Mason Financial Services LLC

Mason Financial Services LLC

5.0Exceptional(6 reviews)
Offers online services
Offers online services

About

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.


Highlights

Hired 1 time
3 employees
11 years in business
Serves Houston , TX
Offers online services

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  • Reviews

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    KT

    Kevin T.

    Prompt response that indicated she reviewed the specifics of my request. Response was professional and clearly addressed the needs I expressed in my initial request. Pricing offered was reasonable for services discussed.
    ... Show more
    February 12, 2021
    Hired on Thervo

    C

    Christina

    She is absolutely amazing.
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    February 25, 2020

    KD

    Keri D.

    She is very kind and will answer any question or concerns you may have.
    ... Show more
    February 25, 2020

    DW

    Diane W.

    I used her services for 4 years now. She handles my tax and insurance business and I can trust her looking out for my interest.
    ... Show more
    February 24, 2020

    J

    Jeanne

    Debbie is extremly knowledgeable and goes the extra mile for her clients with our best interest as the focus. Very trustworthy!
    ... Show more
    February 24, 2020

    RB

    Rebecca B.

    Very knowledgeable and respectful. Passionate about what she does. All around great service.
    ... Show more
    February 24, 2020

    Frequently asked questions

    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.

    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. 

    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. 


    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Accounting
    Hr And Payroll