About Us

Mason Financial Services specializes in preparing individual income tax returns and small business returns. We do not prepare LLC or corporation returns at this time. Electronic Filing services are incorporated into the completion of all our returns, unless the return requires a mail-in. We can complete state income tax returns from all over the United States. Local income tax returns are completed as well. We strive to provide our clients with ease in filing taxes and provide clear guidance in preparing estimates, making payments, gathering information, and making adjustments to withholdings when needed or requested. Our office remains open on select days throughout the year, with returns accepted at any time. 

Mason Financial Services has been a family run business since 1977. William Mason Sr. was the founding father of the business, which started out in a small office on Asheville St. in the Holmesburg section of Philadelphia. 

In 1979 the business moved to Rhawn St. and has remained at this location to this day. William used the garage when he first moved as his office, and in 1988 built out his home to make the business bigger. 

Over the years, clients have seen numerous changes to the buildings and offices, both inside and out. Bill Sr. loved to keep clients guessing what was going to be different each year. Before each tax season, clients can expect to receive a letter and updates from us as we approach a new year. This has been a tradition since the business began and our clients have shared that they forward to these letters each year.

In 2022, William Mason II (Bill) officially took the business over from his father’s care. He worked alongside his father for 27 years, learning all the ins-and-outs of the business. He proudly continues his father’s legacy. Working alongside Bill is his mother, Mary Jane Mason (Bill Sr.'s wife), who stood by her husband’s side as his trusted assistant since the business began in 1977. She has developed many relationships with clients over the years and if you call in for an appointment or information you may likely hear her friendly voice on the phone. Mary Jane is extremely knowledgeable and enjoys reuniting with clients each year. Laura, Bill Jr.'s wife, joined the office in 2021 and has enjoyed meeting and assisting clients.