Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

SECURE Act 2.0: RMD Changes & More for NW Tucson Savers

The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...

Your NW Tucson Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...

Bank Failure Lessons NW Tucson People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...

Consider This When Loaning Money to Family or NW Tucson Friends

Loaning money to family is tricky. There’s a minefield of complications that can be set off with one step in the wrong direction. Our own government is a perfect example. We’ve got a hefty debt, and we’ve borrowed A LOT from other nations to subsidize our...

MJM Income Tax’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...

Easy Ways to Manage Money, NW Tucson Strugglers

Did you travel for spring break? I know it’s come and gone for most NW Tucson families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road trip and you...

Do All NW Tucson People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our NW Tucson clients. If you haven’t touched base with us yet, and still need to process and file your paperwork, things will be a...

Need Extra Time to File Your Taxes?

Spring has truly sprung in NW Tucson, and also did you know that we’re two weeks away from the tax deadline?Here at MJM Income Tax, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers have accelerated their...

Crowdfunding Campaigns: MJM Income Tax’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of NW Tucson clients, submitting returns, and helping many...

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more