Tax Planning and Preparation
Tax Preparation for Individuals
The tax group at Mason can provide individual income tax return preparation for the federal, state and local jurisdictions in which our clients are required to file. We are able to integrate information gathered through the financial planning process with the tax data of our clients. This reduces the likelihood of errors in tax returns and enhances the quality of the tax advice we give as part of the client’s overall financial plan.
Click below to request more information about Mason’s tax preparation services.
Washington, DC Area Office:
Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Communications:
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).
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