08 Mar Did You Know We Have a Tax Expert?
Tax season is here! This may not be everyone’s favorite time of year, but taxes are a necessary evil we must deal with. Thankfully, you don’t have to navigate tax season alone. Mason & Associates offers various tax planning services to help you make the most of your money and handle the details so you can spare yourself a headache during tax time. Our resident tax expert, Anne Shim, is here to help.
Although Anne does not prepare or file tax returns, as part of planning process she reviews and helps clients better prepare for tax season and their meetings with their tax professionals. Also, our Operations Team can send your tax documents directly to your tax professionals so you do not have to worry about sending them.
Anne serves as Vice President and Financial Planning Advisor and has exceptionally knowledgeable in the field of taxes, financial and Life planning.
How Anne Can Help
Anne works closely with our clients and tax professionals to make sure that their financial plans have covered.
Among her plethora of designations are:
Certified Financial Planner (CFP®)
Accredited Estate Planner (AEP®)
Certified Public Accountant (CPA) exam pass
Member of American Institute of Certified Public Accountants (AICPA).
As if that weren’t enough, Anne also holds the IRS Enrolled Agent designation. Enrolled agent status is the highest credential the IRS awards.
In other words, we think Anne is the best at what she does! We invite you to benefit from her knowledge and experience. As April 17th looms ever nearer, please feel free to reach out to Anne and her team with your tax questions and tax planning needs. Contact our office today by calling us at (323) 254-3072.
About Mason & Associates, Inc.
Mason & Associates, Inc. was founded in 1989, specializing in Life Planning for individuals, families and small businesses. Life Planning places a person’s core life values at the heart of the advice process and focuses on the human aspects of financial planning.
As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.
Our responsibility does not end there. As you encounter bumps in the road, changes in goals or any other roadblocks, we are there to offer advice and guidance. We are there to celebrate your successes and cope with your challenges. We work alongside your other professionals such as your attorney and your CPA to be sure all of your legal and financial needs are aligned.