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Hired 127 times
14 years in business
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Individual Tax Preparation
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.Feb 7, 2018VerifiedMJ 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.
Taxes have always been the most stressful part of running my business, and Mark was the person to finally put me at ease. I can't say enough good things about his services he provided me. I very highly recommend. Mark is amazing!Dec 26, 2019Verified
I contacted Mark and he immediately contacted me back. Great service from Mark. His work is very professional at an affordable price. Would definitely use again!May 18, 2019Verified
He was very professional and broke down all of my tax questions and problems and gave solutions to help me correct the problemOct 26, 2018VerifiedMJ Mortgage & Tax Services Inc.'s reply
It was a pleasure meeting you yesterday and glad I was able to assist and answer all your questions and looking forward to working with you this upcoming tax season!!!
Mark is really fantastic! He is very communicative and he strives to make sure that I am aware and understand what he's doing or what I need to do when it comes to my small business taxes. He's very organized, punctual, and easy to work with. Mark really saved me on my first bout with sales tax and he went out of his way to resolve my questions and issues with the City of Pittsburgh, too. I highly recommend him!Oct 20, 2014Verified
License Type: Financial Broker (FINRA) (PA)
MJ Mortgage & Tax Services Inc. verified
- 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 $175 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 $40 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.