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Social Security and Retirement Planning

We are pleased to announce that we are offer valuable services to our clients in Social Security and Retirement Planning!

MJW EA & Company LLC is providing services in Social Security and retirement benefit claiming strategies

Finally, after you’ve worked hard for so many years, it’s your time to think about retirement.  Many factors go into making the best decisions for you, your family and loved ones.  In addition to those considerations, there are tax implications, penalties, rules and so many offers and options it can seem impossible to make the right choices.

That’s where MJW EA & Company LLC comes in!

There are various claiming strategies available to you to optimize your total lifetime income benefits and we will work with you, based on your financial and health situation and your goals, to help you navigate the maze to provide you added income for your retirement years.

We also provide services to our clients to minimize the tax effect by designing a withdrawal strategy (from accounts such as an IRA or a 401k) so you can keep more of your hard earned money.  Ask us about it when you schedule your meeting!

 

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ALERT:  You will no longer be receiving your Social Security Personal Earning Statement in the mail.  In order to access your Personal Earning Statement, you will need to set up on account on SSA.gov.

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MJW EA & Company 2018

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Testimonial

"MJW EA & Company LLC has been doing both our Federal and State tax returns for the past four years and most recently has provided tax consultation as I prepare to move into retirement. The team at MJW EA & Company LLC is extremely professional, courteous and responsive. Simply stated, the service is top quality. The quality of work is always timely, accurate and always meets or exceeds expectations. I would have no hesitation in recommending MJW EA & Company LLC and, in fact, will make sure that I do!"
-Totally Satisfied Customer
Chuck & Mary Walby of Madison, CT

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Updating Client Contact Information

203.245.6175

We look forward to working with you!

Hours of Operation:

Monday through Friday: 8.30a-4p.

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

~ Flag Series by Photographer Jeff Allen Nantucket, MA

 

Name Change

We have just finished with the 2020 tax season! We are thrilled that we made it intact! It was a brutal one; but for the most part all of us – taxpayers included – came out unscathed in the world of taxation. Now we plan for the next tax season. After almost two years of […]

  • Child Tax Credit
  • Second Quarter Estimated Taxes
  • Mid-Season Tax Check-In

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  • Child Tax Credit
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  • Mid-Season Tax Check-In
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