MASON CPA

MASON CPA

Reviews Summary

The reviews consistently praise Steve's expertise, professionalism, and dedication to clients. He is described as knowledgeable, thorough, and responsive, often saving clients significant money through tax strategies. Many highlight his ability to simplify complex tax issues, provide personalized care, and offer valuable advice beyond just filing returns. His team is also commended for being friendly, competent, and reliable. Clients appreciate his honesty, patience, and willingness to educate, making him a trusted CPA for both personal and business needs. Multiple reviews mention long-term satisfaction and strong recommendations.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

10438 1055 W #101

South Jordan, Utah 84095

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Steve and his staff take great care of me. We are small but Mason CPA gives us great service.

Terrific Team and great multi-year experience (starting #3) located here in Salt Lake City. High recommendations for anyone looking for a CPA.

Does a great job giving good straight forward advise and takes the worry of having to deal with it myself away. Different year same great service and help doing our taxes. Steve Mason and all of the associates do an excellent job of taking care of their clients. when you need help, answer questions and always return your calls they will respond fix any issue you might have.

Steve is definitely passionate about what he does. He is very thorough and knowledgeable. He is always open and willing to help when I have questions about my finances and my business. He has a heart of gold and will get you and your finances straightened out! Would recommend him to anybody!

We have used Steve for several years for our business and personal taxes. He has been so great to work with!

I'm a small business owner who is very appreciative that Mason CPA was willing to work with me. Steve is easy to work with and has made great suggestions to help me save thousands in taxes.

Steve is great to work with, as is Debi. They are friendly and very competent. Steve has always saved me money. I have normal retirement IRA's as well as part-time and consulting small business income and Social Security which he handles smoothly. He is extremely smart and willing to be flexible and work with an older guy who is not super internet savvy. I've had him do my taxes for 9 years.

Steve is great and easy to work with. Very knowledgeable and professional.

Mason CPA have been great to work with the past couple of years. He has provided great service for us with cost segregation as well as advice to plan.

Steve has been my ?Tax and more? guy for years. He?s knowledgeable, friendly, on time and all round excellent to work with. I?m constantly pleased with Steve and happy to have found him years ago.

Steve Mason is exceptional! He is extremely knowledgeable, professional, and honest. Not all accountants are equal- he will get you the maximum refund or the minimum to pay because he knows taxes! He is quick (even when you are a procrastinator waiting until the last minute!) and easy to work with. I highly recommend him!

Steve has been our accountant for many years. He was our accountant for our business and also our personal accountant. He was always willing to listen and help us with any questions or problems that we needed help with. He is timely in getting back to us and has our returns done soon after we give him our information. I think he is honest and trustworthy. I enjoy working with him and have recommended him to family members and others.

I cannot say enough about Steve and his team. They have been with me from the beginning and they are the best. I completely trust and recommend him to any company that needs expert tax advice.

Steve took time with us, explained everything, and saved us over $4k in taxes! He made sure we knew exactly what he was doing to save us money and did it in a timely manner. He also used online technology and apps to help make the process smooth and easy. I highly suggest Mason CPA!

Had a tough situation to deal with and Steve at Mason CPA was available, fast and great at communicating in a way I could understand. He helped me file amended returns that needed to be corrected and saved me significant tax liability. Professional, quick and great to work with- easy to recommend!

Steve is awesome! He's helped us with our business and personal income tax filing for years. He seems to know everything and has helped us reduce our tax liability immensely. Steve is the best!!

We have been with Steve Mason for many years and rely on his amazing knowledge of the tax codes and how to save us from taxes on property and estate sales. He has all the info on solar rebates, social security breaks, medicare, and beyond. What really counts is that we know of his honesty and integrity and determination to save us all the money he can.

I have known Steve for at least 20 years now. For the majority of that time he has been my accountant. I have found him to be very knowledgeable and always up on the most current tax law and strategy. I wholeheartedly recommend him.

