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203.245.6175

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Personal Property Declarations

Vote for Beary!

We need your help!  Please vote for Beary, the MJW EA & Company LLC entry in the Madison Chamber Scarecrow Contest.  He wants to let you know that “Taxes can be a bear, but we’re here to help!”

Mary Jo Walker EA

Take Control of Your Finances

“Taxpayers are recognizing that their financial vulnerabilities are most likely resulting from factors they can control,” according to new research released by Financial Finesse, a financial education company.

This is where we can help!

“Not surprisingly, gender, age, income and the presence of minor children are primary indicators of financial stress,” Financial Finesse reports. “Twenty-seven percent of women (compared to seventeen percent of men) reported high or overwhelming levels of financial stress. Similarly, one-fourth of U.S. workers under the age of 30 report the same severe levels of financial stress versus fourteen percent of those ages 55 and older, while thirty-seven percent of employees making less than $60,000 are similarly stressed compared to fourteen percent of those making more than $100,000. Twenty-nine percent of employees with minor children are feeling extreme financial stress compared with nineteen percent of those without minor children.”

With the economy on the mend, now is the time to take a look at your financial situation. How is your debt level? Do you have a savings cushion? What, if anything, are you contributing to your retirement fund?

While the initial review may cause an increase in stress levels (“Sheesh, I didn’t think we were in it this bad!”), or if you’re part of the way there (“We’re sort of okay; but we could be better!”), now is the time to sit with us and get your financial picture – and stress levels – under control.

The staff at MJW EA & Company LLC will offer plans to meet a wide spectrum of needs – from tracking your spending to picking the right retirement strategy.

This study showed that those who have taken these actions report having the lowest financial stress, whereas only twenty percent of U.S. workers with “overwhelming” financial stress report having a handle on their monthly cash flow.

As a registered Financial Consultant working with a team of tax professionals, MJW EA & Company LLC can – and wants – to assist with this process.

MaryJoWalker.com

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Our hours are Monday through Friday from 9a-5p.
We are also open for extended hours by appointment.
We look forward to working with you!