Tax Preparation Services

We have been preparing individual tax returns and returns for small businesses for over 40 years. Our clients often feel like family and we look forward to meeting and working with new clients as well. Tax returns can be dropped-off or handed to office staff during our office hours listed. Returns can be sent via postal mail; however, for optimal security purposes, we have a unique client portal for clients to utilize in uploading and managing documents. Please email or contact us for more information.

If you wish to schedule a sit-down appointment, please contact our office or visit https://bookedin.com/book/mason-financial-services for online scheduling. 

Please note: in order to ensure all tax returns are completed in a thorough, comprehensive manner, they must be received no later than April 1 to meet the filing deadline. Returns are welcome throughout the year; however, please note if you are dropping off after the 4/1 deadline, your return may not be completed by 4/15 and an extension will be completed if needed. 

Office Hours vary in the off-season; however, Effective February 25, 2026 Mason Financial Services Hours are as follows:

Monday 10 am - 5 pm 

Tuesday 10 am - 5 pm

Wednesday 10 am - 5 pm 

Thursday 10 am - 5 pm

Friday 10 am - 5 pm

Saturday 10 am - 4 pm 

Sunday CLOSED

Phone: 215-335-9367 
Fax: 215-335-9368