Tax Planning, Preparation and Support
We know that life happens and things change. So we focus on planning first, then tax preparation. We go beyond the basics to provide services that prepare you for the future. We’re also there throughout the year to help you manage any life-altering events as they occur. This enables us to limit surprises during tax time while making any compliance requirements as painless as possible.
Interested in learning more about our Individual Income Tax Services? Our Individual Tax Preparation Guide walks you through our 1040 preparation process, what to expect as a new client, and how we help make tax season more efficient and less stressful. Explore our Individual Income Tax Preparations guide - Click here for more info.
Wondering how Mason + Rich is different from the rest? Explore our Business Tax Services guide - click here to learn more.
Services include:
- Business Tax Filing Preparations
- Entity Selection
- Estimated Tax Calculation and Adjustment
- Federal and State Tax Representation
- Foreign Reporting
- Individual Income Tax Preparations
- Non-Profit Reporting
- Start-Up Services
- Tax Planning for Businesses, Individuals, Estates and Trusts
- Transaction Planning
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