{"id":24417,"date":"2025-02-13T10:59:33","date_gmt":"2025-02-13T16:59:33","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24417"},"modified":"2025-02-13T11:28:24","modified_gmt":"2025-02-13T17:28:24","slug":"mason-quist-and-his-advisory-practice","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/","title":{"rendered":"Mason Quist and his advisory practice"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"alignright\"><img loading=\"lazy\" decoding=\"async\" width=\"202\" height=\"200\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Mason-Quist.jpeg\" alt=\"Mason Quist\" class=\"wp-image-24296\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Mason-Quist.jpeg 202w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Mason-Quist.jpeg?resize=150,150 150w\" sizes=\"auto, (max-width: 202px) 100vw, 202px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">What does it take to create and manage a thriving tax <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">advisory services<\/a> practice? Ask Mason Quist,<b> <\/b>CPA, MAcc, owner of <a href=\"https:\/\/quist.cpa\/\" target=\"_blank\">Quist CPA Group<\/a> in Grass Valley, Calif., where he and his team offer a full range of tax and business consulting services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I visited with Mason to find out more about his practice, how he developed the firm\u2019s advisory services, where he sees the profession in the future, and much more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>Jim Buffington:<\/b> <strong>How do you see the tax profession changing?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>Mason Quist:<\/b> There is going to be a lot of accelerated change, which I already see in my practice in a smaller market. When I worked for KPMG, I saw a similar acceleration happen when it came to creating more value-add for the client through advisory services. The clients expect it, need it, and want to pay for it. In order to be successful, all of us have to start providing a strategy beyond once-a-year tax compliance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>What do tax advisory services look like in your practice?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> It starts with the bottom line. When we assess whether we are going to take on a new client, we clearly show them what the savings will be. Business owners really like to hear our recommendations because we become a trusted advisor at that point for their business. My clients don\u2019t refer to me as their \u201ctax guy;\u201d they refer to me as their \u201cadvisor.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>Did you start your practice leading with preparation and compliance?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> After I left KPMG, I was a financial executive for a hyper-growth company, so I was able to combine my public audit and industry financial experience when I purchased a traditional tax firm. I couldn\u2019t help but give advice to existing clients. As a result, the advisory part of the business has grown tremendously.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>Did you change the way the firm billed?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> Yes; I went to a <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/getting-started-with-subscription-pricing\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">subscription model<\/a> for my advisory clients, where clients pay monthly or quarterly. My clients see the value in paying for it this way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>What advice would you give to firms looking to move into tax advisory?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> It\u2019s hard. I noticed there was a strong culture of processes in the firm I purchased\u2014which is great. However, when I started doing my advisory work, which was my goal, I didn\u2019t realize how hard it would be to manage the change for the eight professionals who were already there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At one point, a younger CPA came to me for advice on buying a firm. If I had to do it again, I said I would almost just start my own firm rather than buy one because it\u2019s so hard to change existing processes and culture. You really have to run something parallel to existing services\u2014and it has to be the main thing you promote to your clients. Switching your billing model is also very important. I went on the high end of what I thought I should charge, and have never had anyone complain.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>Is there a certain mindset required to deliver tax advisory services?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> This was the hardest part of the change. It\u2019s easy to stay in the compliance world because there is a predictable busy season you can prepare for, and it is easy to fill up your day with compliance work. What was hard was allocating the time to critically think about advisory clients and their needs. There\u2019s no doubt many practitioners have a wealth of advisory knowledge they are able to share with their clients who want to pay for it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>We often hear from established firms that it is very hard to change from their compliance service lineup to add advisory services, or they don\u2019t know how to position those services for clients. Do tax planning and advisory services make the compliance easier?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> Absolutely,\u00a0because you have constant communication with your clients. We have an accounting team who, on a monthly or quarterly basis, makes sure the clients\u2019 books are updated. When January comes, we know the books are ready for the tax return, but the constant <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">communication<\/a> with clients removes the big annual event of filing the tax return because we already know the numbers ahead of busy season.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>Is advisory for 100% of a firm\u2019s clients, or is there a certain type of client that is a better fit for advisory services?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> Yes, there are some that are a better fit than others. While there is no revenue threshold, business clients who are more profitable benefit the most from advisory services. However, I\u2019ve noticed that there are more and more younger entrepreneurs coming to me for advisory services who are in the startup phase. I love that because I really enjoy helping smaller startup companies who want to grow quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>What is your vision for your practice in five years as it relates to advisory services?