A small introduction

About Us

Mason Accounting & Tax Services was founded over 20 years ago and is a growing, full service accounting, bookkeeping & tax firm working with individuals through to small & medium size businesses. Our focus is simple – provide client-focused & value added services that surpass expectations.

58

Businesses served

4153

Tax forms filed

41 years

Combined experience

26

Successful audits

Anissa Cummings

Firm Coordinator

Anissa graduated from the University of Florida with a Bachelor’s degree in Finance.  Prior to being a new owner of Mason Accounting & Tax Services, she and her husband, Michael worked together growing his Financial Planning practice, Cummings Wealth Management.  With over 15 years in the industry, she has worked as a Client Service Specialist and Chief Operating Officer of an independent financial planning firm.  An attribute of her work ethic is being able to provide service to clients that go above and beyond the status quo.  She has the ability to handle situations for her clients to always make them each feel that they are the most important client and be able to solve their concern.  It is imperative to her that every client has that experience.  She brings innovative ideas to not only make the office run more efficiently, but to have her clients feel a sense of ease.

Anissa grew up on the Treasure Coast and she and Michael are happy to be raising their daughter Avery here too.  She enjoys quality family time and volunteering at Avery’s school functions.

“I am very excited to have this new chapter in my life.  I feel honored, with my husband, to be the new owners of Mason Accounting, a firm that has been on the Treasure Coast for so long.  We have already made lasting relationships with many of our existing clients, and hope to be able to make many more.”

Rui Pereira

Enrolled Agent

Rui brings over 8 years of tax negotiation & representation experience to the role managing personal/business tax issues ranging from a few thousand dollars to multi-millions. He has delivered well over $8 million in tax savings to clients over the years. His tax preparation experience includes 5 years of preparing returns ranging from simple 1040s through to trust & corporate returns.

Rui brings a diverse skill set to the firm with 15 years of progressive sales experience in multiple industries ranging from software, telecommunications services & consulting. He has been awarded multiple President’s Clubs & ranked in the top 10-15% of his teams.

Rui earned a Bachelor’s of Science in Aeronautical Studies with a concentration in management from Embry-Riddle Aeronautical University. He secured his Enrolled Agent license through Fast Forward Academy.

Penny Joseph

Staff Accountant

Penny is the staff accountant for our firm and offers 16 years of accounting and tax preparation skills.  She specializes in QuickBooks and full-charge accounting including payroll and federal and state reporting.  She compiles and reviews financial statements for many small businesses covering a wide range of industries.  In addition, she has many years of experience preparing individual, corporate, and partnership returns.  Penny is a member of the Association of Professional Bookkeepers, and is currently working on securing her Enrolled Agent license through Fast Forward Academy.

© Copyright 2018 Mason Accounting & Tax Services. All Rights Reserved.