MARK A STILES CPA, PLLC

Serves Redwood City, CA

35244

Hired 219 times

5 employees

16 years in business

$375

5.0

This pro accepts payments via Apple Pay, Cash, Credit card, PayPal, Square cash app, Venmo, and Zelle.

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Credentials

License

License Holder: Mark Stiles
License Type: CPA – Certified Public Accountant (FL)
License number: #AC42468
License verified on 1/1/2021
Valid through 12/31/2022
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Background Check

Mark Stiles
Completed on 1/10/2021

Introduction

Mark A. Stiles, CPA (MASCPA) is a full-service, virtual CPA firm committed to providing outstanding client service through professionalism, responsiveness, and quality. With over 20 years of experience, Mark and his team leverage their expertise to simplify complex financial, accounting, and tax matters for businesses and individuals alike. By utilizing innovative frameworks such as the MASCPA Box Method, the firm offers strategic insights to empower clients and drive sustainable growth. Mission To empower individuals and businesses with tailored financial solutions, strategic insights, and proactive guidance, ensuring clarity, confidence, and sustainable success in every decision. Vision To redefine the CPA-client relationship by fostering a modern, collaborative partnership that drives financial growth and empowers clients with knowledge and confidence to achieve their goals. Ethos Empowering Education: An informed client is an empowered client. We simplify finance to make every step transparent and accessible. We commit the following to all our customers: Integrity and Transparency: Trust is built on ethical practices and clear communication, forming the foundation of everything we do. Client-Centered Partnership: We prioritize your unique goals and work as a seamless extension of your team. Sustainability: By focusing on building strong financial foundations, we help you achieve lasting success through thoughtful, strategic planning. Core Values Collaboration: Building strong, tailored relationships to deliver solutions that meet client goals. Innovation: Using modern tools and techniques to simplify processes and provide actionable insights. Accountability: Taking ownership of recommendations, ensuring they align with your priorities. Proactivity: Anticipating challenges to provide strategic, forward-thinking solutions. Excellence: Delivering exceptional service and measurable results from day one. Services We Offer MASCPA offers a comprehensive suite of services to address the diverse needs of businesses and individuals: Fractional CFO Services Leveraging the MASCPA Box Method: We provide strategic guidance and financial leadership to help businesses think and operate like Fortune 500 companies. By focusing on the four quadrants of the MASCPA Box Method—Marketing & Sales, Operations, Finance & Strategy, and People & Leadership—we enable sustainable growth and informed decision-making. Tax Preparation and Planning: Our team delivers meticulous tax preparation and strategic planning services to ensure compliance, optimize deductions, and minimize liabilities. We stay up-to-date with the latest tax regulations to provide proactive and effective solutions for individuals and businesses. Bookkeeping Services: Accurate and timely bookkeeping is the backbone of financial clarity. Our team manages day-to-day financial records, providing detailed reporting and insights to support informed decisions and ensure regulatory compliance. Compliance Services MASCPA combines its strategic guidance with rigorous compliance services to ensure businesses and individuals meet their tax and accounting obligations effectively. From accurate bookkeeping and financial reporting to comprehensive tax planning and preparation, our team helps you navigate regulatory requirements with confidence. By integrating compliance into the MASCPA Box Method, we ensure that every financial strategy is underpinned by a strong foundation of accountability and adherence to laws. Our Team Mark brings over 20 years of experience in accounting, tax, and consulting. Nicole Felix, our Chief of Staff, leads a team with 35+ years of combined expertise, allowing MASCPA to deliver tailored financial solutions to meet diverse client needs. Together, we focus on empowering clients with both strategic insights and reliable compliance services to build a solid foundation for growth and success.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

The goal of the firm is two-fold for our businesses and our tax clients. For our businesses, it is to not only assist you in your entrepreneurial journey, but to educate you on the why. We have found that understanding the why not only increases the value of services we provide, but also keeps your focus on effectiveness and efficiency. These, in our professional opinion, is the foundation for consistent profitability and customer satisfaction. For our tax clients, it is to give you peace of mind that you not only get the top notch quality a CPA provides, but an economical price point. MASCPA stands behind our quotes (the price quoted is the price you pay) so there are no surprises once the service is complete.

What is your typical process for working with a new customer?

All clients receive an initial consultation where we discuss any concerns you may have, walk you through the next steps, and provide you the tools to gather all your information (through our tax questionnaire, or customized email). We also set you up with your own secure portal to protect you and your information. Want to meet in person? No problem we can work out the logistics for that as well during office hours for individuals. Business clients we can arrange a face to face in your place of business, if you prefer.

What education and/or training do you have that relates to your work?

Our owner, Mark A. Stiles is a CPA (Certified Public Accountant) with the ability to practice in all 50 states. Mark's educational background is a BA Accounting Information Systems (2004) degree and Masters in Accountancy (2008) from Stetson University and has been working in the industry for the better part of two decades. Driving off of the CPE Mark needs to obtain each year (40 hrs), Mark requires staff to pursue applicable continuing education to all his staff and/or subcontractors. Our firm provides services, education, support for all your accounting needs!

How did you get started doing this type of work?

We have a passion for accounting and tax! It was something that interested Mark back in high school in the 90s. Driven by a passion for finding balance, and simplifying a service most are intimidated by, Mark carried that passion through undergrad work, work as an auditor, controller, Postgrad, and eventually running several CPA firms.

What types of customers have you worked with?

1) Individuals (single, married, separated, head of household) Tax Planning, & Taxation 2) Small to Medium sized businesses (partnerships, S-Corporations, Disregarded Entities) Bookkeeping, CFO Services, Tax Planning, & Taxation 3) Non-profit Establishment with IRS, Bookkeeping, CFO Services, Tax Planning & Taxation 4) Trust Bookkeeping, CFO Services, Tax Planning & Taxation

What advice would you give a customer looking to hire a provider in your area of work?

1) Credentials and conversation. —If an accountant or tax preparer won't help you learn and understand your books or taxes you should look elsewhere. 2) Scheduling. —CPA firms track revenue on hourly rates which calls for a realistic scheduling protocol to ensure they meet each customers needs. Our firm traditionally employs a 24 hr request policy for scheduling meetings, but works hard to make available quick q&a via email and text message.

What questions should customers think through before talking to professionals about their project?

Business: 1) Do I know how profitable you are? 2) What my biggest pain point with your business? 3) Have I set a budget that incorporates emergency reserves and allows you to track your budget v actual performance? 4) Could Iconfidently walk into a bank and secure business financing? 5) Am I considering tax impact with every major purchase or contract? 6) Is the accounting software I’m using the right fit for my business? Individual: 1) What, if any, are my previous tax issues? 2) Do I know where my previous tax return is? 3) What documents do I need? (Don't know them? Check out the Tax Center on our website)