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MJ Tax Services LLC

MJ Tax Services LLC

Reviews Summary

The overwhelming majority of reviews praise the service for its professionalism, thoroughness, and expertise in tax preparation, with many highlighting significant savings and personalized attention. Customers appreciate the clear explanations, reliability, and attention to detail, often comparing the service favorably to competitors like H&R Block. A few negative reviews mention unresponsiveness or errors, but these are rare exceptions in a sea of glowing recommendations. Many clients report long-term satisfaction and strong loyalty, emphasizing the service’s value for both personal and business taxes.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Outsourced Accounting
Small Businesses
Expatriates
Real Estate
QuickBooks
Multi-state Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Outsourced Accounting
Small Businesses
Expatriates
Real Estate
QuickBooks
Multi-state Experience
Local Tax Credits

Contact Information

Address

1600 S Dixie Hwy STE 502

Boca Raton, Florida 33432

Visit Website Call Now Get Directions

Hours

Monday 9:30AM-5PM
Tuesday 9:30AM-5PM
Wednesday 9:30AM-5PM
Thursday 9:30AM-5PM
Friday 9:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

A prior accountant made some mistakes on a Solar tax credit on our return from a prior year. The IRS audited us and wanted $24,000. Mark reviewed the return and the audit and found IRS made a mistaken in the audit. Mark responded on our behalf after we recalculated the prior accounts bogus work and determined we only owed the IRS $4500. I have no doubt that if Mark had done the initial return with the Solar credit, everything would?ve been done properly and this never would?ve happened. Mark really know

We had a wonderful experience with MJ Tax Services. Mark was not only professional but also incredibly knowledgeable. He took the time to understand my specific tax situation, explained complex concepts clearly, and helped us maximize out return. We felt supported every step of the way, from organizing documents to filing the final return. His attention to detail and personalized service made a potentially stressful process feel smooth and easy. I highly recommend MJ Tax Services for anyone looking for trus

I was referred to MJ tax services after using H&R Block. Mark not only saved me money and time but he eased my mind. Due to his diligent hard work, and time he helped me set up my business , and has been doing my business and personal taxes ever since. Mark is very personal, knowledgeable, and will continue to do my taxes with him. I highly recommend MJ taxes and truly grateful of his services.

MJ Tax Services was the best experience I ever had with doing my taxes for 2023. Not only was he professional, but Mark saved me tons of money!! I will never use H&R Block again and will highly recommend this company to my family and friends!!

Mark is amazing! He handles both my personal and business taxes. His professional expertise has saved me time, money, and has helped me to grow as a new entrepreneur. The way he is able to explain things in a manner that is easy to understand has provided me with a tremendous sense of security.

I went to MJ Tax Services this past year to get my taxes filed as I couldn?t get ahold of my previous CPA. Mark was so thorough and discovered that my tax return was not properly filed as I sold a business property several years ago in Massachusetts. He not only corrected what two previous accountants had done wrong but took the extra time to go back over ten years of history to file my tax return the proper way as I?d been unknowingly overpaying taxes for years. This guy is truly an expert of his craft - o

Mark is THE BEST! Seriously, a tax life saver! Please do not ever retire! I was recommended to Mark when my previous tax professional couldn't figure out my small business and real estate liabilities. My taxes are a bit complicated. Mark dove into our situation and made it as easy as it could be. He was very timely and I am grateful for this! I look forward to working with Mark for our future financial planning and taxes! Thanks so much!!!!!

If I hadn?t met Mark my whole would be upside down. He got me through a very difficult time with the IRS that I am very very grateful. His knowledge about financial services in every aspect is amazing. I will continue to reach out to him for all of my financial needs and will recommend him to my family and friends. He is the best. Thank you so much Mark !

Mark is incredibly knowledgeable, professional and kind. So thankful to have been recommended to him and now I highly recommend him to others.

Mark was extremely knowledgeable about saving me money on my taxes. I've used three other CPAs over the 20 years of owning my small business, and none have been as thorough as Mark. He answered all my questions in a way that gave me insight and understanding. Highly recommended!

Mark is what the standard should be for an accountant. After endless searching and not being able to use my accountant because he would need me to come to his office 100 miles away I had to look else where and I found a diamond in the rough. Mark immediately to action on my buisness and personal taxes. This man is a complete gentleman. He is structured, sound and complete. He treats you like family. He prices are competitive and complete value all the way around. I could not be happier. Do not look else wh

Highly recommend Mark. My wife and I used to go to H&R Block, and they actually were trying to say we owed money. Luckily a friend recommended Mark to me, and he found the problem that they were to lazy, or inexperienced to see. This was years ago and we?ve been using mark every year since. He goes the extra mile and I can appreciate his expertise.

Mark was awesome! Because I retired mid year 2020 and relocated to Florida, I had some unique tax issues. Mark worked through everything in a timely manner and all of my issues were resolved!

Mark and his team are excellent, extremely helpful and informative especially taking the time to make sure any tax items are handled properly and completed. As a small business owner to have an accountant take the time to go over things is definitely what small businesses need. Thanks again Mark. Adam B. Anytime Moving

Mark markets his business with the phrase "get lower tax." Meanwhile, he had me overpay the IRS by $96, and when I called and reported the error to him, he hung up on me. That's in addition to having failed to respond to six messages over the course of about a year. This is what it is to do business with MJ Tax Services.

Trustworthy, affordable, reliable and convenient. Mark, with MJ Tax Services, is all of these. I highly recommend this company and will continue to use them for my taxes.

I scheduled and confirmed a consultation online for earlier this week. Approximately 10 reminders were sent to me via email/text leading up to the appointment time. I used the provided call-in number at the scheduled time and was forwarded to an automated message. Immediately sent an email and have not received a response.

Mark did my taxes for two years in a roll now. Very professional, dependable and knowledgeable!

5 stars all the way! Mark helped me out so much, very knowledgeable and experienced. I would definitely recommend MJ taxes services to anyone.

Most thorough accountant i have had the pleasure of using. Beyond words on how OCD he is with money.

They are super attentive to all my tax needs. Several things I did not understand and they took the time to explain in detail to me. Will be using them every year from now on.

Mark J has been very helpful not only with my personal preparations but has also assisted me in setting up business related entities. Thanks Mark for all you help!

I am grateful for Mark services and fot going above and beyond..., Thank You definitely I will recommend his services.

Very professional services. Not only did Mark do my personal taxes he also handles a family members Business taxes.

Best tax services that I ever received!! Will use them moving forward!!

A very qualified professional, always available to study the best accounting strategies with quality and accuracy.

Highly recommend MJ Tax services very knowledgeable, efficient, and great attention to details.

Very happy with Mark's service, very thorough & professional.

Great experience. He is fast and thorough. Very easy to work with, and organized.

Mark is outstanding and I highly recommend him..

Been doing our taxes for years. Takes the time to explain things to us when we don?t understand.

Reliable, knowledgeable, accommodating and fast service.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.