Steve goes above and beyond! Knowledgeable and most importantly trustworthy. I've been a client of Steve Mason's for more than 5 years I was happy to transfer to him from Susan's business he purchased. Cheers Amy Halverson

Steve has expertly helped me through a number of tax related issues with my business and and on more than one occasion taught me helpful tips for someone new to quickbooks. I highly recommend him as an accountant. He is also an accomplished guitar player that will thumb a few cords for you if requested. (pressure is on Steve)

Steve is the best CPA!! He's so patient. He really cares about his clients and I am so blessed to have him as my CPA! Definitely worth every penny??

Steve is a complete Stud. He is always able to help with any situation that I need his help. He is polite, responsive and always upbeat. If you need a CPA for anything Steve is the guy to call.

Steve has been great to work with and a huge asset to our business. Very professional, knowledgeable and always willing to educate and provide the guidance we need so we can focus on our business.

Extremely responsive; very aware of changing tax requirements; helped me through a massive 3-year IRS audit of business and personal taxes, including face-to-face interaction with two different IRS auditors who didn't always know what they were doing; very fair pricing; always friendly and easy to work with; great personalized care; treats me like a real human being and remembers my personal and family details; one of the best CPAs I've ever worked with

Steve did our taxes and said, "I think we can do better, let me double check then and get back to you." Dude saved us another 2 grand!! Your the man Steve. Thank you for having our back!

Steve Mason is the most knowledgeable and helpful CPA I have ever had the pleasure of working with. I highly recommend him to any company for business and personal taxes.

I have loved working with Steve over the years. He has helped me whenever I have needed questions answered. Above and beyond just the yearly tax stuff.

Always eager to provide helpful advice, much more than simply filing paperwork for me. Very experienced. Guided me through a horrendous 3-year IRS audit of business and personal returns, dealing directly with two IRS agents, and ending with a surprisingly positive outcome. Does both personal and business returns for me. Has consistently been pleasant and extremely cooperative.

Absolutely helpful and brings a peace of mind for newcomers that are not sure how to deal with main aspects of new business. Felt extremely comforted with assurance that he can take care of your accounting and tax needs. Thank you!

Steve and Debi are great to work with. Very knowledgeable and take the time to work through the process with you. Highly recommended!

Steve is a knowledgeable accountant that will help with all the details of filling a fair tax return. He helped me find qualified deductions that I had overlooked.

Steve and Camille really did a great job for me. They worked through some of my complicated tax issues and ended up getting me a huge refund! I totally recommend this company!

Steve and his staff have been professional, thorough, and timely. I'd take my personal taxes, small business tax consulting, and payroll help here any day.

Steve Mason and his team has supported us for years professionally and with outstanding service.

Steve was easy to work with and provided everything we needed to complete our business swiftly.

Steve and his team have been great to answer questions and simplify tax filings for me and my business.

I've worked with Steve for many years. He's honest, helpful and always there when you need him. I wouldn't use anyone else.

Steve Mason and his team are exceptional. Their professionalism, dedication and hard work are so appreciated.

Steve is easy to work with and has given us great advice on our personal taxes.

Steve is knowledgeable, easy to work with and extremely well organized. Taxes aren't great, but Steve is.

Steve went out of his way to come to our home to discuss our income statements. I will give him a A+ rating.

Steve has saved me *many* thousands of dollars in income tax, and he has gone out of his way to do so. I really appreciate his expert help.

Steve is always very kind, helpful and thorough!

Steve and his Team have worked with us for years. They continue to assist us with our tax filings.

Mason CPA is top notch. Glad they do what they do so I don't have to. Very professional and down to earth.

Steve is always great!! I definitely recommend. Thank you!

Steve Mason is great to work with, very professional and a wonderful CPA.

Honest quick to respond! He has helped me with my business accounting since i got started.

We so appreciate all the Steve Mason CPA has done for us over the years!

Steve is so very helpful!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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