Mason + Rich is a certified public accounting firm that has been delivering exceptional financial services to clients for over eight decades. Established in 1939 as John E. Rich and Company, the firm has evolved over the years and incorporated in 1982 to become Mason + Rich, P.A. Our firm is located in Concord, New Hampshire, and we serve a diverse range of clients, from small businesses and non-profits to high-net-worth individuals and corporate entities.
Our team of experienced professionals is dedicated to providing personalized services that cater to our clients' unique needs. At Mason + Rich, we take pride in our long-standing history, and we continually strive to deliver excellent results through our unwavering commitment to our clients. We believe that every client deserves to work with a trusted advisor and ally who can help them navigate the complex world of finance. That's why we make it our mission to become our clients' trusted advisors by providing them with proactive, strategic, and tailored solutions that help them grow and protect their wealth.
Our Services
At Mason + Rich, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:
Auditing and Financial Reporting
We provide independent audit and attestation services to ensure the accuracy and reliability of our clients' financial statements. Our team has extensive experience working with various industries and regulatory requirements.
Business Advisory Services
We offer business advisory services that help our clients make informed financial decisions. Our team of experts provides strategic planning, budgeting, forecasting, and cash flow management services.
Client Advisory Services
We offer a suite of client advisory services designed to help our clients manage their financial affairs. Our services include bill payment, bank reconciliation, financial reporting, and budgeting.
Forensic Accounting and Litigation Support
We provide forensic accounting and litigation support services to help our clients navigate complex financial disputes. Our team of experts has extensive experience in financial investigation, fraud detection, and expert testimony.
Non-Profits
We provide specialized services to non-profit organizations, including audit, tax, and consulting services. Our team understands the unique challenges facing non-profits and is committed to helping our clients achieve their mission.
Personal Financial Advisory Services
We offer personal financial advisory services designed to help our clients manage their wealth and achieve their financial goals. Our services include retirement planning, investment management, estate planning, and tax planning.
Tax Planning, Preparation & Support
We provide tax planning, preparation, and support services to ensure our clients comply with tax laws and regulations. Our team of experts stays up-to-date with the latest tax laws and provides strategic tax planning and compliance services to minimize our clients' tax liability.
Trust and Estate Planning
We offer trust and estate planning services designed to help our clients protect their wealth and provide for their loved ones. Our team of experts provides comprehensive estate planning services, including will and trust preparation, probate administration, and asset protection planning.
Our Team
Our team of professionals is the backbone of our firm. We have a diverse group of experienced professionals, including CPAs, accountants, advisors, and support staff. Our team's collective expertise and knowledge enable us to provide our clients with the highest level of service.
Our team members are committed to ongoing professional development and staying up-to-date with the latest industry trends and best practices. We believe that our team's continuous learning and growth directly benefit our clients and positively impact the quality of our services.
In The Community
At Mason + Rich, we are committed to giving back to our community. We are proud to support various local organizations and initiatives through volunteering, sponsorship, and financial contributions. We believe that our community's success is intertwined with our own, and we are dedicated to making a positive impact on the lives of those around us.
Firm News
We believe in transparency and keeping our clients informed about our firm's news and updates. Our firm news section includes updates about our team, services, and community involvement.
Testimonials
We take pride in our clients' success and are grateful for their trust and confidence in our services. Our testimonials section showcases our clients' experiences and feedback about working with us.
Blog
Our blog is a platform where we share our insights, knowledge, and expertise on various financial topics. Our blog aims to educate our clients and the broader community about the complex world of finance and help them make informed financial decisions.
Exceptional Tax Services
The numerous reviewers have shared their outstanding experiences with Mason + Rich, a professional accounting firm, which has consistently provided exceptional tax services. The accounting professionals, including Mallory Vincent, Alyssa Hodges, and Karyn, have demonstrated expertise, responsiveness, and a customer-centric approach.
Customized Attention and Support
Reviewers highlight the personalized attention and support provided by the accounting team. Mallory Vincent, in particular, has been praised for her diligence and ability to ask the right questions, ensuring a seamless transition for customers. The firm's convenient portal for sharing documents and regular communication updates have also been commended.
Proactive and Patient Approach
The reviews emphasize the proactive nature of the firm's approach, with staff members anticipating clients' needs and addressing concerns in a patient and explanatory manner. Alyssa Hodges and Karyn have been specifically praised for their responsiveness, guidance, and ability to translate complex accounting information into easily understandable terms.
Results-Oriented and Cost-Effective
Reviewers have experienced significant savings and effective tax planning through Mason + Rich's services. Rod Lovely's review highlights the firm's ability to find substantial savings that more than covered the cost of their services. Chris Pingree's review similarly notes that the firm's services have saved him money.
