02/02/2026
You have a few options for getting us your tax information this year.
-Drop off at the Verona office located at:
161 Horizon Dr STE 103C
Verona WI 53593
-Fax to:
608-848-1023
-Mail to:
Mason Tax and Financial, Inc.
PO Box 930065
Verona, WI 53593
-Schedule an appointment to sit down and go over them by calling us at:
608-845-8161
800-505-1040
-Upload to our secure file transfer program, Secure File Pro (SFP)
If you already have a SFP account you can use your same log in info as last year.
The website is https://masontax.securefilepro.com
If you need to get set up with SFP or need us to reset your password please contact the front desk at: 608-845-8161 or [email protected]
Please upload documents to the “documents to preparer” folder. As a reminder, we get an email for every document you upload, if possible, please combine all your documents into one PDF.
Our office hours:
February 1st – Tax Day, Monday – Friday 9:00am-7:00pm, Saturday 9:00am-5:00pm
Required Check in Sheets
No matter which option you choose to get us your tax information, it’s very important that you fill out this year’s required check in sheets. The check in sheets contain questions we are required to ask you, as well as making sure things like your contact and direct deposit information are up to date. If you received an organizer these were included.
For SFP users, required check in sheets are located in the “Public Folder.”
For drop offs and appointments, you will fill these out when you come into the office.
For fax or mail in, please contact the front desk so we can get you these documents:
If you have any other questions, please reach out to us at 608-845-8161 or at [email protected]
Thank you,
Mason Tax and Financial, Inc.
masontax.securefilepro.com
SecureFilePro