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> We will continue to track on the advisory side with more business clients. However, I want to always have a strong tie to the local community, so we will always provide compliance services to local individuals and businesses. In five years, we will have a good mix of tax compliance and advisory, with my focus as the owner of the firm on advisory.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>What is the biggest challenge in offering advisory services?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> Creating the time to do it. It\u2019s not that I didn\u2019t have the knowledge to share with the client or worried about billing for it, but once you see the amount of work you can do for your client in this space, you must really create the time to <i>do the work<\/i>. You need to be meeting with them regularly and communicating all the time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>What Intuit\u00ae software do you use?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MQ: Intuit <a href=\"https:\/\/accountants.intuit.com\/tax-software\/lacerte\/\">Lacerte\u00ae Tax<\/a>, <a href=\"https:\/\/proconnect.intuit.com\/link\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Intuit Link<\/a>, <a href=\"https:\/\/proconnect.intuit.com\/esignature\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">eSignature<\/a>, <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">QuickBooks\u00ae Online<\/a>, and QuickBooks Desktop.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>How do you develop expertise in tax advisory for you and your team?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>MQ:<\/b> I mainly draw from my prior and current professional experiences, but I also do a lot of research and education. I\u2019m also learning to say &#8220;no&#8221; to clients who do not fit the mold for my advisory services. For example, I spend most of my time keeping up to date in the healthcare and professional services space because those are many of my advisory clients. I also like working with younger entrepreneurs; it\u2019s fun for me to help them succeed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the end of the day, I absolutely feel that I have made a substantial positive impact for my advisory clients. In tax compliance, there is sometimes a struggle to convey value, but clients better understand the value with the advisory work. Since it\u2019s a subscription model, they are walking away thinking about the insights, not the fee I am charging.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>JB:<\/b> <strong>Thanks Mason!<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this Lacerte Tax spotlight, Jim Buffington, CPA, gets close up and personal with Mason Quist to find out how he helps clients through his advisory services practice.<\/p>\n","protected":false},"author":107079872,"featured_media":57771,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[509474111],"class_list":["post-24417","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Mason Quist and his advisory practice - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mason Quist and his advisory practice - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"In this Lacerte Tax spotlight, Jim Buffington, CPA, gets close up and personal with Mason Quist to find out how he helps clients through his advisory services practice.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-13T16:59:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-13T17:28:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jim Buffington, CPA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jim Buffington, CPA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/\"},\"author\":{\"name\":\"Jim Buffington, CPA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/69deaf5d3fc8b3bf12209f19673bbc56\"},\"headline\":\"Mason Quist and his advisory practice\",\"datePublished\":\"2025-02-13T16:59:33+00:00\",\"dateModified\":\"2025-02-13T17:28:24+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/\"},\"wordCount\":1157,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2024\\\/12\\\/Software-Spotlight.jpg\",\"keywords\":[\"Tax Advisory\"],\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/\",\"name\":\"Mason Quist and his advisory practice - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2024\\\/12\\\/Software-Spotlight.jpg\",\"datePublished\":\"2025-02-13T16:59:33+00:00\",\"dateModified\":\"2025-02-13T17:28:24+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2024\\\/12\\\/Software-Spotlight.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2024\\\/12\\\/Software-Spotlight.jpg\",\"width\":1440,\"height\":600,\"caption\":\"Consultant Spotlight\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/mason-quist-and-his-advisory-practice\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Mason Quist and his advisory practice\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/69deaf5d3fc8b3bf12209f19673bbc56\",\"name\":\"Jim Buffington, CPA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g\",\"caption\":\"Jim Buffington, CPA\"},\"description\":\"Jim Buffington, CPA, is an advisory services leader with Intuit\u00ae Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro13\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Mason Quist and his advisory practice - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/","og_locale":"en_US","og_type":"article","og_title":"Mason Quist and his advisory practice - Tax Pro Center | Intuit","og_description":"In this Lacerte Tax spotlight, Jim Buffington, CPA, gets close up and personal with Mason Quist to find out how he helps clients through his advisory services practice.