Mason Financial Services LLC
At Mason Financial Services we strive to provide affordable services to our customers giving you top quality work and products to fit your needs. We operate in an ethical manner, giving the best tax breaks the law allows. We spend time with you to evaluate your situation to make sure we do not miss any tax advantages you may have. We also provide insurance products ranging from healthcare to commercial insurance.
I enjoy helping people.
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Frequently asked questions
What is your typical process for working with a new customer?
When we onboard a new customer we have them fill out the current year client survey which gives us a bulk of information that we will need to complete the tax return. We will collect proper documentation to for fill our due diligence, and interview our client to delve down into there particular situation assuring them we have received all the information needed to complete the tax return giving them the most benefits.
What education and/or training do you have that relates to your work?
I have a college degree from Liberty University in Accounting and Finance. I am also a state licensed insurance broker in the state of Texas. I am a member of NAIFA which is an organization that puts the clients at interest in regards to laws being made in the insurance industry.
Do you have a standard pricing system for your services? If so, please share the details here.
My rates are well below the average tax prepare and start at $150 for standard tax returns. We offer $25 gift card to our clients who refer us to a new client who uses our service.