Financial, Tax, & Business Consulting
Dr. Patty E. Mason works as a financial, tax, and business consultant. Dr. Mason’s focus is to empower women to achieve financial freedom. She has a holistic framework that guides financial habits which lead to achieving financial wellness. Her objective is to help small businesses succeed through the services she provides.
Strategic Financial Planning
- Goal Based Financial Roadmap
- Budgeting & Forecasting
- Risk Management Strategies
- Contingency Planning
Tax Optimization & Compliance
- Proactive Tax Planning
- Quarterly & Annual Tax Compliance
- IRS Audit Representation Support
Cashflow Management
- Expense Tracking & Reduction
- Accounts Receivable & Payable Optimization
Business Structure & Growth Strategies
- Optimal Business Entity Selection
- Scalability & Expansion Planning
- Business Credit & Funding Strategies
Profit Maximization & Cost Reduction
- Revenue Diversification
- Operational Efficiency Improvements
- Pricing Strategy Optimization
Financial Literacy & Coaching
- Business Financial Education
- Business & Personal Wealth Building
- Debt Management & Reduction Strategies
