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About
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 158 times
6 similar jobs done near you
Background checked
Verified business
1 employee
20 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, Square cash app, Venmo, and Zelle.
Top Pro status
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2019
2018
2017
2016
Services offered
Employment status
Customer is self-employed
Customer is not self-employed
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
100 reviews
5
97%
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Read reviews that mention:
Phil S.
Mar 27, 2025
•
Hired on Thumbtack
Mark came to our home and filed our taxes, took his time to answer any questions we had and has very reasonable fees. I highly recommend Mark.
Individual Tax Preparation
Tim E.
Apr 15, 2017
•
Hired on Thumbtack
This year was a little more complicated for us tax-wise so I tried Mark at MJ. He did a great job for us. Very organized and knowledgeable. We received large-scale firm quality service at a very reasonable price. We will be using him again for our taxes and I recommend him if you are looking for tax prep help.
Individual Tax Preparation
Brian S.
Feb 7, 2018
•
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
Mitchell K.
Mar 11, 2017
•
Hired on Thumbtack
Mark was super responsive, knowledgeable, and easy to work with. He had my taxes completed in record time! I highly recommend him for tax services.
MJ Mortgage & Tax Services Inc.'s reply
Thank you for the review!!! It was nice meeting you and look forward to working with you again!!!
Individual Tax Preparation
Sharon C.
Mar 5, 2017
•
Hired on Thumbtack
Mark was crisp and efficient. I handed him a bunch of (mostly) sorted tax-related paperwork and he sorted it all out at my house, then mailed me my returns, marked up clearly for signing and sending, about 2 weeks later. I ended up needing 2 amended returns and 4 current returns. Mark was thorough and easy to work with.
Individual Tax Preparation
Credentials
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.
