MJ Mortgage & Tax Services Inc.
MJ Mortgage & Tax Services Inc.

MJ Mortgage & Tax Services Inc.

$50/hour
estimated cost


Responds within a day

Introduction: I take great pride in providing every one of our clients with that extra personal touch!!!! I really enjoy working with all of my clients and assisting them with preparing for retirement and planning for all the different life events that happen along the way. I also enjoy doing tax planning with them each year so that we don't have any major surprises come April 15th.
Overview

Hired 143 times

Serves Canonsburg, PA

Background checked

Verified business

License verified

1 employee

16 years in business

Payment methods

This pro accepts payments via Cash, Credit card, Square cash app, Venmo, and Zelle.

Top pro status

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2016

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2019

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Reviews

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

Exceptional 5.0

92 reviews

5
97%
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Read reviews that mention:


pro avatar
Ryan M.
Jan 26, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Mark really helped me understand my tax situation. He responded quickly and we're were on the phone the next day. I got all my questions answered in less than 24 hours of contacting him! I am very happy with the service and will keep Mark in mind for future accounting needs.
Accounting
pro avatar
Brian S.
Feb 7, 2018
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Hired on Thumbtack

Hired on Thumbtack

Awesome experience with Mark. This was the first time we’ve used an accountant to do our taxes— we’ve always used TurboTax. We literally signed the form yesterday to submit our taxes and we got our refund today. Mark is very easy to work with and even provided us potential scenarios for how our taxes may look next year with the new tax reforms.
MJ Mortgage & Tax Services Inc.'s reply
Thank you for the review!! It was a pleasure working with you both and glad you were happy with the service!! I look forward to working with you in the future.
Individual Tax Preparation
pro avatar
Greg s.
Oct 7, 2021
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Hired on Thumbtack

Hired on Thumbtack

Mark was very well organized and responsive to questions. Very efficient as well
Individual Tax Preparation
pro avatar
Tammy B.
Sep 15, 2021
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Hired on Thumbtack

Hired on Thumbtack

Brilliant. Mark knew exactly what he was doing and did it effortlessly. Very knowledgeable.
Individual Tax Preparation
pro avatar
Firas C.
May 24, 2020
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Hired on Thumbtack

Hired on Thumbtack

Absolutely great to work with you Mark. I am happy and grateful to continue working with you. The entire process was fast and easy. I would recommend him to anyone looking for a tax assistant and will use his service again..
Individual Tax Preparation
Credentials
License

License Type: Financial Broker (FINRA) (PA)

Business Verified

MJ Mortgage & Tax Services Inc. verified

Background Check

Mark Juzwa

FAQs

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

    For our financial planning clients, the initial meeting and consultation is complimentary. This way I can meet with you and let you tell me what your goals and needs are and see if we are a good fit for one another. For my tax preparation services, I have a standard pricing system. For a simple non complex return my charge starts at $180 for Federal, State and Local tax preparation. For a Business return it starts at $225 and for any kind of accounting services it is a flat rate of $50 per hour.

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

    I usually have a phone conversation or an initial meeting to discuss their needs and their specific situation. After the initial conversation if they are interested in moving forward and working with me, then we will schedule a follow up meeting to address and go over their concerns and services we discussed. And if it is more convenient for them I usually am able to come and meet with them in the comfort of their home or office. For the tax season, I provide my new clients with a Tax Organizer that will help them gather all of their tax information.

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

    I have a been doing financial planning for 10 years now and taxes for 22 years and annually complete the Annual Filing Season Program required by the IRS. I also have a Bachelors degree in Accounting from Robert Morris University.

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