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Tax Preparation and Financial Education

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Cherie Mason | Cornerstone Tax and Financial Solutions
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What role do you play in your Industry?
  • President/CEO/Preparer

What year did you start in your industry?

  • 2000 Started business in 2016

What Certifications, Degrees, Titles and Experience do you have in your industry?

  • IRS Certified Tax Preparer Series 7/65/66 Life Insurance licensed Dave Ramsey Master Financial Coach Master's Certification in Financial Planning Master's Degree in Accounting Bachelor's Degree in Finance Volunteer tax preparer for IRS VITA Retirement Planning Specialist

Why & How did you get involved in your industry?

  • I have been preparing taxes for myself and my friends and family since I got my first job. My first full-time job was at a bank when I was 17 and I have been in financial services every since. While working at the bank I fell in love with the securities industry, I would sit in the advisor's office for a while every day to learn more and more about the market. From the time I worked in the bank to the time I moved over to the investment side, it has been my full-time passion to share the fundaments of finance. I felt it was my duty to impart the things I learned and experienced every day with others, especially those who were never taught the basics of money, money management, investing, and taxes.

What do you love most about your role in your industry?

  • Today's education system doesn't often teach financial literacy in a form that clearly aligns with the everyday activities of society. So even though the basis of budgeting and tax is simple math it isn't presented that way. In my daily life as a Retirement Plan Specials for a national retirement record keeper, I get to help people take the opportunity to save for their future. We discuss budgeting so they can save as much as possible, along with current and future tax planning through the use of pre-tax and Roth retirement options. As a tax preparer, I get to make sure that people get all the breaks possible while still following all tax laws. Within my business, I also help business owners confirm they are using the proper business status, filing annual and quarterly taxes correctly and with all the proper deductions.
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