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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

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Shane Mason, CPA CFP Photos

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    Recommended Reviews - Shane Mason, CPA CFP

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    7 years ago

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    Shane M.

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    9 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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    8 years ago

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    8 years ago

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    7 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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    8 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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    Ask the Community - Shane Mason, CPA CFP

    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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    Be Awesome Not Broke

    Be Awesome Not Broke

    (32 reviews)

    Crown Heights

    Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

    While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

    Shane Mason, CPA CFP - financialadvising - Updated May 2026

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