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2025-02-13T16:59:33+00:00","article_modified_time":"2025-02-13T17:28:24+00:00","og_image":[{"width":1440,"height":600,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","type":"image\/jpeg"}],"author":"Jim Buffington, CPA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Jim Buffington, CPA","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/"},"author":{"name":"Jim Buffington, CPA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/69deaf5d3fc8b3bf12209f19673bbc56"},"headline":"Mason Quist and his advisory practice","datePublished":"2025-02-13T16:59:33+00:00","dateModified":"2025-02-13T17:28:24+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/"},"wordCount":1157,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","keywords":["Tax Advisory"],"articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/","name":"Mason Quist and his advisory practice - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","datePublished":"2025-02-13T16:59:33+00:00","dateModified":"2025-02-13T17:28:24+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","width":1440,"height":600,"caption":"Consultant Spotlight"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/mason-quist-and-his-advisory-practice\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Mason Quist and his advisory practice"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/69deaf5d3fc8b3bf12209f19673bbc56","name":"Jim Buffington, CPA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6111a2693701099be15a87d8653b63ad450baa67a4bb7f27dd380b116b4ff5f0?s=96&d=identicon&r=g","caption":"Jim Buffington, CPA"},"description":"Jim Buffington, CPA, is an advisory services leader with Intuit\u00ae Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro13\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/Software-Spotlight.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6lP","jetpack-related-posts":[{"id":17352,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/jim-buffington-cpa-on-advisory-services-and-the-future-of-the-tax-profession\/","url_meta":{"origin":24417,"position":0},"title":"Jim Buffington, CPA, on advisory services and the future of the tax profession","author":"Intuit Accountants Team","date":"September 26, 2019","format":"video","excerpt":"Discover what Intuit's own Jim Buffington, CPA, had to say about the impact of advisory services on the tax and accounting profession.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Jim Buffington, CPA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Jim-Buffington-Video-on-Advisory-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Jim-Buffington-Video-on-Advisory-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Jim-Buffington-Video-on-Advisory-Services.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Jim-Buffington-Video-on-Advisory-Services.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":17149,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/mike-davolio-cpa-jd-on-tax-planning-and-advisory-services\/","url_meta":{"origin":24417,"position":1},"title":"Mike D&#8217;Avolio, CPA, JD, on tax planning and advisory services","author":"Scott Cytron","date":"August 12, 2019","format":"video","excerpt":"Intuit's own Mike D'Avolio, CPA, JD, discusses tax planning and advisory services with Jody Padar of The Radical CPA.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Mike D'Avolio, CPA, JD","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Mike-DAvolio-Advisory-Services-Video-e1565884335599.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Mike-DAvolio-Advisory-Services-Video-e1565884335599.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Mike-DAvolio-Advisory-Services-Video-e1565884335599.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":16476,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/infographic-the-formula-to-future-proof-your-practice\/","url_meta":{"origin":24417,"position":2},"title":"Infographic: The formula to future-proof your practice","author":"Jim Buffington, CPA","date":"August 15, 2019","format":"video","excerpt":"Solve the equation to stay ahead of the curve by offering advisory services in addition to tax preparation and other compliance services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/TPC-e1565882802294.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/TPC-e1565882802294.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/TPC-e1565882802294.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17344,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/kenneth-ray-cpa-on-technology-advisory-services-and-tax-reform\/","url_meta":{"origin":24417,"position":3},"title":"Kenneth Ray, CPA, on technology, advisory services and tax reform","author":"Intuit Accountants Team","date":"September 11, 2019","format":"video","excerpt":"Kenneth Ray, CPA, discusses advisory services, technology and tax reform at AICPA Engage.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Kenneth Ray, CPA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Kenneth-Ray-CPA.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Kenneth-Ray-CPA.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Kenneth-Ray-CPA.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/08\/Kenneth-Ray-CPA.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":17903,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/yusuf-balogun-cpa-on-artificial-intelligence-and-advisory-services\/","url_meta":{"origin":24417,"position":4},"title":"Yusuf Balogun, CPA, on artificial intelligence and advisory services","author":"Intuit Accountants Team","date":"November 12, 2019","format":"video","excerpt":"Yusuf Balonun, CPA, discusses the impact of artificial intelligence on his delivery of advisory services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Yusuf Balogun, CPA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/10\/Yusuf-Balogun-CPA.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/10\/Yusuf-Balogun-CPA.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/10\/Yusuf-Balogun-CPA.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/10\/Yusuf-Balogun-CPA.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":26076,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/ask-the-expert-catherine-tindall-cpa\/","url_meta":{"origin":24417,"position":5},"title":"Ask the Expert: Catherine Tindall, CPA","author":"Jim Buffington, CPA","date":"July 22, 2022","format":false,"excerpt":"In this Q&A, learn how Catherine Tindall, CPA, created a tax advisory practice and why it brings higher-value work to her firm.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Ask the Expert","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24417","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107079872"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=24417"}],"version-history":[{"count":11,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24417\/revisions"}],"predecessor-version":[{"id":59039,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24417\/revisions\/59039"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/57771"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=24417"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=24417"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=24417"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=24417"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=24417"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=24417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}