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

MJ Mortgage & Tax Services Inc.

$180
estimated cost


Zip code
Special tax situations

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

6 similar jobs done near you

Background checked

Verified business

License verified

1 employee

16 years in business

Payment methods

Cash, Credit card, Square cash app, Venmo, Zelle

Top pro status

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Jul - Dec

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All year

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Featured Projects

5 photos

Specialties
Special tax situations

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Reviews

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

Exceptional 5.0

92 reviews

5
97%
4
3%
3
0%
2
0%
1
0%

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
Firas C.
May 24, 2020
·

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
pro avatar
Dwayne Z.
Mar 9, 2020
·

Hired on Thumbtack

Hired on Thumbtack

This was my first experience hiring a professional through thumbtack and it was a great experience. Mark Juzwa arrived promptly at our scheduled appointment and completed our taxes in a short amount of time, but was very thorough and knowledgeable. He took the time to explain them to us. He is personable yet professional, and his services are reasonably priced. I would highly recommend him!
MJ Mortgage & Tax Services Inc.'s reply
It was a pleasure meeting and assisting you with your tax needs. I appreciate the business and the 5 star review and look forward to working with you for many years to come.
Individual Tax Preparation
pro avatar
Diane L.
Feb 17, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Mark did a great job on our start up LLC tax return. He had the return completed in minimal time and his price was very fair. Will definitely use him again!
MJ Mortgage & Tax Services Inc.'s reply
Thank you, Diane for the review. Looking forward to a nice long term business relationship and working with you for years to come.
Accounting
pro avatar
Isabel B.
Feb 16, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Mark was absolutely great. He came to my home, he was on time, professional, and friendly. It took him about an hour to complete my taxes. When they were done, he explained everything to me. He is definitely worth what he charges and more. The ease of not having to worry about who is going to my taxes and do it right is invaluable. The convenience alone is great too. Mark will be doing my taxes from now on. Thank you so much Mark.
MJ Mortgage & Tax Services Inc.'s reply
Thank you very much for the review Isabel. It was a pleasure meeting you and assisting you with your tax preparation needs. I am very appreciative of the review and glad to hear that you really enjoyed working with me and the service I provided you. Look forward to next year already!!!!
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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