MJW EA & Company LLC

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Services

Tax Preparation, Taxpayer Representation ~ Small Business & Personal Accounting

MJW logo - tax preparation services

Tax Preparation and Taxpayer Representation Services

We provide an array of services that address the taxation needs of our clients. This includes timely filings as well as late filed returns and corrected returns,  and assistance in determining how to best pay your liabilities.  We pride ourselves on accuracy, timeliness, and sensitivity towards our clients. We are a no judgement zone!

The services we provide include:

Tax Preparation

    • Federal Individual Tax Returns – Form 1040
    • State Individual Tax Returns –CT, MA,ME,NY,NJ,NM (to name a few)
    • Federal and State Amended Tax Returns
    • Late filed – Federal and State tax returns
    • Estate and Trust Income Tax Returns
    • Partnership and Corporate Federal and State Income Tax Returns
    • Estimated Tax Payment Calculations

Other Tax Filings

    • Personal Property Declarations
    • Quarterly and Annual Payroll Tax Filings
    • Annual 1099 filings
    • Monthly, Quarterly and Annual Sales Tax Filings

Taxpayer Representation

    • Power of Attorney
    • Penalty Abatement and Resolution
    • Addressing Payment Alternatives for tax liabilities including Installment Agreements and Offers In Compromise
    • Audit Representation
    • Innocent Spouse Relief

Small Business & Personal Accounting Services

Tax Consultation & Preparation – We specialize in all of the taxes that affect your small business, such as income tax (sole proprietors, LLC’s, partnerships, S Corporations, Corporations), payroll tax, and sales tax.

Bookkeeping Services – We will perform monthly, quarterly, or annual reconciliations of your bank accounts, credit cards, and balance sheet accounts. We are also able assist you with preparing internal financial statements.

Personal Property Declaration – Our staff will be happy to help you complete your personal property declaration on an annual basis.

Business Advice – We can provide an in-depth analysis that factors in your present status as well as future goals in order to help you make fully informed business decisions.  We are always here to answer questions and offer sound advice that gives your business a competitive edge.  In addition, we can help with the setup of QuickBooks or Peachtree accounting systems.  We will not only set them up but we will also help you to understand how the system relates to and will work with your business.

 

Services Offered for You

Tax Consultation & Preparation – We are a full-service, year-round company that focuses on fully computerized federal and state tax preparation.

Personal Finance – We will help you plan for tomorrow today by preparing a comprehensive, easy to use budget; applying for financial aid for your college bound teen by helping you complete the FASFA; and calculating estimated tax payments, to name a few.  Our goal is to make your life easier.

Taxpayer Representation – Our staff will be there for you when you need it most.  We will help you by preparing penalty abatement requests, setting up installment agreements, or coming to an Offer in Compromise to settle your tax debt.  We have the ability to speak with IRS agents and officers about your personal situation.  We will work with them to settle your outstanding issues and obligations.  All of this will be strictly confidential.

 

Other Services Offered

Estate/Trust Services – We will help you plan for your financial future with confidence. We will advise you how to protect your finances today and for generations to come.  We also will complete tax returns relating to your trust or estate.

Domestic Partnerships – Mary Jo Walker is an ADPA (Acredited Domestic Partnership Adviser)   – She can discuss appropriate tax filing, retirement planning and wealth saving strategies with clients who are in registered domestic partnerships, civil unions, gay marriages or other similar formal relationships that are not considered “marriages” under state law.

Social Security Planning –  We will work with you, based on your financial and health situation, to help with claiming strategies to provide you added income for your retirement years, as well as provide services to help to minimize the tax effect by designing a withdrawal strategy so you can keep more of your hard earned money.

You may be unfamiliar with the cost of engaging professional tax representation services.  Our Fee Schedule of estimated fees provides guidance intended to assist you to make an informed decision.  A menu of fees creates a structure that treats all clients alike for similar services. This schedule is a guideline.  It is not a minimum or a maximum fee.

 

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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.

MJW EA & Company LLC icon

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

 

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How to find us

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"Your referrals are much more than business to me, they're the highest compliment I can ever receive!"
 

Updating Client Contact Information

203.245.6175

We look forward to working with you!

Hours of Operation:

Monday through Friday: 8.30a-5p.

We are located at 869 Boston Post Road, Madison, CT 06443.

~ Flag Series by Photographer Jeff Allen Nantucket, MA

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 […]

  • CT Paid Family Medical Leave Act – What You Need to Know
  • Thanksgiving closure
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Recent Posts

  • 2020 Year-End Letter
  • CT Paid Family Medical Leave Act – What You Need to Know
  • Thanksgiving closure
  • Small Business Owners – Got a Weird Letter in the Mail? Here’s the Scoop…
  • We’ve Moved!
  • Home
  • About Us
  • Services
  • FAQ
  • Contact Us
  • Blog/News
  • Tax Packet
  • COVID-19 Related News and Updates
  • CT Food Bank
  • Bare Necessities

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