Business Details
44 Years
experience
Certified Public Accountants in Concord, NH
Mason & Rich has been a trusted partner in accounting and financial advisory services since 1982, building on a legacy that traces back to John E. Rich and Company in 1939. Our team of certified professionals prioritizes proactive client relationships, delivering tailored solutions in auditing, tax planning, and business advisory services. We combine decades of expertise with a client-centric approach, ensuring transparency and personalized attention to every individual and organization we serve. Our commitment to excellence is reflected in our comprehensive services, from forensic accounting to trust and estate planning, designed to help clients achieve long-term financial success. With a focus on innovation and integrity, we empower businesses and individuals to navigate complex financial landscapes with confidence.Our reputation as a reliable and knowledgeable firm has been solidified through over four decades of consistent service and a dedication to staying ahead of industry trends. We pride ourselves on fostering a culture of collaboration, where clients are treated as partners in their financial journey. By maintaining a deep understanding of our clients' unique needs, we deliver actionable insights that drive growth and stability. Our team's expertise extends across industries, ensuring that every client receives specialized attention and strategic guidance. At Mason & Rich, we believe that financial clarity should be accessible, and our mission is to transform complex financial challenges into opportunities for success.
Services
Auditing
Tax Planning
Forensic Accounting
Estate Planning
Non-Profit Services
QuickBooks Consulting
Risk Assessment
Payroll Reporting
Internal Control Review
Details
- Year established: 1982
Highlights and features
- We offer decades of experience in accounting and financial advisory services.
- Our team provides proactive, personalized solutions tailored to client needs.
- We combine technical expertise with a client-centric approach to service.
- Our comprehensive services cover auditing, tax planning, and business advisory.
- We maintain a proven track record of client satisfaction and loyalty.
Associations and certifications
- Certified Public Accountants
- QuickBooks ProAdvisor
What people say
Professional and timely service
Outstanding team support
Detailed instructions for submissions
Proactive communication
Comprehensive tax preparation
Services
Auditing
Our auditing services ensure accurate financial reporting through comprehensive reviews and compliance checks. We specialize in A-133 Compliance Audits, financial statement audits, and non-profit reporting. Our team delivers actionable insights to enhance transparency and regulatory adherence for businesses and organizations.
Tax Planning
We provide strategic tax planning and preparation services for individuals, businesses, and estates. Our approach focuses on minimizing liabilities while ensuring compliance with federal and state regulations. From entity selection to transaction planning, we offer year-round support to address evolving financial needs.
Forensic Accounting
Our forensic accounting services identify and resolve financial discrepancies through detailed analysis and litigation support. We assist in loss determination, internal control reviews, and insurance coordination. This service safeguards clients against fraud and supports legal proceedings with documented evidence.
Business Advisory
We offer tailored business advisory services to drive growth and operational efficiency. Our expertise includes risk assessment, start-up guidance, and acquisition planning. By understanding client goals, we develop strategies that enhance profitability and long-term success in dynamic markets.
QuickBooks Consulting
As Certified QuickBooks ProAdvisors, we provide software solutions and training to streamline financial processes. Our services include system setup, bookkeeper selection, and internal control development. This ensures clients maintain accurate records and efficient accounting workflows.
People
Leslie Walker
Managing Director
Leslie Walker leads our team with over 25 years of experience in accounting and client advisory services. Her expertise in audit and assurance ensures clients receive strategic guidance aligned with industry best practices.
Jeffrey Kipperman
Director
Jeffrey Kipperman specializes in business tax services and has served clients for over a decade. His focus on personalized solutions has earned recognition for excellence in corporate and personal tax planning.
Andrew Luce
Director
Andrew Luce brings extensive experience in audit and assurance, delivering compliance expertise to businesses and non-profits. His client-focused approach ensures tailored solutions that meet evolving regulatory standards.
Dana R. Bull
Vice President of Tax Services
Dana R. Bull oversees tax strategy for individuals and businesses, combining technical proficiency with proactive planning. Her work ensures clients navigate complex tax regulations with confidence and clarity.
Mallory Vincent
Manager - Individual and Trust Tax
Mallory Vincent specializes in individual and trust tax services, providing detailed compliance solutions. Her dedication to client education and efficient service has made her a trusted advisor for high-net-worth individuals.
Questions
What accounting services does Mason & Rich offer?
We provide auditing, tax planning, forensic accounting, business advisory services, and QuickBooks consulting for individuals and organizations.
How does Mason & Rich differ from other accounting firms?
Our proactive approach, personalized service, and decades of experience ensure tailored solutions that prioritize client growth and financial clarity.
Do you serve clients outside Concord, NH?
While based in Concord, we serve clients across New Hampshire and support remote engagements for tax and advisory services.
What certifications does your team hold?
Our team includes Certified Public Accountants (CPAs), QuickBooks ProAdvisors, and specialists in tax, audit, and forensic accounting.
