We proactively look for opportunities that turn your money into wealth. We also make the process enjoyable, maybe even a little fun, while making lots of little green men work smarter and harder f or yo u.
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Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 1997
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Services Overview
- Accounting Support
- Auditing and Financial Reporting
- Business Advisory Services
- Forensic Accounting and Litigation Support
- Non-Profits
- Personal Financial Advisory Services
- Tax Planning, Preparation & Support
- Trust and Estate Planning
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Sentiment Analysis
She got our tax returns prepared for us so quickly and we were able to submit them before the deadline thanks to her.
Always helpful to have the reminders :)
I used to fill out and file my federal and state tax returns, but after my husband died it became a bit more complicated and I was glad to let Mason + Rich do my returns.
She is extremely quiet and she makes sense of why we really want to do what we do every year for the wellbeing of our business.
Leslie and Mallory are easy to work with, very responsive and take the time to explain each process.
We rely on them for so much more than taxes: advice on banking arrangements, business relationships, and help with our financial records when needed.
Jeff Kipperman makes sure the needs of my business are met with annual visits to discuss the state of our business and what may have changed since the last time we got together.
She is very patient and she explains why we need to do what we do each year for the health of our business.
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