Mason Financial Services

Certified Public Accountant (CPA) and Registered Investment Adviser (RIA) with 35 years experience. We offer a full range of accounting and investment related services. We pride ourselves in providing holistic accounting and investment services. By knowing and understanding our client's entire financial picture, we can provide more integrated and effective planning and money making/saving strategies. We also offer insurance products for those who need it to ensure your entire financial life is covered. We are unique among CPA and financial firms in that we offer an annual service instead of "fee for service". That means you pay one fee that covers your tax return and all of our consulting and planning services. Our annual fee is in line with what most CPA firms charge for just the tax return. And the initial consultation is free. Mention this ad and receive $250 off of the first year of service.