

I do my own accounting with QuickBooks online and I am quite good at it. Today but I ran into a problem and could not figure out how to fix it. After 3.5 hours of tutorials and YouTube videos all I had was a bigger problem. That is when I decide to call Mark. He solved in 20 minutes what I could not in half a day. He is a master of his craft. Will definitely call him again.
Oct 16, 2020
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Verified
Steve B.

Accounting

Very professional, stop looking for accountants , and hire Mark. Very reasonable in price. I have a C-Corp.and he was more than Knowledgeable in completing the task, hope you will be as happy I was In my tax preparation done by him. You be a client for years to come.
Jun 25, 2020
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Verified
Jay j.

Accounting

Mark is what the standard should be for an accountant. After endless searching and not being able to use my accountant because he would need me to come to his office 100 miles away I had to look else where and I found a diamond in the rough. Mark immediately to action on my buisness and personal taxes. This man is a complete gentleman. He is structured, sound and complete. He treats you like family. He prices are competitive and complete value all the way around. I could not be happier. Do not look else where go to Mark you will be happy guaranteed.
Jan 21, 2020
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Verified
Courtnie C.

Individual Tax Preparation

I think if I were to sum up my situation before reaching out to MJ Tax Services, it would have been 'Hot Mess Express'...but seriously. Mark was incredibly helpful, attentive, and proficient. Taxes had literally been keeping me up at night. I didn't understand what information I needed for our small business to stay on the up and up with Uncle Sam. Mark, explained everything super clearly, didn't make me feel like an idiot (even though I am pretty sure the shoe would have fit) and was really reassuring. I am looking forward to continuing to use him for our small business and personal taxes. I was super nervous/embarrassed/ashamed letting someone into my disastrous tax situation but I am so happy I found Mark to save the day. Thank you!
Jan 15, 2021
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Verified
Laurie T.

Accounting

This was my first time with MJ Tax Services LLC and it was a great experience. Great communication, explained everything and was very professional.
Oct 15, 2020
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Verified
Credentials
Background Check

Mark Jacobson

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Our main goal is to be fair and transparent. We provide an estimated "base fee" cost of the project; however, pricing really depends on the time involved and the complexity of the job. We also do our best to provide the most accurate price possible based on the information that we have at the time; if unexpected information is presented the price could increase accordingly. Flat fees often can be provided for services like income tax preparation and monthly bookkeeping services among others.

  • What is your typical process for working with a new customer?

    The first step typically involves asking multiple questions and depending on the project those up-front questions could fluctuate. Then, after getting a good assessment of the customer's needs/situation, we can meet in person to complete the agreed upon fee or if remote, my fee can be paid in a variety of ways. Then, an exchange of necessary documents will occur either in person or via email if remote. After the service is complete, I always like to walk the customer through the final work product and also return any documents to the customer if requested. Any follow up questions are always returned in a timely manner.

  • What education and/or training do you have that relates to your work?

    I have an MBA with a concentration in Finance from a well respected/fully accredited University where I graduated at the top of my class. I'm certified through the IRS and a QuickBooks certified accountant and ProAdvisor. Currently pursuing my CPA. Former Tax Manager at a well respected Fortune 500 Company. Also, I was a former Tax Professional at a large, well respected tax firm with hundreds of hours of training and passed many levels of certifications. I have CPA's that work for me and also have access to a licensed Tax Attorney.

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