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Mason Financial Services, CPA

Mason Financial Services, CPA

Reviews Summary

The consensus highlights exceptional service, with consistent praise for professionalism, knowledge, and responsiveness. Clients appreciate the thorough handling of personal, business, and retirement taxes, often spanning years or decades. The team is described as trustworthy, friendly, and attentive to clients' needs, offering valuable financial advice. Many note the convenience, reliability, and fair pricing, making the tax process stress-free and even enjoyable. Strong recommendations emphasize the team's dedication to client satisfaction.

About This Listing

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.*

Contact Information

Address

300 E State St #504

Redlands, California 92373

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

It was a pleasure having my parents living trust taxes done by Mason Financial Services, CPA. I specially want to thank Ben Romero who was there to help me make my appointment, instructed me on doing my portal to upload the documents needed to file tax forms. Thanks to all at Mason Financial Services, CPA office.

Our amazing Tax Accountant and Team we cannot thank Ben and Mason enough for their care and understanding of our needs. Thank you Masons

Ensen Mason has been doing our families' personal taxes for 15 years and our corporate taxes for the last 6 years. He and his team are professional, conscientious, precise and friendly. Everything you would want from a financial service. He provides strong financial advice and has managed both our retirement and personal portfolios well.

Ensen has done my taxes for several years now, as did his father before him. He is careful and always looking out to give me the most advantageous service. He is pleasant and thoughtful in his dealings with me. I trust him, and use his services whenever I am considering a decision that might potentially affect my tax status.

I have been having my taxes done here for 12 or 13 years. Always have done a great job in helping me through both the personal and business taxes. Over the last couple years, Jami has been helping with my taxes, and she has done a phenomenal job. She is always willing to work around my schedule, which can be hectic at times. Kudos to all!

Ensen is awesome. He does my corporate and personal taxes every year, as well as manages my retirement funds. He does a wonderful job and is always very responsive to my requests. He is very knowledgeable and professional and that makes me feel confident in my financial decision making.

We've had our personal and business taxes done by Ensen and his staff for over 20 years! Professional and on time services. Ensen and his staff look out for their clients and always have their best interests in mind.

Mason Financial Services is top of the line, welcoming, and professional. All of my questions were answered and helped me to direct my goals. I would recommend this office highly. True pleasure working with Mr. Mason and Jami!!

Jami is absolutely wonderful!! Most people dread having to get their taxes done but I look forward to it!! Professional, knowledgeable, friendly, and just makes the experience so enjoyable!!

Mason Financial completes both my personal and corporate taxes and I am happy with their work, and the price is right.

Ensen and Jami are best in class and true professionals. Highly recommended for anything tax related.

Very knowledgeable true tax professionals.

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.