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Shane Mason, CPA CFP

4.7 (12 reviews)
Open 10:00 am - 6:00 pm

By appointment only

Services - Shane Mason, CPA CFP

Tax planning

Audit and conflict resolution support

Current year tax preparation and filing

Shane Mason, CPA CFP Photos

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7 years ago

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Shane M.

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10 years ago

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8 years ago

I called to ask a simple question, he responded with "no, I don't do that." Before I could finish my next sentence: he hung up on me. RUDE.

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Shane M.

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8 years ago

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8 years ago

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8 years ago

Very professional. Shane helped me to save a lot money. I will continue using his services. I truly recommend him.

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8 years ago

Very professional and knowledgeable. I will be hiring for all my tax needs. Thank you Shane!

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9 years ago

Shane was an excellent accountant, he even came to my house to talk through my return. White glove service!

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8 years ago

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10 years ago

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8 years ago

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9 years ago

Shane rules. He is a brilliant accountant and an honest person, and he will go out of his way to make your life better.

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Review Highlights - Shane Mason, CPA CFP

He is compassionate, knows the tax code, and he takes the time to understand your issues and is not afraid to tell you if he doesn't have the answer right off the bat.

Mentioned in 2 reviews

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Brooklyn Tax Service

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I was recommended BFS TAX services by a friend who had gone to them for her taxes - she swore by…read moreBFS TAX and I can completely see why. The firm is very professional, very friendly, and most of all did miracle work with my mess. Renee was extremely knowledgeable and fast. I felt like I was important and I was treated like VIP. I think what was most impressive to me is that Renee had lots of answers and solutions so it made it obvious that I was in good hands, and I was - love the outcome! Thank you so much for your hard and fast work!

After months of frustrated searching for an expert who understood both the federal tax code and the…read moreFAFSA financial aid formulas, I found Renee Schweke of Bridge Financial Solutions. Although I had previously worked with a tax preparer who supposedly grasped the intricacies of tax law and educational credits, I found that this professional did not have the expertise I so desperately needed. I came across the same challenges with my college Financial Aid office regarding the complicated formulas of the FAFSA application. Everywhere I looked for help, I ran into a roadblock of misinformation or even no information. Finding Ms. Schweke saved me from long-term mistakes on my FAFSA for my much needed funding and grants. Her assistance was invaluable because of her unique expertise in both tax law as an Enrolled Agent and college finance through actual experience in a college financial aid office. Without her guidance, my understanding of how to navigate through the contradictory criteria and formulas would have been severely handicapped. I cannot praise Ms. Schweke highly enough for her strengths as a tax specialist and college finance expert. By her considering the student's situation from all aspects, she formulates the best plan for financial aid. She authentically cares about everyone she works with and stays with you every step of the way, offering support and direction.

Shane Mason, CPA CFP - financialadvising - Updated July 2026

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