Business Details
44 Years
experience
Your Trusted Accounting and Financial Advisory Partner
At Mason + Rich, we have built a legacy of excellence in accounting and financial advisory services since our incorporation in 1982, with roots tracing back to 1939. Our team of certified professionals combines decades of experience with a proactive approach to deliver tailored solutions for businesses, non-profits, and individuals. We prioritize understanding our clients' unique needs to provide strategic guidance in auditing, tax planning, and financial management. Our commitment to transparency, personalized service, and innovative problem-solving has earned us the trust of clients across diverse industries.We pride ourselves on maintaining a client-centric philosophy, ensuring every interaction reflects our dedication to accuracy, integrity, and long-term partnerships. Our expertise extends to forensic accounting, estate planning, and business advisory services, empowering clients to navigate complex financial landscapes with confidence. By staying ahead of regulatory changes and leveraging technology, we streamline processes to maximize efficiency and client satisfaction. Our community involvement and adherence to ethical standards further underscore our position as a trusted advisor in the accounting profession.
Services
Auditing and Financial Reporting
Business Advisory Services
Forensic Accounting
Non-Profit Accounting
Tax Planning
Estate Planning
Client Advisory Services
Details
- Year established: 1982
Highlights and features
- We offer over 80 years of combined experience in accounting and financial advisory services.
- Our proactive approach identifies opportunities to optimize clients' financial growth.
- We provide personalized service with a focus on long-term client relationships.
- Our team includes QuickBooks ProAdvisors for seamless accounting software integration.
- We maintain transparency and ethical standards in all financial reporting and audits.
Associations and certifications
- Certified Public Accountants
What people say
Professional and timely service
Exceptional client communication
Expert tax preparation
Proactive financial guidance
Long-term trusted partnership
Services
Auditing and Financial Reporting
We conduct comprehensive audits and financial reporting for businesses and non-profits, ensuring compliance with regulatory standards. Our services include A-133 compliance audits, financial statement reviews, and forecasts. Clients benefit from accurate, transparent reporting that supports informed decision-making and meets bank financing or grant requirements.
Business Advisory Services
Our advisory services focus on helping businesses grow through entity selection, risk assessment, and transaction planning. We provide tailored guidance for business sales, acquisitions, and start-ups. Clients receive strategic insights to navigate changing markets while maintaining financial stability and long-term growth objectives.
Forensic Accounting
We specialize in forensic accounting and litigation support, including fraud detection and internal control development. Our team assists with commercial litigation, insurance coordination, and loss documentation. Clients gain proactive safeguards against financial risks and expert support during legal disputes or investigations.
Non-Profit Accounting
We offer specialized accounting for non-profits, including grant management, compliance audits, and tax return preparation. Our services address limited staff resources through consulting on internal controls and A-133 audit requirements. Clients receive tailored support to maintain compliance while maximizing their community impact.
Tax Planning
Our tax planning and preparation services cover businesses, individuals, and estates. We focus on year-round planning to minimize liabilities and simplify compliance. Clients benefit from personalized strategies for tax representation, foreign reporting, and life-changing events, ensuring predictable and efficient tax outcomes.
People
Jeff Kipperman
CPA
With over a decade of service, Jeff provides expert accounting and business advisory services. Clients praise his timely, professional advice and consistent value-driven solutions for real estate transactions and corporate tax needs.
Mallory
Tax Specialist
Mallory is recognized for fast, efficient tax preparation and exceptional client communication. She specializes in handling complex international tax situations and supports clients with personalized, responsive service throughout the year.
Questions
What accounting services do you offer?
We provide auditing, tax planning, forensic accounting, non-profit services, and business advisory solutions tailored to your specific needs.
Are you available year-round for tax questions?
Yes, we offer year-round support to address life-changing events and ensure smooth tax compliance throughout the year.
How do you handle complex international tax situations?
Our team has extensive experience managing international tax requirements for clients working across multiple countries.
Can you assist with QuickBooks accounting software?
Yes, we are certified QuickBooks ProAdvisors who provide consulting and troubleshooting services for accounting software needs.
What sets you apart from other accounting firms?
We combine decades of experience with personalized service, proactive planning, and a commitment to long-term client relationships.
Reviews (3)
Jennifer Cornell
Oct 14, 2020
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Mason + Rich is an amazing accounting firm. We use them for our business and Karyn goes above and beyond for us. I cant say enough about her services! There is a lot that we dont understand about accounting and she translates everything for us! She is very patient and she explains why we need to do what we do each year for the health of our business. This is very important to us. We are so grateful for Karyn!
Helen Dutton
Aug 01, 2020
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Mason + Rich has been our CPA firm for 25+ years, both personally and for our businesses. We rely on them for so much more than taxes: advice on banking arrangements, business relationships, and help with our financial records when needed. It is a relationship that I rely on year-round and know I can always count on them to be responsive and to tell us like it is.
Thomas Goins
Jun 23, 2020
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The team at Mason + Rich, PA is a highly professional accounting and advisory firm. We have been a client of theirs for many years. 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. Karyn Finkelson handles our account and is always there for me when I have a question be it a complicated one or just a quick confirmation of what I think I know. Karyn is the best and really understands that building a strong client relationship is so very important. Jeff & Karyn have always
