May 17, 2018 Leave a Comment

Updating Client Contact Information

MJW EA & Company LLC 2018

We are getting ready to move our data to a new software program and would like to ensure that we have your most up-to-date contact information when we make the switch. Please take a minute to fill out this form and provide us with your current information. If you’re a business owner, please be sure to include contact information for your company as well. We’re excited about our new system which will include a secure client portal, allowing for on-demand retrieval your tax and/or business information. Stay tuned for more information! Thank you.

Client Contact Information

Taxpayer First Name
Taxpayer Last Name
Taxpayer Preferred Email
Taxpayer Alternate Email
Taxpayer Preferred Phone Number
Taxpayer Alternate Phone Number
Taxpayer Home Address
Street Address Address Line 2 City State / Province / Region
Zip Code
Spouse First Name
Spouse Last Name
Spouse Preferred Email
Spouse Alternate Email
Spouse Preferred Phone Number
Spouse Alternate Phone Number
Spouse Home Address
Street Address Address Line 2 City State / Province / Region
Zip Code
Spouse Mailing Address
Street Address Address Line 2 City State / Province / Region
Zip Code
Company Name
Contact Person
Preferred Email
Alternate Email
Preferred Phone Number
Alternate Phone Number
Company Address
Street Address Address Line 2 City State / Province / Region
Zip Code
Company Mailing Address
Street Address Address Line 2 City State / Province / Region
Zip Code

Are you a new Client? Call 203.245.6175 to get started.
We are here and happy to help you with all of your personal finance, tax, small business and estates and trusts needs! Start easing your stress today by calling or emailing.

COVID-19 Related News and Updates

Check here for the most recent updates we have gathered regarding the impact of COVID-19 and taxes, personal finance and planning.

We are also going to be providing – and updating – links to get you the most up-to-date information on changes.

Regarding the PPP (Paycheck Protection Program), please note:

Because we are not “authorized agents” for purposes of completing loan applications, we are not able to complete the actual loan applications for our clients. At this point, there is limited and unclear guidance available for the loan process. We will do our best to provide information and/or documentation requested by the lenders that we have access to as your bookkeepers/accountants and/or tax preparers, but we are unable to assist with the actual loan application or loan amount requests. There are severe penalties for misrepresentation. These documents must be signed under penalty of perjury and we take that responsibility very seriously.

Get My Payment (Economic Impact Payment) status checking tool: https://www.irs.gov/coronavirus/get-my-payment

Senator Chris Murphy’s Page: https://www.murphy.senate.gov/coronavirus

From the IRS, those who would have had to take an RMD have been given relief for 2020. Official policy can be found here: https://www.irs.gov/pub/irs-drop/n-20-06.pdf

For those with student loans, check out this site for FAQs on relief in 2020: https://studentaid.gov/announcements-events/coronavirus and https://patch.com/connecticut/across-ct/ct-coronavirus-payment-relief-student-loan-borrowers-lamont

SBA Loan Info: https://www.sba.gov/page/coronavirus-covid-19-small-business-guidance-loan-resources

CT Department of Labor

CT DMV is extending license renewals: https://portal.ct.gov/DMV/Easy-Answers/Easy-Answers-Webpages/How-to-Renew-Your-Drivers-License

IRS FAQs on the stimulus payments: https://www.irs.gov/newsroom/economic-impact-payments-what-you-need-to-know

Employee Retention Credit: https://www.irs.gov/newsroom/faqs-employee-retention-credit-under-the-cares-act

CT Program for minority and female-owned businesses (It’s a 0% line of credit with forgiveness if used for certain types of expenses within 3 months): https://www.hedcoinc.com/state-of-ct-hedco-decd-covid-19

The IRS has suspended their collections process during COVID-19. Click here to read the updates: https://www.taxprotoday.com/news/irs-hits-the-brakes-on-collections-in-response-to-the-coronavirus

2020 Year-End Letter

We envision a somewhat different tax season here at the Madison office of National Tax and Finance, formerly MJW EA & Co LLC, as 2021 is rapidly approaching. Due to COVID19, as well as advanced technology, we are encouraging our clients to use our Canopy portal to deliver their tax, financial and personal documents. It […]

Updating Client Contact Information

Client Contact Information

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