Our services

Simplified Tax and Business Finance Solutions

Customized tax, accounting, and advisory services from real humans that care.

Tax Preparation and Filing Services

Our tax prep and filing services are designed to simplify your tax experience. We’ll work to maximize your deductions and ensure compliance with the latest regulations.

Individual, business & trust filings
Non-profit tax support
Gift and estate returns

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Done-for-you Business Bookkeeping

Our expert business bookkeeping services include one-on-one guidance, clean and organized books, and monthly reports that make your numbers easy to understand. So you’ll know exactly when it’s the right time to hire, give yourself a raise, expand, or invest in more inventory.

Easy to understand monthly reports
Bill pay and payroll support
Sales and use tax

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Tax Planning and Strategy

Our strategic tax planning services empower you to make informed decisions with your money. We work closely with you to minimize your tax liability, tailoring our approach to meet your unique financial goals.

Year-round tax strategy and planning
Estate and succession planning

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Strategic CFO & Advisory

Go beyond the numbers. Our CFO and advisory team helps you understand your financial performance, plan for growth, and make confident decisions about the future of your business.

Budgeting and forecasting
Cash flow management
Cost-effective CFO expertise

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Client Testimonials

Kind words from our happy clients

“As an owner of multiple businesses, it's nice to have a CPA and team that can handle everything from basic transactional accounting to more advanced strategy and guidance.”

Jim Wilson

Business Owner

“We used Mason Quist as our CPA and we will be a returning client of his for years to come. He is professional, got our taxes filed in a timely manner and explained everything very well to us.”

Savina Havens

Tax Client

“Partnering with Quist Group has been a game-changer, allowing me to focus on what I love most. They have removed the stress, making my finances simple.”

Annie L

Business Owner

“The Quist team has significantly improved my business’s financial visibility with super helpful reporting coupled with my advisor’s support. We’re making better-informed decisions.”

Dr. Marcin V

Business Owner

"I was in a bind from a previous accountant. They cleaned up the mess and got all my tax returns done on time. Since then I have turned over ALL my bookkeeping and tax needs to them. It has been a great relief to have an excellent team taking care of everything.”

Margaret Jantz

Gold Country Towing

“Bookkeeping and accounting are easy with Quist Group. I can trust their team to provide reliable, accurate, and timely financial reports each month, and their professionalism and attention to detail make them a great partner.”

Garrett Hoopes

Genesee Biomedical

Your Financial Future Starts Here

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