Business Details
Trusted Accounting & Tax Services in Stuart, FL
Mason Accounting & Tax Services has been providing comprehensive accounting and tax solutions for over two decades. Our team of board-certified professionals maintains continuous certifications to stay current with evolving industry standards, ensuring clients receive accurate and up-to-date guidance. We specialize in serving individuals and small to medium-sized businesses, offering tailored services that include bookkeeping, payroll processing, tax planning, and audit representation.With 41 years of combined experience, we prioritize client-focused service that exceeds expectations while maintaining strict compliance with federal and state regulations. Our proven track record includes successfully filing 4,153 tax forms and resolving 26 complex audits, demonstrating our commitment to delivering reliable financial solutions that support long-term client success.
Services
Bookkeeping
Payroll
Tax Planning
Tax Resolution
Audit Representation
Tax Lien Assistance
Penalty Abatement
IRS Representation
Financial Statements
Tax Filing
Highlights and features
- We have 41 years of combined experience in accounting and tax services
- Our team includes board-certified professionals with continuous industry certifications
- We provide comprehensive financial solutions from bookkeeping to tax resolution
- We have successfully resolved 26 complex IRS audits
- Our client-focused approach prioritizes personalized service and strategic planning
Services
Bookkeeping
Our bookkeeping services help businesses maintain accurate financial records through bank reconciliation, expense coding, and financial statement preparation. We handle general ledger maintenance to ensure complete financial transparency. Our systematic approach provides business owners with reliable data for strategic decision-making.
Payroll
We manage payroll processing including tax deposit calculations, W2/W3 reporting, and 1099 reporting. Our service ensures compliance with federal and state regulations while reducing administrative burdens. We handle all aspects of payroll tax filings to maintain complete regulatory compliance.
Tax Planning
Our tax planning services develop strategies for tax reduction, fixed asset analysis, and deferred compensation planning. We help businesses and individuals optimize tax savings while maintaining compliance. Our experts provide tailored recommendations to minimize tax liabilities through legitimate planning techniques.
Tax Resolution
We specialize in resolving tax debt issues including installment agreements, offer in compromise, and penalty abatement. Our team negotiates with the IRS to achieve favorable settlements. We also assist with audit representation and collection alternative strategies to resolve back taxes.
Audit Representation
Our audit representation service provides expert defense during IRS examinations. We prepare documentation and communicate with tax authorities on your behalf. With former IRS experience, we protect clients' interests during audits and ensure proper application of tax laws.
People
Anissa Cummings
Firm Coordinator
Anissa Cummings graduated from the University of Florida with a finance degree. She brings 15 years of financial services experience, including roles as Client Service Specialist and COO at Cummings Wealth Management. Her expertise focuses on client service innovation and operational efficiency.
Diana Patricia Machado
Senior Accountant
Diana Patricia Machado holds an accounting degree from Universidad Santiago de Cali. With 8 years at Big4 firms and 10 years in public accounting, she specializes in QuickBooks, financial statement preparation, and GAAP/IFRS standards. She provides expert tax and accounting services across multiple industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses' specific needs.
How can you help with IRS tax debt issues?
We offer tax resolution services including installment agreements, offer in compromise, penalty abatement, and audit representation to resolve back taxes.
Do you handle both business and personal tax planning?
Yes, we provide comprehensive tax planning for both businesses and individuals, focusing on legitimate strategies to minimize tax liabilities.
What makes your firm different from other accounting services?
Our team combines 41 years of combined experience with board-certified professionals who maintain continuous industry certifications for up-to-date expertise.
Can you assist with financial statement preparation and analysis?
Yes, we compile and review financial statements for businesses across various industries to support informed decision-making and regulatory compliance.
