Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions in Concord, NH
Mason & Rich has been a trusted name in accounting and financial services since 1939, when it was founded as John E. Rich and Company. Our firm combines decades of experience with a proactive approach to auditing, tax planning, and financial advisory services. We prioritize client relationships, offering personalized solutions tailored to businesses, non-profits, and individuals. Our team of certified professionals delivers expertise in financial reporting, business advisory, and forensic accounting, ensuring compliance and strategic growth. We emphasize transparency, innovation, and a client-centric philosophy, making complex financial processes accessible and efficient.With a history spanning over 80 years, we remain committed to excellence, community involvement, and adapting to evolving industry standards. Our services extend to trust and estate planning, business advisory, and litigation support, backed by a reputation for reliability and technical proficiency. Clients consistently praise our responsiveness, accuracy, and ability to transform financial challenges into opportunities for wealth creation.
Services
Auditing and Financial Reporting
Business Advisory Services
Client Advisory Services
Forensic Accounting
Tax Planning and Preparation
Trust and Estate Planning
Details
- Year established: 1939
Highlights and features
- We offer over 80 years of combined experience in accounting and financial services.
- Our team includes certified professionals with expertise in auditing, tax, and business advisory.
- We provide personalized solutions tailored to businesses, non-profits, and individuals.
- Our proactive approach ensures compliance and strategic growth for all clients.
- Clients consistently praise our responsiveness, accuracy, and technical proficiency.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Excellent service
Professional and timely
Top-notch in the state
Responsive and accurate
Comprehensive tax preparation
Services
Auditing and Financial Reporting
We provide comprehensive auditing and financial reporting services, including compliance audits, financial statement reviews, and forecasts. Our expertise ensures accuracy and compliance for businesses and non-profits. Clients rely on our detailed reporting for bank financing, grants, and board requirements.
Business Advisory Services
Our business advisory services focus on growth strategies, risk assessment, and entity selection. We help clients navigate financing, acquisitions, and start-up challenges with tailored solutions. Our goal is to empower businesses to thrive in dynamic environments.
Tax Planning and Preparation
We offer strategic tax planning and preparation for individuals, businesses, and estates. Our services include federal and state filings, foreign reporting, and year-round support to minimize liabilities. Clients benefit from proactive planning and seamless compliance.
Forensic Accounting
Our forensic accounting services address fraud detection, litigation support, and internal controls. We assist in loss determination and documentation for legal proceedings. Clients trust our expertise to safeguard assets and resolve complex financial disputes.
Client Advisory Services
We deliver personalized advisory services, including bookkeeping, payroll reporting, and QuickBooks consulting. Our team acts as a fractional CFO, offering internal control reviews and budgeting guidance. Clients benefit from streamlined financial operations and expert support.
People
Leslie Walker
Managing Director
Leslie Walker leads Mason & Rich with over 25 years of experience in accounting and client advisory services. She specializes in strategic financial planning and business growth solutions.
Jeffrey Kipperman
Director
Jeffrey Kipperman brings decades of expertise in audit and assurance, serving clients in real estate and corporate tax planning. He is known for his meticulous attention to detail and client-focused approach.
Andrew Luce
Director
Andrew Luce specializes in business advisory and tax services, with a focus on entity selection and risk assessment. His strategic insights help clients optimize financial outcomes.
Dana R. Bull
Vice President of Tax Services
Dana R. Bull oversees tax services, providing expertise in individual and business tax planning. She ensures clients receive proactive strategies to minimize liabilities and maximize returns.
Mallory Vincent
Manager - Individual and Trust Tax
Mallory Vincent specializes in individual and trust tax services, known for her responsiveness and ability to simplify complex tax scenarios for clients.
Questions
What accounting services does Mason & Rich offer?
We provide auditing, tax planning, financial advisory, forensic accounting, and trust and estate planning services for businesses and individuals.
Do you serve businesses outside New Hampshire?
While based in Concord, NH, we serve clients nationwide, including international clients with complex tax needs.
What sets Mason & Rich apart from other accounting firms?
Our proactive approach, decades of experience, and client-centric philosophy ensure tailored solutions and long-term trust.
Can I submit documents electronically?
Yes, our website allows secure document uploads and download of completed returns for convenience.
Do you offer year-round tax support?
Yes, we provide ongoing tax planning and support to address life changes and minimize year-end surprises.
